Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the key takeaways from USDA's June WASDE report and explains why a potential Iran ceasefire may not eliminate commodity market risk anytime soon.

In this June 12 update, Arlan covers:

• What mattered most in USDA's June WASDE report

• Why soybean crush demand continues to exceed expectations

• The outlook for corn exports and ethanol demand

• How rising corn production in India is changing the global balance sheet

• Why fertilizer availability could become a major concern heading into 2027

• The significance of December corn holding support near $4.40

• What a potential Iran memorandum of understanding could mean for markets

• Why Arlan remains skeptical of a lasting Middle East peace agreement

• The critical role of the Strait of Hormuz in global energy and fertilizer supplies

• Why commodity risk may remain elevated even if a ceasefire is announced

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