/ COMMODITIES
Interactive: Middle East and North Africa state wheat buyers' subsidy policies
This interactive illustrates the reliance of countries in North Africa and...
/ COMMODITIES
/ COMMODITIES
This interactive illustrates the reliance of countries in North Africa and...
/ COMMODITIES
Join Piero CarelloGlobal Pricing DirectorAgriculture and Food and Ryan UrieGlobal Head of Meatand Livestock Analytics at SP Global Commodity Insights as they discuss current dynamics and critical developments in the proteins markets such as how increased volatility in the Agriculture Food sector has resulted in a need for more price transparency.Commodity Insights LIVE is showcasing protein price assessments and they can be viewed here: cilive.com/price-assessments. These prices will allow the market to have full visibility on how protein prices impact crop and feed prices and vice versa.
Amid the peak of South American harvesting, SPGCI analysts discuss negotiations between fresh fruit buyers and suppliers, in addition to shifting trade dynamics and the impact of recent wildfires. Agricultural markets’ adaptations to the ongoing situation in the Red Sea are also covered in this month’s video.KNOW MORE
Wheat prices have been on a largely downward trend since the start of 2024 despite lower production in key exporters, Canada and Australia, and continued logistics concerns due to the wars in the Black Sea and the Red Sea. Does this imply the weight of a larger global supply in the year ahead and that the markets have adapted to a new normal amidst geopolitical tensions or are there choppier waves to come?In this podcast, Vivien Tang, associate grains editor, Victoria Sinitsyna, associate director, Grains Analytics and Nikolaos Aidinis Antonopoulos, senior freight pricing specialist discuss the potential challenges faced by the wheat markets and provide an outlook on global wheat production and freight markets in 2024.Related: CFR Indonesia wheat price matrixAPW Wheat CFR IndonesiaCWRS 13.5% Wheat CFR Indonesia EU 11.5% Wheat CFR Indonesia More listening options:
The role of biofuels in energy transition is growing, as they can help decarbonize hard-to-abate transport sectors, but more supply is needed to keep the world on track with net-zero goals. S&P Global Commodity Insights explores how regional policies are driving adoption and evolving technology is widening the feedstock pool, as well as supply and demand outlooks across transport sectors. READ MORE
Ellie MaruyamaPrincipal Consultant with SP Global Commodity Insights Downstream and Refining Advisory Team, and Lingqi LouConsultant with SP Global Commodity Insights Agribusiness Advisory Team, discuss what we will be looking for in the upcoming release of a modified GREET model, which will be designed to calculate emission reductions of Sustainable Aviation FuelSAF) under the Inflation Reduction ActIRA). This development will have implications for the United States’ ability to achieve ambitious SAF targets.
The ethanol industry is angling to be a bigger part of the US decarbonization strategy, but so far, the Biden administration has sent some mixed signals on the issue. For instance, the Treasury Department has made some policy decisions that could provide some big opportunities for ethanol, but the Environmental Protection Agency is slow walking other policies the industry has called for.Brian Jennings, CEO of the American Coalition for Ethanol, joins the podcast to discuss the administration’s recent policy decisions, and outline additional actions the industry is seeking.Stick around after the interview for Jeff Mower with the Market Minute, a near-term look at oil market drivers.Related content:US Treasury allows GREET model for SAF credit, opening opportunity for ethanol (subscriber content)EPA looks to issue E15 rule in March; biofuel groups want swifter action(subscriber content)
Proteins Price Assessments
Platts Protein: Beef, FFQ 8 cuts: FCA-Santos, Brazil for H2 April loading, Value at $4000/mt, 27 mtPlatts Protein: Beef, FFQ 8 cuts: FCA-Santos, Brazil for H2 April loading, Value at $4100/mt, 27 mtPlatts Protein: Beef, FFQ 8 cuts: FCA-Santos, Brazil for H2 April loading, Bid at $4100/mt, 27 mtPlatts Protein: Beef, Full FFQ-90VL: CFR-Egypt, Brazil for H2 April loading, Bid at $4000/mt, 27 mtCWRS Wheat: HEARD: FOB-Vancouver,13.5% Protein,June-July,Ind. Value,Basis vs. MWN,110 cents/bu,cargo, before market closePlatts Protein: US BEEF: 90CL FOB US port-of-entry heard talked "low to mid $2.80/lb range", USDA inspection clearedPlatts Protein: US BEEF: 90CL FOB US port-of-entry heard talked $2.75-$2.80/lb, USDA inspection unclearedPlatts Protein: US BEEF: 90CL delivered Midwest heard talked $3/lbPlatts Protein: US BEEF: 95CL heard talked 90CL +10 cents/lbPlatts Protein: US BEEF: 85CL heard talked 90CL -10 cents/lb
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