Ukraine Escalates. Why Wheat Markets Are Waking Up

Arlan Suderman, Chief Commodities Economist at StoneX, explains why wheat markets rallied ahead of USDA's report—and why renewed conflict in the Black Sea may be the bigger story for commodity markets.

In this July 10 update, Arlan covers:

Why wheat prices surged despite a generally favorable U.S. weather outlookHow Ukraine's attacks in the Sea of Azov are disrupting Russian exportsWhy the Kerch Strait has become a key geopolitical riskWhat renewed Black Sea tensions could mean for global wheat tradeWhy traders are beginning to add risk premium back into wheat marketsHow Russia's fuel infrastructure and exports continue to face pressureWhy corn and soybean prices remain capped by improving weather forecastsWhat to watch in USDA's latest crop reportThe key market risks heading into next weekStay ahead of the markets with Arlan's Market Intelligence Plan:

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