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[Wright on the Market @wright_market]

World Grain FOB Prices and Freight Rates

Corn FOB at U.S. NOLA is $222/mt
Corn FOB at U.S. PNW is $232/mt
Corn FOB Brazil is $220/mt
Soybeans FOB at NOLA is $485/mt
Soybeans FOB at Brazil is $480/mt

Panamax freight from U.S. Gulf to China is 68/mt
Panamax freight from U.S. PNW to China is 35/mt
Panamax freight from Brazil to China is 53/mt

To read about world grain FOB prices and freight rates of this week visit our blog at the link below.

https://t.co/PzEUzkETuQ

[Marcelo Teixeira @tx_marcelo]

Transit at the Strait of Hormuz according to #shipping data compiled by S&P Global.
#energy #Commodities

[Susan Stroud @SusanNOBULL]

Nov #soybeans closed +23c today at a new high $12.25

Since the 4th of Jul weekend, new crop beans have rallied 75c, supported by energy markets, biofuel demand, China’s return & less-than-ideal US weather threatening an already-snug 26/27 balance sheet

#cmdtyView
@BarchartAg

[Max Velocity @MaxVelocityWX]

There is an enhanced risk today across the Upper Midwest and Great Lakes, where all severe hazards are possible and could be on the more destructive side.

A strong shortwave amplifying toward Lake Superior will drive an intense jet in the mid-levels across a warm sector featuring steep lapse rates and plenty of moisture. The afternoon evolution of storms will heavily rely on the track of morning convection originating in the Dakotas. There remains 3 completely different scenarios as to what could happen today:

Scenario 1, which is the most likely, is that the morning storms track down the Mississippi River Valley, where the resulting outflow will restrict maximum destabilization to western and southwestern areas. Supercells will likely initiate around 4pm CDT along this corridor, posing a threat for all hazards, before bowing into an evening mesoscale convective system.

Scenario 2 is that extensive morning stratiform rain prevents recovery in the boundary layer, mitigating the afternoon severe threat. (aka the best case scenario).

Scenario 3, is that mornings dissipate rapidly, allowing for a lot of moisture return, and thus yielding widespread, intense supercell development (aka the worst case scenario).

Should instability this afternoon fully recover, extreme shear and very high storm relative helicity will support discrete supercells capable of producing very large hail (potentially >2" in diameter), in addition to strong (EF-2+) tornadoes. Storms will rapidly grow linear and introduce a widespread damaging wind threat into the overnight hours.

Elsewhere, daytime heating and surface convergence along a boundary will yield moderate instability, with pulse to multicell clusters posing primarily a threat for damaging winds through sunset.

[Darin D. Fessler ✝️ @DDFalpha]

Jul 20 📝☀️☕️

🔹 #Wheat is the divergence of the day: #Momentum flags MAX LONG while the managed money net still sits −6K short, even after adding 9K, the money hasn't crossed zero on its own signal. #Corn flipped to SMALL LONG at +77K (+19K, biggest add on the board Friday) and the tape agrees: Dec corn 474'6 through R2 474, eyeing 480. #Soybeans hold MAX LONG at +83K (+8K) with Nov beans at 1220'0 clearing R2 1216. #Soyoil is the crowd at 88% of its historical range, most stretched position on the board, with KC wheat right behind at 80%. The #cattle contradiction rolls on: LIVE CATTLE labeled MAX SHORT with the net still +86K long, 60% of range. Slate today: Canada Jun CPI 7:30 AM CT, export #inspections 10:00 AM CT, Crop Progress 4:00 PM CT. ECMWF splits the belt, #heat holds the west Plains but a 1.3-2.0 inch band sets up central #Nebraska to NW #Missouri while the east belt cools. Breakouts everywhere the labels lean #long, but wheat's money is still short, something gives this week, IMO. Have a blessed day & best of luck to everyone!

[Darin D. Fessler ✝️ @DDFalpha]

#Corn slipped a point to 67% G/E this week 🌽 #Soybeans picked one up, 66% 🌱

Real story is up north, #NorthDakota and #Colorado corn both dropped 10, #SouthDakota down 8 📉 That stretch is hurting 🥵

#NorthCarolina finally caught a break after bleeding for five straight weeks. Beans jumped 13 points to 53% 🚀 Corn's still rough at 17% but at least it moved the right direction for once ✅

#Iowa looks about as good as it gets right now, corn back at 80, beans at 79

Silking hit 59%, running ahead of normal ⏩ #Wheat harvest about three-quarters done 🌾

Tracker below 👇

[Karen Braun @kannbwx]

🌽 A large portion of the U.S. corn crop moved through pollination during last week's heat wave, though ratings fell only 1 pt versus the expected 2-pt decline.

Soybean conditions rose 1 pt against an expected 1-pt decline, but spring wheat ratings landed below all estimates.

[Karen Braun @kannbwx]

📈 Chicago November soybean futures surged to new yearly highs on Monday. Demand, biofuels, U.S. weather and geopolitical uncertainty have helped lift prices more than 7% this month.

New-crop soybeans ($/bu) on this date:
2026: $12.26-1/4
2025: $10.26
2024: $10.69

[Mike Castle @mike_castle2]

I'm a bit late in posting, but starting the week with another notable daily #USDA flash sale of new crop (26/27) #soybeans.

Total: 374k MT (13.74 mbu)
#China: 264k MT (9.70 mbu)
Unknown: 110k MT (4.04 mbu)

Also 100k MT (3.94 mbu) of new crop #corn sold to #Colombia.

#oatt

[Foreign Ag Service @USDAForeignAg]

Private exporters reported the following sales activities for MY 2026/2027: 264,000 MT of soybeans for delivery to China, 110,000 MT of soybeans for delivery to unknown destinations, and 100,000 MT of corn for delivery to Colombia. https://t.co/R6tqqNyc9f

[Areté - Market Intelligence @mkt_intl]

🇨🇳 #China - Monthly exports of #soybeanoil 🌱 in June 2026:
▪️+302% vs LY and +27% vs previous month.
▪️Tot. cumulated exports are up +234% y/y.

[Peak Trading Research @PeakTrading]

🌾 GRAINS IN. CATTLE OUT. 🐂

📈 Hedge funds bought +140k contracts (+$2.7B) across agriculture markets last week, led by Corn, Wheat, Soybean Meal & Bean Oil ... while dumping Cattle.

Drivers: ⚠️ Black Sea export disruptions, Hormuz supply risks, higher energy prices, tighter USDA balance sheets, and hot & dry U.S. weather. 🛢️

#Ags #Commodities #COT

[Peak Trading Research @PeakTrading]

🌽🌾 U.S. Wheat and French Corn are now the most expensive global commodities based on price and hedge fund positioning data. 📈

☀️ Hot & dry weather
🚢 Black Sea export disruptions
🛢️ Higher energy prices

Great story. Can the market keep feeding the Grain bulls? 🤔

[Saveraa International Pte. Ltd. @Saveraaintl]

📅 Soybean Market Summary – 17 July 2026
🌱 Soybean Futures
📈 August CBOT soybean futures rose 0.75% to $12.04/bu (from $11.95/bu).
🇨🇳 Strong Chinese buying (7–13 cargoes purchased in the past 48 hours) continues to support prices.
☀️ Extreme heat forecasts across the US Western Plains add weather-related supply risks.
⚠️ Trump's comments on China further boosted market risk sentiment.
🛢️ Soybean Oil
🚀 CBOT soyoil futures jumped 3.3% to 74.81¢/lb (from 72.42¢/lb).
🛢️ Brent crude climbed to $88/bbl, driven by escalating Middle East tensions.
🚢 Strait of Hormuz disruptions and Red Sea shipping risks continue to underpin vegetable oil markets.
🌾 Soybean Meal
📉 Soymeal futures fell 0.84% to $320.20/short ton.
🇨🇳 China's cash soymeal sales reached 63,500 MT on Friday.
🇧🇷 Brazil Market
📉 FOB Paranaguá September basis eased 2¢/bu to 126¢/bu over Sep futures.
📦 Around 4 million MT of soybeans traded across Brazil this week.
💰 FAS Paranaguá prices increased to 146 Reais/bag.
🇨🇳 China Market
📉 Dalian September soyoil futures down 0.41% to 8,535 yuan/MT.
📉 Dalian September soymeal futures down 0.20% to 3,061 yuan/MT.
🚢 10 US Gulf October soybean cargoes sold to China at 303–305¢/bu over Nov CBOT.
🌍 Key Takeaway

✅ Soybean and soybean oil markets remain well supported by strong Chinese demand, US weather concerns, and geopolitical tensions lifting energy prices, despite weakness in soybean meal.

[ѴѺҎ @MrVop]

นักดาราศาสตร์ตรวจพบ 'น้ำตาล' ในอวกาศระหว่างดาวเป็นครั้งแรก

นักดาราศาสตร์จาก CSIC-INTA สเปน ใช้กล้องวิทยุ Yebes 40-m และ IRAM 30-m ส่องเมฆโมเลกุล G+0.693−0.027 ซึ่งอยู่ห่างจากโลกประมาณ 26,745 ปีแสง ใกล้ใจกลางทางช้างเผือก พบสัญญาณคลื่นวิทยุ 12 ชุดที่ตรงกับลายเซ็นของ อิริทรู��ลส (erythrulose) น้ำตาล 4 คาร์บอนที่พบได้ในราสเบอร์รี่และครีมฟอกหนัง

ถือเป็นครั้งแรกที่มีการค้นพบน้ำตาลตัวจริงในมวลสารระหว่างดาว (interstellar medium) โดยตรง ก่อนหน้านี้เคยตรวจพบไรโบสและกลูโคสในอุกกาบาตกับตัวอย่างจากดาวเคราะห์น้อยเบนนู แต่ไม่เคยเจอในอวกาศที่ว่างเปล่ามาก่อน

อิริทรูโลสเป็นโมเลกุลที่ไม่เป็นวงกลมที่ใหญ่ที่สุดเท่าที่เคยพบในอวกาศ และเป็นน้ำตาลชนิดแรกที่เจอ��น interstellar medium ด้วย มีมากกว่าน้ำตาล 3 คาร์บอนอย่างกลีเซอรัลดีไฮด์ถึง 8 เท่า นักวิจัยชี้ว่านี่เป็นหลักฐานว่าโมเลกุลเชิงซ้อนที่จำเป็นต่อสิ่งมีชีวิตสามารถก่อตัวในอวกาศได้จริง

[247AG @247dotAg]

Heat looks to be a problem into August, mainly nighttime heat.

Rain will be hit or miss, which is usual for summer.

Crops stressed the most - and those crops that rest-on the-edge of failure - are in MN, ND, SD, NE, KS, and western IA.

[Darin D. Fessler ✝️ @DDFalpha]

🌽 Fresh 8–14 day outlook (valid July 24–30) and the #Corn Belt just caught a break.

🌡️ The #heat ridge stays parked over the #Southwest and #Plains fringe, the core belt sits near normal, with below-normal temps clipping the Great Lakes and eastern belt.

💧 #Precip runs near normal across the heart of the belt, with above-normal chances bleeding into the eastern edge.

📉 Bottom line: no heat dome over #Iowa and #Illinois during the tail end of #pollination. That’s a grain-fill friendly map, and the #weather premium has little to feed on here. Need a good #rain… 🌧️ 🌽

[Brett Gibbs @OilandGibbs]

To put June renewable diesel RIN generation in perspective...

[Foreign Ag Service @USDAForeignAg]

Private exporters reported the following sales activities for MY 2026/2027: 340,000 MT of soybeans for delivery to China, 256,634 MT of soybeans for delivery to Mexico, and 110,000 MT of soybeans for delivery to unknown destinations. https://t.co/bLjw0uO4Vo

[Mike Castle @mike_castle2]

Biggest single day of reported #soybean flash sales since November 2025, biggest single day of next marketing year #soybean flash sales since July 2023.

Total: 706.6k MT (26.0 mbu)
#China: 340k MT (12.5 mbu)
#Mexico: 256.6k MT (9.4 mbu)
Unknown: 110k MT (4.0 mbu)

#oatt