Written Commentary
ADM Exceeds 5M Regenerative Agriculture Acreage Gal
September 9, 2025
London Wheat Report
A turbulent day on our grain markets with some serious weather market volatility. Starting out higher we ended the lower, apart from London wheat which finds support into the close (we’ve seen buying into the close on several occasions over the last few weeks).
A hot/dry trend is expected to continue for Southern Russia, eastern Ukraine and western Kazakhstan over the next week to 10 days. Central Europe is likely to experience severe storms with the potential to damage crops.
US weather seems largely favourable for corn and beans, and we may start seeing some harvest pressure on the wheat markets as some of the crops down south start trickling in.
Australian Bureau of Agricultural and Resource Economics and Sciences (ABARES) have increased their forecast for wheat production to 29.1 mmt in the current 2024/25 crop year, 12% more than in 2023/24 and 10% above the 10-year average. They have cut their Canola forecast to 5.4 mmt, down 5% from 2023/24 but 21% above the 10-year average.
Russia Ag. Ministry told Russian media outlets they will find other markets to sell grain after the EU significantly raised tariff’s on Russian grain.
Contact the ADMISI Grains and Oilseeds Derivatives Brokerage team
Ryan Easterbrook, Aaron Stockley-Isted and Jamie Kirkwood
Phone: +44 (0)20 7716 8477 or +44 (0)20 7716 8140 Email: intl.grains@admisi.com
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