Written Commentary
ADM Exceeds 5M Regenerative Agriculture Acreage Gal
September 9, 2025
London Wheat Report
Source: FutureSource
Wheat was back at it today, continuing from where we left off last night. Matif milling wheat hitting 14 year highs as concerns continue of the Russian export restrictions and how they may create additional demand for European wheat. Supplies are already tight following smaller than expected crops in certain regions and with strong international demand, they will need to price themselves out of additional demand.
London Wheat May22 (purple) and Euronext Dec21 (blue) plotted below.
Russian exports of wheat decreased to 23.9 million tonnes in the first nine months of 2021 from 24.7 million tonnes a year ago, official customs data showed.
Brazil’s soybean planting for the 2021/22 season has be proceeding at a rapid pace, and as a result the Brazilian futures prices are sliding, making them more competitive against their main rival, the US.
Soybean planting for the 2021/22 season is proceeding at such a fast pace that futures prices for Brazilian soy are falling and making it more competitive against its main rival, the United States, according to experts consulted by Reuters. Will a big Brazilian crop mean even less Chinese demand for US beans?
Contact the ADMISI Grains and Oilseeds Derivatives Brokerage team
Hanne Bell, Ryan Easterbrook, Dominic Enston, Aaron Stockley-Isted
Phone: +44 (0)20 7716 8477 or +44 (0)20 7716 8140 Email: intl.grains@admisi.com
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Risk Warning: Investments in Equities, Contracts for Difference (CFDs) in any instrument, Futures, Options, Derivatives and Foreign Exchange can fluctuate in value. Investors should therefore be aware that they may not realise the initial amount invested and may incur additional liabilities. These investments may be subject to above average financial risk of loss. Investors should consider their financial circumstances, investment experience and if it is appropriate to invest. If necessary, seek independent financial advice.
ADM Investor Services International Limited, registered in England No. 02547805, is authorised and regulated by the Financial Conduct Authority [FRN 148474] and is a member of the London Stock Exchange. Registered office: 3rd Floor, The Minster Building, 21 Mincing Lane, London EC3R 7AG.
A subsidiary of Archer Daniels Midland Company.
© 2025 ADM Investor Services International Limited.
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