Written Commentary
ADM Exceeds 5M Regenerative Agriculture Acreage Gal
September 9, 2025
Source: Future Source
Good volumes trade on London wheat as the selling continues. Warmer temperatures and some rain have helped our domestic crops and things are looking a lot better than they were 3 weeks ago. This has led to some farmer selling and our markets have come off as a result, this is also in line with external markets.
A big chunk of London wheat May21 went to tender today, 346 lots with 147 lots of that original tenders. With 3 trading days to go until this contract expires, there is still a bit of business to be done.
Last week’s sell off has brought some demand with the USDA’s export sale notice showing 1.7mmt of corn sold to China for the 2021/22 year. The markets seemed to shrug this off and new crop corn continued to trade lower.
US Wheat markets struggled after rains were seen in the HRW country and forecast for spring wheat in the Dakota’s and Canadian Prairies.
Brazilian safrinha crop saw little change with dry conditions and warming temps adding to stress.
The Russian Federal Centre of Quality & Safety Assurance for Grain & Grain Products said on its website that Wheat shipments for the current season totalled 36.4 MMT as of May 13th, increase of 9% so far this season.
Ukraine’s APK-Inform agriculture consultancy has kept its forecast for Ukraine’s 2021 grain harvest unchanged at 73.6 million tonnes. The harvest totalled 64.9 million tonnes in 2020.
Contact the ADMISI Grains and Oilseeds Derivatives Brokerage team
Hanne Bell & Ryan Easterbrook
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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