Written Commentary
ADM Exceeds 5M Regenerative Agriculture Acreage Gal
September 9, 2025
London Wheat Report
Similar stories this morning of late ‘’ – Chicago wheat prices rose on Monday, rebounding from losses late last week, with the market buoyed by concerns about crops in several key exporting countries including Russia and Ukraine..’’ I wonder how much legs this will have this time as we continue to see this storyline rearing its head.
Corn and beans were supported today after concerns over crop losses in Brazil’s flood-devastated Rio Grande do Sul. Excessive rains and heavy flooding have continued to constrain cargo movement at Rio Grande port, the country’s fourth largest for soybean exports and third largest for fertilizer imports.
Wheat markets were on fire today. Chicago seemed to find more support as the day went on, the overnight session was up 10 cents and at the time of writing 30 cents was the magic number in the green. This is the largest rally in over 10 months for a single day’s trading. Similar story on Matif where again, the support continued to grow throughout the day. Across the curve Matif closed around 10 Eur up.
London, like Matif and Chicago was well supported. Nov 24 was the only month to trade for just shy of 400 lots and traded in a £6.25 range between £214.90 and 221. London actually opened lower before increasing support throughout the day closed Nov at £221, £6.10 up.
Contact the ADMISI Grains and Oilseeds Derivatives Brokerage team
Ryan Easterbrook or Aaron Stockley-Isted
Phone: +44 (0)20 7716 8477 or +44 (0)20 7716 8140 Email: intl.grains@admisi.com
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.
Futures and options trading involve significant risk of loss and may not be suitable for everyone. Therefore, carefully consider whether such trading is suitable for you in light of your financial condition. The information and comments contained herein is provided by ADMIS and in no way should be construed to be information provided by ADM. The author of this report did not have a financial interest in any of the contracts discussed in this report at the time the report was prepared. The information provided is designed to assist in your analysis and evaluation of the futures and options markets. However, any decisions you may make to buy, sell or hold a futures or options position on such research are entirely your own and not in any way deemed to be endorsed by or attributed to ADMIS. Copyright ADM Investor Services, Inc.
