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Weak Indian demand ideas fuelling sugar price rout are 'not very probable'

... says Sao Martinho, expanding on its reasoning for forecasting a sugar price rebound from levels well below production costs

AM markets: spring wheat nears $7, as US crop estimates drop
Spring wheat futures hit a fresh three-year high, amid talk of shrinking estimates for the drought-hit US crop. Corn and soybeans struggle to follow
Markets 'underpricing' arabica coffee futures, says Marex
... flagging the role of a "huge reallocation of fund assets" in driving futures to 15-month lows, and seeing upbeat signals in cash markets
Texas rains ease cotton market nerves, after US crop rating falls anew
The cotton crop deteriorates further, beset by factors from from Tropical Storm Cindy to "worm issues". What will area data on Friday hold?
Spring wheat futures hit 2-year top. How much higher can they go?
SocGen calls time on a bullish bet on spring wheat's premium over lower quality winter grain. But others take a different lesson from history
Sao Martinho sees recovery in sugar prices from 19-month lows
The Brazilian cane processor is "very optimistic" on longer term fundamentals for sugar, and sees cause for price rises shorter-term too
EU trims wheat yield hopes - but cites dryness in Spain, not France
... although last week's heatwave will have "affected" French yields, Mars says. Ukraine's wheat crop gets a downgrade, but Russia's looks fine
Boparan says 'pursuing right strategy', despite profits drop
The owner of the UK's 2 Sisters Food Group poultry-to-pizza business blames one-off factors, including bird flu, for a profits drop
Hedge funds hike bearish bets on softs to record high - 'heralding price gains'
Speculators lift bearish betting on cocoa, coffee, cotton and sugar to an all-time high, while cutting short positions in wheat - at a loss
Rabo 'bullish' on arabica, sugar futures - but cautious on grain prices
The bank cuts forecasts for arabica coffee and sugar prices, but to levels above the futures curve, while proving less upbeat on grain values
French wheat crop rating tumbles as heatwave saps crops
... but the prospect of more benign weather ahead prevents much of a rally in Paris wheat futures
SocGen calls time on bearish arabica bet - as premium hits historic low
The bank closes a call for investors to bet on a shrinking arabica premium over robusta coffee - as the gap hits its lowest since 2008
Argentina issues soy, wheat downgrades - but ups corn harvest
The South American ag powerhouse trims its wheat sowings estimate close to figures from other forecasts. But corn output will hit a record
Ag trade in the era of Trump and Brexit - new Agrimoney report

Donald Trump's election, and dynamics evident in Brexit, pose big questions - including in agriculture. A new Agrimoney report gives answers

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