Soybeans & oilseeds
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'Strong' demand to keep soy prices high, compared with corn

China's appetite for soybeans will prevent a US glut of the oilseed, despite record sowings. But corn exports will see "stiffer competition"

Argentina lifts wheat crop to record high - but cuts corn, soy area hopes
Argentina lifts its estimates for its wheat harvest - and exports. Rains have curbed corn, soybean sowings. But will they boost yields?
US farmers to sow even more cotton, soy this year than thought
... at the expense of grains, plantings of which will be depressed by soft prices, officials say. Wheat seedings will fall to the lowest on record
Rabo sanguine on cocoa, soy, wheat prices - but cautious on cotton
Rabobank flags a "supportive outlook" for wheat futures, and scope for cocoa, soy price gains. There are bullish factors in cotton too, but...
Palm oil prices to 'stay strong' - for now
... says TA Securities, proposing that plantations have not yet got over El Nino-caused dryness. Still, lower prices do lie ahead
Soft commodities better bets than grains, says Goldman Sachs
The bank sees upward potential for cocoa, coffee and sugar futures. But the extent of supplies means corn and soybeans look overvalued
Wilmar profits soar, as ag prices rally
Higher palm oil and sugar prices support Wilmar revenues and profits, with opportunities in China setting a positive tone for 2017
Hedge funds hike bullish ag bets - spurring fears of grains selldown ahead
Hedge funds hike their net long in agricultural commodities to the highest since June. But do fundamental factors "need to catch up" with sentiment?
US upgrades South America as rival in corn, wheat exports
The US cuts long-term forecasts for its share of world corn and wheat exports - even as worries grow over Mexico shifting orders to Brazil
Ag reforms to lift China's crop, meat import needs, says USDA
A subsidy shake-up may "constrain" farm output, US officials say, hiking forecasts for China's soybean and meat imports
Sipef ramps up palm oil sales, foreseeing drop in prices ahead
Palm oil prices will ease as production recovers, the plantations group says, and it is selling while the going is good
Idea of Mexico ditching imports of US corn, soy 'doesn't work' - Bunge
... at least on cost grounds, Bunge boss Soren Schroder says, while flagging the prospect of a wave of crop selling by South American farmers
Funds turn bullish on commodities, as brokers foresee ag price gains
More fund managers are bullish on commodities than bearish for only the second time in four years, BoAML says, with brokers "positive" on prices
Will US soybean sowings really gain so much over corn? previews a much-anticipated US agriculture conference this week which will go a long way to setting the grain market tone

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