Two agricultural commodities, sugar and wheat, were notable for strong performances in the last session, but only one managed to extend gains into early deals on Monday.
And that wasn't sugar.
Prices of the sweetener gained 2.6% in the last session – and hit 20.16 cents a pound at one point, their highest in nearly a year - after fire tore through a port warehouse belonging to Copersucar, Brazil's largest producer of the sweetener and ethanol.
"This worsened concerns about the supply of raw sugar," Joyce Liu at Phillip Futures said, noting also the rain which has been slowing Brazil's cane harvest.
'Compounded market worries'
At Commonwealth Bank of Australia, Luke Mathews said: "The fire in Brazil spooked traders and led to significant short covering and large spread movements.
"Brazilian sugar production is already down on expectations this year, so any further losses compounded market worries."
However, was the damage quite as severe as had been thought?
While it is as yet unclear for how long Copersucar sugar export activities will be disrupted for, with estimates between three and six months, the co-operative did say that 180,000 tonnes of raw sugar had been destroyed - less than the 300,000 tonnes initially reported.
Raw sugar for March stalled at 19.50 cents a pound in New York as of at 09:55 UK time (04:55 New York time, 03:55 Chicago time).
'Large buyers of US wheat'
As for wheat, it managed to extend its winning streak, adding 0.6% to $7.10 ¼ a bushel in Chicago for December delivery, as worries over tighter world supplies persisted.
Argentina's estimate last week of an 8.8m-tonne harvest - well below forecasts from other commentators including the US Department of Agriculture, which has the crop at 12.0m tonnes – continues to prove a major prop to values.
On the face of it, "lower wheat production in Argentina limits their exportable surplus and means Brazil will remain large buyers of US wheat," as Mr Mathews noted.
But there is more, in that many investors believe a crop of that size will prompt Argentina's government, which has a rich history of intervention in agricultural markets, will ban exports altogether.
While denting export earnings, this would keep domestic prices in check, and avoid the risk of spiralling food inflation which, as North Africa's recent experiences have reminded, can fuel social unrest.
'Rain will be critical'
But US prices are also being lifted by ideas that supplies from some other major exporters are not so healthy either, with Ikar, the market analysis group, estimating on Friday that the rain restrictions to autumn sowings have already cost Russia 4m tonnes of wheat production.
Sure, area left void now can be planted in the spring. But spring wheat has lower yields than winter wheat.
Besides, farmers will likely opt to put much of the non-seeded area into spring crops such as corn or sunflowers instead.
Meanwhile, although Australia's nascent harvest is not providing any major concerns, there are some niggles.
"Hot and dry conditions continue to plague producers across the eastern states, leading to a loss of yield potential," Mr Mathews said, although noting forecasts for rains heading into southern New South Wales and Victoria.
"The rain will be critical in ensuring further yield losses are avoided."
There are ideas on the market, anyway, of hefty demand for US supplies, from China as well as Brazil.
Benson Quinn Commodities, flagging fresh rumours of sales of five-to-six cargoes of wheat to China, equivalent to perhaps 200,000-250,000 tonnes, said that "any confirmation of rumoured business will attract additional buying".
Late on Friday, the US Department of Agriculture revealed, in delayed data, that US wheat export sales for the week to September totalled 837,000 tonnes, twice some market estimates.
Still, the market on Monday also received a reminder that US supplies can be uncompetitive to some destinations, with an Iraq tender showing Ukraine wheat as the cheapest offered, at $326 a tonne c&f, while Romanian was offered at $348.35 a tonne and Russian at $355 a tonne.
Australian wheat was priced at $362.50, Canadian and $369.90 a tonne and US at $394 a tonne.
With wheat firm, that gave some help to corn too, which added 0.3% to $4.42 ¾ a bushel in Chicago for December delivery, keeping below $2.60 a bushel at least its already high discount to wheat.
The USDA data showed decent corn exports too in the week to September 26, of 775,300 tonnes, in the top end of market estimates, and prospects for USDA data backlogged by the Washington shutdown revealing further large orders gave bulls some traction despite forecasts for a record US harvest.
"Corn futures continue to chop higher as traders wait for updated weekly export sales. Many expect a large number due to talk of sales with China, Japan and Mexico," CHS Hedging said.
As for the harvest, on progress, a USDA report revealed after the close of play is seen showing some 35% of the US crop in the barn.
For soybeans, the figure is expected nearer 55-60% completion, and with light showers this week expected to see continuing rapid progress.
"This equates to near 1.89bn bushels of fresh supplies based on USDA's forecasted production of 3.15bn bushels in September, and should start to alleviate some of tight pipeline issues," Kim Rugel at Benson Quinn Commodities said.
Still, there are ideas of huge figures for US export sales too to be released from the USDA, on top of shipments which have already reached 976m bushels so far for 2013-14 – 71% of the forecast for the full season, less than two months in.
A year ago, the figure was 64%.
Soybeans for November added 0.4% to $12.96 a bushel.