EPISODE · May 11, 2026 · 10 MIN
Big Week for Commodities: Iran War, China Deal & USDA WASDE Could Move Markets
from Arlan Suderman: Commodity Outlook
Arlan Suderman, Chief Commodities Economist at StoneX, outlines why this is a pivotal week for commodities — with the Iran conflict, U.S.–China trade negotiations, and the USDA WASDE report all converging to drive market direction.In this May 11 update, Arlan covers:Why the ongoing Iran conflict continues to tighten global energy and fertilizer suppliesHow disruptions in the Strait of Hormuz are impacting oil, inflation, and global growthWhat to expect from President Trump’s trip to Beijing and potential U.S.–China trade agreementsWhich ag commodities could be included in a deal — and why soybeans may not be a major factorKey expectations heading into the USDA WASDE report and new crop balance sheetsWhy corn, soybean, and wheat ending stocks may come in tighter than trade estimatesHow markets could react to trade surprises, weather risks, or geopolitical developmentsWhat to watch as volatility increases heading into summer Stay ahead of the markets with Arlan’s Market Intelligence Plan:https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001… Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #Commodities #AgMarkets #WASDE #EnergyMarkets #OilMarkets #ChinaTrade #Iran #GrainMarkets
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Big Week for Commodities: Iran War, China Deal & USDA WASDE Could Move Markets
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