Arlan Suderman: Commodity Outlook

Arlan Suderman, Chief Commodities Economist at StoneX, explains why renewed attacks in the Strait of Hormuz aren't triggering panic in commodity markets—and what traders should be watching instead.In this July 9 update, Arlan covers:Why Iran's latest attacks on commercial ships have disrupted traffic through the Strait of HormuzHow the U.S. response is changing the security outlook in the regionWhy shipping costs and insurance premiums continue to riseThe long-term implications for crude oil, diesel, natural gas, and fertilizer marketsWhy grain and oilseed markets are shifting their focus back to Midwest weatherHow changing weather forecasts are impacting corn pollination and soybean developmentThe latest on China's soybean purchases and what they signal for future demandWhy China's political commitments could reshape U.S. grain exportsWhat to watch next as geopolitical risk and agricultural fundamentals continue to collideStay ahead of the markets with Arlan's Market Intelligence Plan:US Ag Analyst Insights - Market Reports SubscriptionSubscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #CommodityMarkets #StraitOfHormuz #Iran #GrainMarkets #CornMarkets #Soybeans #EnergyMarkets #ChinaTrade #Agriculture #MarketUpdate

Arlan Suderman, Chief Commodities Economist at StoneX, looks back on a difficult month for commodity markets and explains the three key factors that will determine where grain and oilseed prices go next.In this June 26 update, Arlan covers:Why 23 of 27 major commodities declined during JuneHow changing market sentiment has shifted money out of commoditiesWhy the Strait of Hormuz remains a wildcard despite ceasefire headlinesWhat to expect from USDA's upcoming Quarterly Stocks and Acreage reportsHow July weather and corn pollination could shape the marketWhy China’s soybean purchases remain one of the biggest unknownsWhat additional demand from China or Iran could mean for U.S. balance sheetsWhy strong biofuel demand continues supporting soybean crushThe long-term outlook for corn, soybeans, and global agricultural demandStay ahead of the markets with Arlan’s Market Intelligence Plan:US Ag Analyst Insights - Market Reports SubscriptionSubscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #CommodityMarkets #GrainMarkets #CornMarkets #Soybeans #USDA #ChinaTrade #Agriculture #MarketOutlook #RiskManagement #Weather

Arlan Suderman, Chief Commodities Economist at StoneX, explains why grain and oilseed markets found support this week and what recent soybean sales may reveal about global demand.In this June 17 update, Arlan covers:Why grain and oilseed markets rebounded after heavy selling pressureThe latest rumors surrounding potential Chinese soybean purchasesWhat USDA's flash soybean sale announcement could meanWhy StoneX believes recent soybean purchases may be heading elsewhereHow lower prices are attracting end-user demandThe growing weather concerns impacting wheat production in EuropeWhy traders are becoming more reluctant to sell market breaksWhat is really happening with the Strait of Hormuz reopeningWhy energy, LNG, and fertilizer supply risks remain elevatedWhat to watch from today's Federal Reserve meeting and policy statementStay ahead of the markets with Arlan’s Market Intelligence Plan:US Ag Analyst Insights - Market Reports SubscriptionSubscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #Soybeans #ChinaTrade #GrainMarkets #CommodityMarkets #Agriculture #WheatMarkets #EnergyMarkets #FederalReserve #MarketUpdate #RiskManagement

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the newly announced Iran agreement and explains why commodity markets may be underestimating the long-term risks facing energy, fertilizer, and agricultural markets.In this June 15 update, Arlan covers:What the Iran agreement actually does — and does not — accomplishWhy equity markets are rallying while commodities sell offThe challenges of reopening the Strait of HormuzWhy energy and fertilizer flows won't return to normal overnightHow damage to oil, natural gas, and fertilizer infrastructure could impact markets for yearsThe implications for global fertilizer availability and productionWhy end users should be evaluating coverage opportunitiesWhat the breakdown below key support levels means for corn pricesHow favorable Midwest weather is influencing grain market sentimentWhy China's soybean purchasing commitments remain a key wildcard for marketsStay ahead of the markets with Arlan’s Market Intelligence Plan:US Ag Analyst Insights - Market Reports SubscriptionSubscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #Iran #CommodityMarkets #GrainMarkets #CornMarkets #Soybeans #EnergyMarkets #Fertilizer #RiskManagement #StraitOfHormuz #Agriculture

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the key takeaways from USDA's June WASDE report and explains why a potential Iran ceasefire may not eliminate commodity market risk anytime soon.In this June 12 update, Arlan covers:What mattered most in USDA's June WASDE reportWhy soybean crush demand continues to exceed expectationsThe outlook for corn exports and ethanol demandHow rising corn production in India is changing the global balance sheetWhy fertilizer availability could become a major concern heading into 2027The significance of December corn holding support near $4.40What a potential Iran memorandum of understanding could mean for marketsWhy Arlan remains skeptical of a lasting Middle East peace agreementThe critical role of the Strait of Hormuz in global energy and fertilizer suppliesWhy commodity risk may remain elevated even if a ceasefire is announcedStay ahead of the markets with Arlan’s Market Intelligence Plan:US Ag Analyst Insights - Market Reports SubscriptionSubscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #WASDE #Iran #CommodityMarkets #CornMarkets #Soybeans #Fertilizer #EnergyMarkets #StraitOfHormuz #RiskManagement #Agriculture

Arlan Suderman, Chief Commodities Economist at StoneX, previews the June WASDE report and explains why grain and oilseed markets may be at a critical turning point after weeks of heavy fund liquidation.In this June 10 update, Arlan covers:What to expect from USDA's June WASDE reportWhy significant changes to corn and soybean yields are unlikelyThe surprising deterioration in winter wheat crop ratingsHow South American corn and soybean production estimates could be adjustedWhy speculative funds paused their selling ahead of the reportEvidence that end users are stepping in to buy the recent market breakWhat stronger soybean and corn basis levels in Brazil are signalingChina's continued demand for Brazilian soybeansHow ethanol demand is supporting Brazil's corn marketWhy weather remains the biggest variable for U.S. crop prospectsJoin Arlan live for our upcoming WASDE Webinar:Summary - Arlan Suderman's Market OutlookSubscribe for more market insights from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #WASDE #CornMarkets #Soybeans #WheatMarkets #CommodityMarkets #GrainMarkets #USDA #Agriculture #MarketUpdate #CropConditions

Arlan Suderman, Chief Commodities Economist at StoneX, takes a deep dive into the U.S. soybean balance sheet and explains why China's purchasing decisions may have a bigger impact on soybean prices than weather this summer.In this June 3 update, Arlan covers:Why soybean futures have come under pressure despite strong crush demandWhat current crop ratings are signaling about the 2026 soybean cropHow additional soybean acreage could impact production estimatesWhy soybean crush remains a major source of demand growthThe role of soybean oil and biofuel demand in supporting the marketWhether USDA's export projections are realisticWhy U.S. soybeans remain significantly more expensive than Brazilian suppliesWhat China's commitment to purchase 25 million metric tons could mean for the balance sheetHow Chinese soybean buying would reshape global trade flowsThe potential impact on U.S. ending stocks and soybean pricesStay ahead of the markets with Arlan’s Market Intelligence Plan:https://shop.stonex.com/es-latam/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821Subscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #Soybeans #ChinaTrade #CommodityMarkets #AgMarkets #GrainMarkets #SoybeanPrices #Biofuels #Exports #MarketUpdate #Agriculture

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the latest developments in the Middle East after President Trump released what appears to be a final set of demands for Iran — and explains why commodity markets reacted immediately.In this May 29 update, Arlan covers:Whether Trump's latest statement represents a peace agreement or an ultimatumWhy crude oil, grain, and oilseed markets moved sharply on the headlinesThe key risks that remain even if a deal is reachedWhy reopening the Strait of Hormuz may not immediately restore global commodity flowsHow oil and LNG supply disruptions could continue for monthsThe ongoing implications for global fertilizer production and availabilityWhat strong U.S. corn export sales are signaling to the marketWhy China remains a key wildcard for corn and soybean demandHow biofuel demand continues to support soybean oil pricesWhat traders should watch heading into the weekendStay ahead of the markets with Arlan’s Market Intelligence Plan:https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821Subscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #Iran #OilMarkets #GrainMarkets #Soybeans #CornMarkets #CommodityMarkets #Biofuels #EnergyMarkets #StraitOfHormuz #MarketUpdate

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down why commodity markets sold off sharply on optimism surrounding Iran negotiations, and why significant risks may still remain ahead. In this May 26 update, Arlan covers:Why markets reacted to reports that the U.S. and Iran are “95%” toward a dealThe critical final issues still preventing a true agreementWhy the Strait of Hormuz remains a major global risk factorHow crude oil weakness is pressuring grain and oilseed marketsWhy fertilizer and fuel supplies could still tighten in the months aheadHow algorithmic trading continues driving market volatilityWeather concerns impacting China’s wheat cropWhat China’s grain needs could mean for U.S. corn and wheat demandWhy soybean purchases from China remain a key focus heading into summerWhat to watch in upcoming U.S. crop condition reports and weather patternsStay ahead of the markets with Arlan’s Market Intelligence Plan:https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821Subscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #Iran #OilMarkets #GrainMarkets #Soybeans #CornMarkets #CommodityMarkets #Fertilizer #ChinaMarkets #WheatMarkets #EnergyMarkets

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the latest White House announcement on U.S.-China trade negotiations — and why grain and oilseed markets reacted sharply higher to start the week.In this May 18 update, Arlan covers:What the alleged new China ag purchase agreement includesWhy soybean markets rallied overnightThe significance of the proposed $17B in additional U.S. ag purchasesWhat this could mean for corn, wheat, beef, ethanol, and other commoditiesWhy traders remain reluctant to build large short positionsHow China’s weaker economic data may influence future buyingWhat to watch next for crop progress, weather, and export demandWhy biofuels and fertilizer concerns continue supporting the Ag marketsStay ahead of the markets with Arlan’s Market Intelligence Plan:https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821Subscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #Soybeans #CornMarkets #WheatMarkets #ChinaTrade #AgMarkets #CommodityMarkets #Biofuels #GrainMarkets #Exports #Agriculture

Arlan Suderman, Chief Commodities Economist at StoneX, explains why grain and oilseed markets are under pressure despite bullish supply fundamentals, tightening global inventories, and ongoing inflation concerns. In this May 15 update, Arlan covers:- Why investor money flow and market sentiment are overriding traditional supply-and-demand fundamentals- How computerized trading and headline-driven momentum are impacting grain and oilseed markets- What disappointed the markets following President Trump’s trade meetings with China- Why expectations for major Chinese soybean purchases may be unrealistic- How the USDA’s latest outlook tightened supply expectations for corn and wheat- Why E15 legislation could still have major implications for long-term demand- How inflation, treasury yields, and energy markets continue to support commodities longer term- Why fertilizer shortages could become a major supply issue heading into 2027- What producers and end users should watch as volatility acceleratesStay ahead of the markets with Arlan’s Market Intelligence Plan:https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001Subscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #Commodities #AgMarkets #GrainMarkets #Corn #Soybeans #Wheat #ChinaTrade #Inflation #RiskManagement

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

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down signs that the Iran conflict may be nearing an end — and why that does not mean the market risk is over.In this April 17 update, Arlan covers:Why markets are reacting to signs the war may be winding downWhat the reopening of the Strait of Hormuz could mean for oil and shipping flowsWhy crude oil, grain, and oilseed markets are reversing as money flow shiftsHow damage to oil, gas, and fertilizer infrastructure could keep supply tight for months or longerWhy fertilizer may become a bigger 2027 issue even if the conflict ends soonWhat to watch next as negotiations continueStay ahead of the markets with Arlan’s Market Intelligence Plan:https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821Subscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #OilMarkets #Fertilizer #GrainMarkets #CrudeOil #EnergyMarkets #Iran #OATT #OOTT

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the weekend developments in Iran and what the latest U.S. blockade move could mean for commodity markets. In this update, Arlan covers:Why the U.S. blockade marks a major escalation in the Iran conflictWhat a shutdown of Iranian shipping could mean for oil and fertilizer flowsWhy corn and wheat prices are trading above pure supply-and-demand fundamentalsHow energy inflation and fertilizer shortages could keep elevating the floor under food-based commoditiesWhy Asia and Europe may feel the most acute shortages firstWhat China’s latest moves could mean for trade and Taiwan riskStay 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 #OilMarkets #Fertilizer #GrainMarkets #Corn #Wheat #CommodityMarkets #Iran #OATT #OOTT #Hormuz #Oilprices

Arlan Suderman, Chief Commodities Economist at StoneX, explains why the next 36 hours could be critical for grain, energy, and fertilizer markets.In this April 6 update, Arlan covers:Why the Strait of Hormuz remains the biggest near-term market driverHow a ceasefire or de-escalation could remove some war premium from commodity marketsWhy further escalation could push energy and fertilizer prices even higherWhat to watch ahead of this week’s USDA WASDE reportWhy soybeans still have support while corn and wheat face pressureFor deeper energy, grain, and livestock market analysis from Arlan, subscribe to his Market Intelligence Plan here:https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821Subscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #GrainMarkets #EnergyMarkets #Corn #Soybeans #Wheat #Fertilizer #WASDE #OATT #OOTT

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the latest USDA quarterly grain stocks report and explains what is really driving the grain and oilseed markets right now.In this April 1 update, Arlan covers:How war headlines influenced grain and oilseed buyingWhat the March 1 USDA grain stocks data says about corn, soybeans, and wheatWhy corn stocks came in lower than expectedWhat the report could mean for soybean and wheat balance sheetsWhy large supplies are still pressuring basisHow fertilizer risk could shape the grain outlook going forwardIf you follow corn, soybeans, wheat, basis, USDA reports, and commodity market trends, this is a key update from the trading floor.Subscribe for more market insight from Arlan Suderman and StoneX.

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down why the EPA’s final biofuels rule could be a major demand driver for feedstocks and ag markets.In this March 30 update, Arlan covers:Why the new EPA biofuels guidelines look bullish for soy oil and feedstock demandWhat the final renewable volume obligations mean for renewable dieselHow energy shortages and the Strait of Hormuz disruption are reshaping commodity flowsWhy fertilizer shortages and food security headlines are getting market attentionWhat this could mean for corn, soybeans, wheat, and grain/oilseed money flowIf you follow biofuels, grain markets, oilseeds, fertilizer, and global commodity risk, this is the market update to watch.Subscribe for more trading-floor updates from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #Biofuels #SoybeanOil #Corn #Soybeans #Wheat #GrainMarkets #CommodityMarkets #EPA #OOTT

Geopolitical risk just escalated — and energy and agriculture markets are reacting.Following a coordinated U.S.–Israel strike on Iran, crude oil prices surged as tanker traffic slowed through the Strait of Hormuz — the critical chokepoint for roughly 20% of global crude exports.StoneX Chief Commodities Economist Arlan Suderman breaks down what this means for:• Crude oil prices and global energy flows• Strait of Hormuz shipping disruptions• Fertilizer supply risks (urea, ammonia, phosphate)• The spike in Gulf urea prices• Soy oil rally and rising biofuel demand• EPA biofuel RVO developments• U.S.–China trade tensions and Xi–Trump negotiationsWith fertilizer production concentrated in the Middle East and energy markets on edge, agriculture and commodity markets are tightly linked to unfolding geopolitical developments.Arlan also examines:• How long military disruptions could last• The risk of an Iranian power vacuum• Why China stands to lose if Iran’s regime changes• Whether higher crude prices could accelerate U.S. biofuel policyIf you trade or follow crude oil, grains, fertilizers, biofuels, or global macro markets, this is a critical update from the StoneX trading floor.Subscribe for ongoing commodity market analysis from StoneX. https://shop.stonex.com/products/us-ag-analyst-insights?

Are we witnessing a major shift in China’s agricultural trade policy?In today’s market update, Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the overnight headlines following President Trump’s call with China’s President Xi — and the 50‑cent surge in soybean futures that followed.In this episode, Arlan covers:Trump’s request for China to buy an additional 8 million metric tons of U.S. soybeansChina’s newly released “Number One Document” and a surprising shift away from self‑sufficiency messagingWhy Brazilian soybeans remain cheaper — and how that complicates U.S. export potentialWhat a forced Chinese purchase would mean for global basis levelsBiofuel policy expectations and the impact on U.S. crush demandWhy Arlan remains skeptical — but why the possibility still mattersStay informed on developments that could reshape U.S. export opportunities and global grain flows.Like & Subscribe for continued updates as the situation evolves.Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights:https://shop.stonex.com/products/us-ag-analyst-insights?

StoneX Chief Commodities Economist Arlan Suderman breaks down the new 45Z clean fuel production credit and why carbon intensity (CI) scores now decide value. He details the post‑2025 North America‑only feedstock rule, high-risk status for imported used cooking oil (UCO), and the removal of ILUC—plus what he’s watching next from the EPA on RVOs.What’s inside:45Z is out: Technology‑neutral, CI‑driven credit (2025–2029)North America-only feedstocks after Dec 31, 2025 (no blending/dilution; origin matters)Imported UCO (EUCO) flagged as high risk; foreign UCO pathways excluded in 45Z CF GREET after 2025ILUC removed starting in 2026 → improves soy biodiesel CICredit math: CI score is the gatekeeper; up to $1/gal if PWA rules met (indexed)Winners vs. losers: Efficient, low‑CI plants vs. older, higher‑CI operationsMarket implications: U.S. soy oil structurally advantaged; crush margins supportedNext shoe to drop: EPA RVOs timing likely late Feb–early March (post OMB review)Like & Subscribe for real‑time market updates from the trading floor.Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights: https://shop.stonex.com/products/us-ag-analyst-insights?#StoneX #Biofuels #45Z #Soybeans #Biodiesel #RenewableDiesel #CarbonIntensity #GREET #EPA #RVO #UsedCookingOil #ILUC

In today’s Update From the Trading Floor, Arlan Suderman, Chief Commodities Economist at StoneX, breaks down a major geopolitical development in China, a sweeping purge inside the Central Military Commission, and what it means for U.S. soybean exports, global commodity flows, and ongoing U.S.–China trade negotiations.Arlan explores:China's military leadership purge and why top generals close to President Xi are being removedSigns of cracks in Xi Jinping’s power base and how that increases geopolitical riskHow instability in China affects soybean shipments, biofuel demand, and global crushersThe status of U.S.–China trade talks following meetings at DavosWhy rare earth minerals and new Canada–China agreements may fuel fresh trade tensionsThe outlook for Brazilian and Argentine crops and competitiveness against U.S. soybeansHow Taiwan remains a key flash point and why China likely stays quiet for nowWith China’s military shaken and global markets watching closely, Arlan explains why the current climate may actually support U.S. soybean shipments in the near term — and what to watch next. Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights: https://shop.stonex.com/products/us-ag-analyst-insights?Like & Subscribe to receive Arlan’s weekly updates from the trading floor.

President Trump addressed global leaders at the World Economic Forum in Davos, clarifying that the United States will not invade Greenland—a statement that helped ease market volatility after recent geopolitical fears rattled equities and commodities.In this morning update from the trading floor, Arlan Suderman, Chief Commodities Economist at StoneX, breaks down:Why Greenland matters strategically and why invasion fears were overblownHow easing geopolitical tension is impacting financial and commodity marketsChina’s reported purchase of 12 million metric tons of U.S. soybeansWhy soybean export risks remain skewed to the downsideWhat upcoming EPA biofuel guidance could mean for the soybean complexWith Brazilian supplies entering the global market and China likely finished buying U.S. soybeans for now, Arlan explains what needs to happen for USDA export targets to be met—and where the risks lie.Stay informed with real-time market insights directly from the trading floor.Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights: https://shop.stonex.com/products/us-ag-analyst-insights?

Chief Commodities Economist Arlan Suderman breaks down how rare earth mineral supply chains, geopolitical strategy, and upcoming farm aid negotiations are influencing market sentiment.Arlan explains new White House findings on U.S. dependence on foreign processing, China’s rare earth export restrictions, and why Venezuela’s mineral resources add another layer to global leverage. He also highlights the latest developments on the $11.1B in farm aid, budget negotiations, and potential shutdown risk ahead of January 30.Topics:• Rare earth supply risk & China’s dominance• Venezuela’s role in mineral access• National security implications• Farm aid timelines & political dynamics• What traders and producers should watch🔔 Subscribe for daily updates from the StoneX trading floor.Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights: https://shop.stonex.com/products/us-ag-analyst-insights?

Chief Commodities Economist Arlan Suderman breaks down how policy decisions, credit-market dynamics, and rising geopolitical tension are shaping commodity markets as the week begins.Coming to you from the trading floor, Arlan discusses renewed calls to cap consumer borrowing rates, why lower credit-card interest may stimulate spending in the short term but increase long‑term economic risk, and how markets tend to respond to government involvement in financial systems.Arlan then shifts to the global stage, examining whether the United States may be applying strategic economic pressure on China, drawing historical parallels to Cold War–era policy, military spending, and long‑term geopolitical competition. He explores how demographic trends, debt growth, and slowing investment could factor into future market dynamics.In this update:• Credit markets and consumer behavior• Short‑term stimulus vs. long‑term economic risk• Geopolitical strategy and historical parallels• China’s economic pressure points and global implications• Why outside markets matter more for commoditiesStay informed with daily insight from StoneX.Subscribe for commodity market updates from the trading floorGet exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights: https://shop.stonex.com/products/us-ag-analyst-insights?

The U.S. strike on Venezuela and the arrest of President Maduro could have ripple effects far beyond Latin America. Arlan Suderman, Chief Commodities Economist at StoneX, explains how China’s investments in Venezuela, the risk of troop deployment, and Taiwan’s flashpoint could reshape global trade and commodity markets.Key Insights:Venezuela’s oil reserves and U.S. sanctionsChina’s strategic foothold in South AmericaCould Taiwan tensions escalate?Impact on crude oil, soybeans, and U.S.-China tradeStay ahead of market-moving events with expert analysis. Subscribe for more insights from the trading floor!Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights: https://shop.stonex.com/products/us-ag-analyst-insights?#Venezuela #China #Taiwan #CommodityMarkets #CrudeOil #Soybeans #ArlanSuderman #StoneX

Join Arlan Suderman, Chief Commodities Economist at StoneX, for an in-depth look at the latest geopolitical developments and their impact on global commodity markets.Today’s discussion covers:China’s “Justice Mission 2025” military drills around Taiwan—the most intense yetWhy Taiwan remains the flashpoint that could derail U.S.–China trade dealsHistorical parallels with Russia–Ukraine and what they mean for future risksKey implications for grain, soybeans, and pork marketsAs we close out 2025, will tensions ease—or are we seeing signs of a bigger storm ahead? Arlan breaks down what traders and producers need to know heading into 2026.Subscribe for daily market insights.Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights: https://shop.stonex.com/products/us-ag-analyst-insights?#Commodities #TaiwanCrisis #China #GrainMarkets #Soybeans #StoneX #ArlanSuderman #GeopoliticsThe trading of derivatives such as futures, options, and over-the-counter (OTC) products or “swaps” may not be suitable for all investors. Derivatives trading involves substantial risk of loss. Past results are not necessarily indicative of future results. © Copyright 2025. All rights reserved.

Join Arlan Suderman, Chief Commodities Economist at StoneX, for an in-depth market update from the trading floor. As the war surrounding Ukraine intensifies and attacks on Odessa’s port infrastructure escalate, global commodity flows face growing risks. Arlan covers:Black Sea tensions and the risk to grain and soybean shipmentsHow Russian strikes on Ukraine’s export terminals impact wheat and crude oil marketsHoliday trading dynamics and why low-volume sessions can lead to erratic price movesUSDA export sales data for corn, soybeans, wheat, and sorghumOutlook for Chinese soybean purchases, Brazil’s early harvest, and U.S. crush potentialCorn export sales trends and implications for USDA targetsStay informed on the factors shaping commodity prices, from geopolitical tensions to seasonal trading trends. Subscribe for more StoneX market insights and expert analysis. Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights: https://shop.stonex.com/products/us-ag-analyst-insightsThe trading of derivatives such as futures, options, and over-the-counter (OTC) products or “swaps” may not be suitable for all investors. Derivatives trading involves substantial risk of loss. Past results are not necessarily indicative of future results. © Copyright 2025. All rights reserved.