It is highly unusual to see a red number in the sea of black on Agriculture Canada’s monthly Grains and Oilseeds Supply and Disposition report.
Markets — page 5
Canada’s canola supply grows tighter
Analysts say Agriculture Canada may have to cut its ending canola stocks estimate in half in response to booming exports
Market watches Russia’s wheat export potential
Wheat prices would get a boost if the country’s exports remain as low as much of the trade is beginning to forecast
A big debate is once again brewing about how much wheat the world’s leading exporter will ship out in the upcoming crop year.
Tariffs may threaten pricing
An analyst warns that tariffs and subsidies could throw a wrench into the commodity futures market
Tariffs and subsidies could undermine pricing mechanisms for many Canadian agricultural commodities, says an analyst.
U.S. bill would get canola back into biofuel game
The 45Z Clean Fuel Production Credit has been called a disaster for the sector, but proposed legislative changes are seen as welcome
Canola oil would be one of the main beneficiaries of proposed changes to the 45Z Clean Fuel Production Credit making their way through U.S. Congress, says an analyst.
Canola weighing its place in U.S. biofuel future
Where canola hopes stand on the U.S. biofuel market and whether Canadian crops will or will not benefit
Where canola hopes stand on the U.S. biofuel market and whether Canadian crops will or will not benefit.
New reports from USDA prove bearish for wheat
Survey finds U.S. winter wheat production could reach 1.381 billion bushels, which is 32.7 million bu. higher than last year
U.S. Department of Agriculture reports released on May 12 provided a bearish picture for the wheat situation in 2025-26. The Crop Production report provided the first glimpse of the yield potential of the 2025 U.S. wheat crop. Winter wheat production was forecast to be up by two per cent from last year. In the World […] Read more
Trade, biofuel policies continue to influence crop markets
Recent American trade and biofuel policy developments are moving agricultural markets, while producers on both sides of the 49th parallel hope forecasts for rain this week prove accurate.
U.S. door may open for canola
Crop would be eligible for biofuel tax credit under recent budget proposals in Congress
U.S. President Donald Trump’s “One Big Beautiful Bill” could contain some beautiful news for Canada’s canola growers.
Canola sector awaits Chinese anti-dumping investigation
The threat of tariffs on canola seed called a legitimate risk factor for 2025-26 that has the potential to drastically alter exports
The U.S. Department of Agriculture is forecasting robust Canadian canola exports in 2025-26 despite the potential loss of its top market.
American trade strategy starts to come into clearer focus
If you are having trouble making sense of the U.S. trade policy, please join the club.
