Arlan Suderman: Commodity Outlook

StoneX Group Inc
  • 0.0 (0)
  • Investing

StoneX Presents: Arlan Suderman: Commodity Outlook – your trusted source for insight into the global forces driving commodity and agricultural markets. Join Arlan Suderman, Chief Commodities Economist at StoneX, as he breaks down the latest developments in the global economy, energy, and agriculture. From macroeconomic trends to crop fundamentals, Arlan delivers timely analysis to help producers, traders, and businesses navigate market volatility with confidence. Gain practical, data-driven insights to manage risk, spot opportunity, and understand the stories behind market moves. Stay informed. Stay ahead. Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. https://shop.stonex.com/products/us-ag-analyst-insights?variant=45955623256164&selling_plan=4455792740 (https://shop.stonex.com/products/us-ag-analyst-insights?variant=45955623256164&selling_plan=4455792740)

  1. 2d ago

    Ukraine Escalates. Why Wheat Markets Are Waking Up

    Arlan Suderman, Chief Commodities Economist at StoneX, explains why wheat markets rallied ahead of USDA's report—and why renewed conflict in the Black Sea may be the bigger story for commodity markets. In this July 10 update, Arlan covers: Why wheat prices surged despite a generally favorable U.S. weather outlookHow Ukraine's attacks in the Sea of Azov are disrupting Russian exportsWhy the Kerch Strait has become a key geopolitical riskWhat renewed Black Sea tensions could mean for global wheat tradeWhy traders are beginning to add risk premium back into wheat marketsHow Russia's fuel infrastructure and exports continue to face pressureWhy corn and soybean prices remain capped by improving weather forecastsWhat to watch in USDA's latest crop reportThe key market risks heading into next weekStay ahead of the markets with Arlan's Market Intelligence Plan: US Ag Analyst Insights - Market Reports Subscription Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #WheatMarkets #BlackSea #Ukraine #CommodityMarkets #GrainMarkets #CornMarkets #Soybeans #USDA #Agriculture #MarketUpdate

    8 min

  2. 3d ago

    Hormuz Tensions Rise Again. Will Commodity Markets React?

    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 Subscription Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #CommodityMarkets #StraitOfHormuz #Iran #GrainMarkets #CornMarkets #Soybeans #EnergyMarkets #ChinaTrade #Agriculture #MarketUpdate

    16 min

  3. Jun 26

    After a Tough June, Grain Markets Face Three Big Tests

    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 Subscription Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #CommodityMarkets #GrainMarkets #CornMarkets #Soybeans #USDA #ChinaTrade #Agriculture #MarketOutlook #RiskManagement #Weather

    12 min

  4. Jun 17

    China Soybean Rumors Return as Markets Rebound | Is Demand Finally Showing Up?

    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 Subscription Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #Soybeans #ChinaTrade #GrainMarkets #CommodityMarkets #Agriculture #WheatMarkets #EnergyMarkets #FederalReserve #MarketUpdate #RiskManagement

    13 min

  5. Jun 15

    Iran Peace Deal Sends Commodities Lower. Is the Market Missing the Real Risk?

    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 Subscription Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #Iran #CommodityMarkets #GrainMarkets #CornMarkets #Soybeans #EnergyMarkets #Fertilizer #RiskManagement #StraitOfHormuz #Agriculture

    14 min

  6. Jun 12

    WASDE Aftermath & Iran Talks: What Markets Are Watching

    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 Subscription Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #WASDE #Iran #CommodityMarkets #CornMarkets #Soybeans #Fertilizer #EnergyMarkets #StraitOfHormuz #RiskManagement #Agriculture

    12 min

  7. Jun 10

    Ideal Weather, Weak Prices, and a Key WASDE Report Ahead

    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 Outlook Subscribe for more market insights from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #WASDE #CornMarkets #Soybeans #WheatMarkets #CommodityMarkets #GrainMarkets #USDA #Agriculture #MarketUpdate #CropConditions

    10 min

  8. Jun 3

    China Holds the Key to Soybean Prices | Will 25 Million Tons Materialize?

    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_20250821 Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #Soybeans #ChinaTrade #CommodityMarkets #AgMarkets #GrainMarkets #SoybeanPrices #Biofuels #Exports #MarketUpdate #Agriculture

    17 min
See All (28)

About

StoneX Presents: Arlan Suderman: Commodity Outlook – your trusted source for insight into the global forces driving commodity and agricultural markets. Join Arlan Suderman, Chief Commodities Economist at StoneX, as he breaks down the latest developments in the global economy, energy, and agriculture. From macroeconomic trends to crop fundamentals, Arlan delivers timely analysis to help producers, traders, and businesses navigate market volatility with confidence. Gain practical, data-driven insights to manage risk, spot opportunity, and understand the stories behind market moves. Stay informed. Stay ahead. Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. https://shop.stonex.com/products/us-ag-analyst-insights?variant=45955623256164&selling_plan=4455792740 (https://shop.stonex.com/products/us-ag-analyst-insights?variant=45955623256164&selling_plan=4455792740)

Information

You Might Also Like