Arlan Suderman: Commodity Outlook

StoneX Group Inc
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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. 6d ago

    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/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

  2. Jun 1

    Trump Lays Out Iran Peace Terms. Commodity Markets Brace for Impact

    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_20250821 Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #Iran #OilMarkets #GrainMarkets #Soybeans #CornMarkets #CommodityMarkets #Biofuels #EnergyMarkets #StraitOfHormuz #MarketUpdate

    12 min

  3. May 26

    Iran Negotiations Pressure Oil, Grain & Soybean Markets

    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_20250821 Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #Iran #OilMarkets #GrainMarkets #Soybeans #CornMarkets #CommodityMarkets #Fertilizer #ChinaMarkets #WheatMarkets #EnergyMarkets

    11 min

  4. May 18

    Corn, Soybeans & Wheat Rally After White House China Announcement

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

    10 min

  5. May 15

    Grain Markets Slide Despite Bullish USDA Report, China Talks & Inflation Risks

    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 accelerates 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 #GrainMarkets #Corn #Soybeans #Wheat #ChinaTrade #Inflation #RiskManagement

    14 min

  6. May 11

    Big Week for Commodities: Iran War, China Deal & USDA WASDE Could Move Markets

    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

    11 min

  7. Apr 17

    Is the Iran War Nearly Over? Why Supply Risk Still Isn’t Gone

    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 down What the reopening of the Strait of Hormuz could mean for oil and shipping flows Why crude oil, grain, and oilseed markets are reversing as money flow shifts How damage to oil, gas, and fertilizer infrastructure could keep supply tight for months or longer Why fertilizer may become a bigger 2027 issue even if the conflict ends soon What to watch next as negotiations continue Stay 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_20250821 Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #OilMarkets #Fertilizer #GrainMarkets #CrudeOil #EnergyMarkets #Iran #OATT #OOTT

    12 min

  8. Apr 13

    Iran Blockade Escalates: What It Means for Oil, Fertilizer & Grain Markets

    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

    13 min
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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)

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