Insights, analysis, and perspectives from the Deepcore team on global commodity markets.
A very strong El Niño plus a developing positive Indian Ocean Dipole against SB11 near 14.50 and uniformly bearish sentiment. The climate signal and the market signal point in opposite directions.
USDA's July 2026 data shows corn and soybean markets diverging on trade flows, crush demand, and weather risk - with direct implications for positioning into the back half of the 2026/27 marketing year.
Soybeans near four month lows, a 2026 acreage swing from corn into soybeans, and record Brazil soybean exports. This week's grain market report and what it means for buyers and traders.
India is set to exit sugar export markets for at least three years as El Niño threatens cane production and ethanol demand surges. Here's what it means for global sugar prices.
Record RVOs, a collapsing RIN bank, and historic soybean oil demand. Why the soybean-biodiesel nexus is now a primary price driver for oilseed markets.
Favorable weather, the positive biennial cycle and expanding cultivation areas point to what could be the largest coffee harvest in Brazilian history.
Climate risk and geopolitical disruption are colliding in 2026, creating a powerful new threat to global commodity markets.
USDA FAS May 2026 data on Brazil, India, EU, Thailand, China, trade flows, and ending stocks shaping the global sugar balance.
Why better commodity data produces stronger signals, higher conviction, and better trading decisions.
Global corn production is forecast to decline in 2026/27 while consumption reaches another record high, tightening world supplies.
Brazil soybean and soybean meal exports continue expanding as global demand remains strong in 2026.
Why India's export restrictions have become one of the most important drivers of global sugar prices.
Why crowded trades in commodity markets are getting worse, and how physical price data sourced directly from brokers creates a structural edge.
With El Niño increasingly likely to emerge in 2026, the global sugar balance faces a weather threat that could tip a fragile surplus into deficit.
Why the difference between sugarcane ethanol and corn ethanol is reshaping global sugar, grain, and energy markets.
Why the war in Iran just reminded energy traders they can't afford to ignore the sugar market.