Uploaded July 2026 | Updated September 2026, 2 weeks ago
Arlan Suderman, Chief Commodities Economist at StoneX, explains why commodity markets are selling off despite ongoing geopolitical risks, and why the long-term fundamentals may tell a different story.
In this July 27 update, Arlan covers:
- Why crude oil, grain, and oilseed markets moved sharply lower
- How algorithmic trading is driving today's market action
- The latest developments in the Strait of Hormuz and Red Sea
- Why weather remains the dominant factor for corn and soybean futures
- What current crop ratings and yield models are signaling
- The growing concern over fertilizer availability for the 2027 crop year
- Why the Black Sea remains a key geopolitical risk
- How strong biofuel demand continues supporting soybean crush
- The latest on China's soybean buying commitments and what they could mean for U.S. balance sheets
- Why money flow—not just fundamentals—is driving today's commodity markets
Stay ahead of the markets with Arlan's Market Intelligence Plan: 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
0:00 Algos Drive the Crude Selloff
1:48 Grain Prices Fall on Weather
3:32 Funds Trade Yields Above USDA
5:41 Hormuz Halts Fertilizer Trade
6:39 Black Sea Escalation Risk
7:45 Biofuel Mandate Lifts Soybeans
8:41 China's Soybean Pledge Doubted
10:30 Brazil Corn and the Money Flow
Subscribe for more market insight from Arlan Suderman and StoneX.
#ArlanSuderman #StoneX #Commodities #Grains #Corn #Soybeans #Weather #China #Agriculture
Arlan Suderman, Chief Commodities Economist at StoneX, explains why commodity markets are selling off despite ongoing geopolitical risks, and why the long-term fundamentals may tell a different story.
In this July 27 update, Arlan covers:
- Why crude oil, grain, and oilseed markets moved sharply lower
- How algorithmic trading is driving today's market action
- The latest developments in the Strait of Hormuz and Red Sea
- Why weather remains the dominant factor for corn and soybean futures
- What current crop ratings and yield models are signaling
- The growing concern over fertilizer availability for the 2027 crop year
- Why the Black Sea remains a key geopolitical risk
- How strong biofuel demand continues supporting soybean crush
- The latest on China's soybean buying commitments and what they could mean for U.S. balance sheets
- Why money flow—not just fundamentals—is driving today's commodity markets
Stay ahead of the markets with Arlan's Market Intelligence Plan: 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
0:00 Algos Drive the Crude Selloff
1:48 Grain Prices Fall on Weather
3:32 Funds Trade Yields Above USDA
5:41 Hormuz Halts Fertilizer Trade
6:39 Black Sea Escalation Risk
7:45 Biofuel Mandate Lifts Soybeans
8:41 China's Soybean Pledge Doubted
10:30 Brazil Corn and the Money Flow
Subscribe for more market insight from Arlan Suderman and StoneX.
#ArlanSuderman #StoneX #Commodities #Grains #Corn #Soybeans #Weather #China #Agriculture
