Uploaded August 2026 | Updated September 2026, 2 weeks ago
South American grain exports gain room as Black Sea attacks disrupt wheat and corn flows, but Argentina, not Brazil, holds the larger opening.
Raphael Bulascoschi, StoneX Brazil Market Intelligence Analyst, breaks down how Black Sea disruption filters through to Brazilian and Argentine export potential.
Russia and Ukraine together account for roughly 28 percent of world wheat exports and around 10 percent of corn exports, so attacks on ports, terminals, and vessels push a risk premium into Chicago wheat and corn. Argentina arrives with a record corn harvest and retention cuts that lower the cost of its grain, while Brazil enters its corn export window with domestic consumption and stock building squeezing its exportable surplus.
Discover Actionable Cotton Insights with StoneX Market Intelligence: shop.stonex.com/collections/cotton?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_raphael_bulascoschi&utm_content=share
00:00 - Black Sea Attacks Hit Grain
00:46 - Two Exporters Hold the World
01:27 - Wheat Premiums Drag Corn Up
02:06 - Argentina Steps Into the Gap
02:41 - Retention Cuts Sharpen Prices
03:03 - Brazil's Surplus Runs Thin
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#Wheat #Corn #StoneX #RaphaelBulascoschi
South American grain exports gain room as Black Sea attacks disrupt wheat and corn flows, but Argentina, not Brazil, holds the larger opening.
Raphael Bulascoschi, StoneX Brazil Market Intelligence Analyst, breaks down how Black Sea disruption filters through to Brazilian and Argentine export potential.
Russia and Ukraine together account for roughly 28 percent of world wheat exports and around 10 percent of corn exports, so attacks on ports, terminals, and vessels push a risk premium into Chicago wheat and corn. Argentina arrives with a record corn harvest and retention cuts that lower the cost of its grain, while Brazil enters its corn export window with domestic consumption and stock building squeezing its exportable surplus.
Discover Actionable Cotton Insights with StoneX Market Intelligence: shop.stonex.com/collections/cotton?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_raphael_bulascoschi&utm_content=share
00:00 - Black Sea Attacks Hit Grain
00:46 - Two Exporters Hold the World
01:27 - Wheat Premiums Drag Corn Up
02:06 - Argentina Steps Into the Gap
02:41 - Retention Cuts Sharpen Prices
03:03 - Brazil's Surplus Runs Thin
Like and subscribe for more financial market insights.
#Wheat #Corn #StoneX #RaphaelBulascoschi
