AN ENERGY & FERTILISER SUPPLY CRISIS!
March 26, 2026
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Improving Profitability through Informed Decisions
Unbiased analysis, sharp strategy, and expert guidance tailored to your business.
We are not traders or buyers, our only interest is your best outcome.
Strategic recommendations built on experience and informed by real-time market opinion.
We cut through the noise to deliver sharp, actionable updates when they matter most.
Dedicated industry experts who understand your region, your business, and your priorities.
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Clients Across Europe
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Managed under ODA UK Strategy
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“Being a member of ODA has increased my understanding of how world markets affect my small corner of the Fens, and shown me how to use this information to my advantage in both marketing strategy and business planning.”
Mark Riddington Cambridgeshire
"With global grain markets fluctuating on a weekly and even daily basis, employing the services of ODA means that we don’t miss an opportunity to sell grain when time is right for our business, no matter how busy we are."
Rob Fox Hertfordshire
“I joined ODA to better understand how markets work, and the training was perfect. Their advice means my grain marketing decisions are informed by global stocks, weather risks, and crop progress, giving me one less thing to worry about.”
Tamara Hall East Riding of Yorkshire
"We value the independent advice and detailed regular market appraisals, plus the support of an individual advisor when required, that ODA provides. This helps us make informed sales decisions in increasingly complex and unpredictable commodity markets."
Duncan Andrews Gloucestershire
30 March 2026 10:13
Funds are now long nearly 800k contract on all US CBOT Ag commodities. Their largest long position since 2022. Just 3 months ago, they were holding a 600k short position! It is a big switch that illustrates a change of view.
They now consider Ag prices are too low!
30 March 2026 8:30
The Strait of Hormuz remains largely closed to navigation (except for a few exceptions) and continue to impact crude and fertiliser prices up.
Here is a graph that shows the impact on world exports.
It is massive for Urea!
28 March 2026 8:39
The UK government, after having done all it could to have Ensus and Vivergo closed, has agreed to invest £100m to restart the Ensus plant producing carbon dioxide, a key part of food, drink and healthcare manufacturing. Will the same happen for Vivergo?
In any case, it is a good news for UK farmers and for UK wheat domestic demand later in the season.
19 March 2026 8:47
US winter wheat conditions were already moving down due to lack of soil moisture, especially in Kansas, the largest producer.
Next week, US winter wheat will face temperatures up to 15°C above normal. Max temperatures will reach 30°C!
It could bring more support to US wheat markets…
19 March 2026 8:45
China, the world 2nd largest fertiliser exporter has decided to restrict exported volumes to protect its domestic market.
This will add to the current supply tightness as 30% of the world fertiliser exports move through the Strait of Hormuz.
We shall thus expect a few weeks of buoyant fertiliser prices. It should come down fast after the war. Probably a matter of weeks rather than months.
18 March 2026 8:50
Crude oil is now trading around $110. A close at this level would mark the highest price since the start of the war.
Iran’s largest gas field, South Pars, along with the Assaluyeh gas processing complex, were reportedly hit by US and Israeli strikes. Iran is now threatening retaliation against regional energy infrastructure.
The conflict is escalating, with energy assets becoming legitimate targets, while the Strait of Hormuz remains closed. Energy markets are strengthening again, providing further support to Ag markets.
View current futures and currency markets plus historical charts across all key global commodities. A clear, up-to-date dashboard of market values at a glance.
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| unk1 | Contract | Month | Last | unk2 | unk3 | Chg | Open | High | Low | Volume | OpenInt | Exchange | Date | Time | Title | File |
| t-ice | London Wheat | May 26 | 174.75s | 174.75 | s | +1.10 | 173.95 | 174.85 | 173.75 | 125 | 3533 | ICE | 30/03/2026 | 18:16:26 | LONDON FEED WHEAT | LONDON_FEED_WHEAT |
| t-ice | London Wheat | Jul 26 | 179.20s | 179.20 | s | +1.00 | NaN | 179.20 | 179.20 | N/A | N/A | ICE | 30/03/2026 | 18:16:26 | LONDON FEED WHEAT | LONDON_FEED_WHEAT |
| t-ice | London Wheat | Nov 26 | 186.00s | 186.00 | s | +1.50 | 185.05 | 186.75 | 185.00 | 70 | 5787 | ICE | 30/03/2026 | 18:16:26 | LONDON FEED WHEAT | LONDON_FEED_WHEAT |
| t-ice | London Wheat | Jan 27 | 189.25s | 189.25 | s | +1.45 | NaN | 189.25 | 189.25 | N/A | N/A | ICE | 30/03/2026 | 18:16:26 | LONDON FEED WHEAT | LONDON_FEED_WHEAT |
| t-ice | London Wheat | Mar 27 | 192.50s | 192.50 | s | +1.40 | NaN | 192.50 | 192.50 | N/A | N/A | ICE | 30/03/2026 | 18:16:26 | LONDON FEED WHEAT | LONDON_FEED_WHEAT |
| t-ice | London Wheat | May 27 | 195.75s | 195.75 | s | +1.35 | NaN | 195.75 | 195.75 | N/A | 946 | ICE | 30/03/2026 | 18:16:26 | LONDON FEED WHEAT | LONDON_FEED_WHEAT |
| t-ice | London Wheat | Jul 27 | 198.50s | 198.50 | s | +1.40 | NaN | 198.50 | 198.50 | N/A | N/A | ICE | 30/03/2026 | 18:16:26 | LONDON FEED WHEAT | LONDON_FEED_WHEAT |
| t-ice | London Wheat | Nov 27 | 193.00s | 193.00 | s | +1.40 | NaN | 193.00 | 193.00 | N/A | 190 | ICE | 30/03/2026 | 18:16:26 | LONDON FEED WHEAT | LONDON_FEED_WHEAT |
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