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    Bearish US Winds Are Blowing On Our Markets, Amid Stronger Supplies, Weaker Dollar, and Volatile tariffs.

    07 Aug 2025
    US prices have reached new lows this week as analysts raise their yield forecasts above USDA expectations. The flowering season went well and US production is heading for a bumper crop, especially corn. This adds to another record harvest in South America and growing harvest pressure in Europe. Meanwhile, crude oil and the dollar are falling, and US trade policy remains erratic, with little near-term visibility.

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