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    Larger Wheat Supplies + Slower Export Demand = Low Prices

    04 Sep 2025
    Ample wheat availability and a sluggish start to exports have pushed wheat markets to new lows. US corn and soybeans are holding better as record USDA yield estimates face doubts, while rapeseed has rebounded on Ukraine’s new 10% export tax. In this note, we focus on wheat and what could eventually shift today’s long term bearish trend....

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