The grain futures markets are presently fixated on global market carnage driven by new U.S. tariffs slapped on all countries that export products to the U.S. However, there are also a couple of developing supply and demand fundamentals in play that are specific to the grain markets. These will likely come more into focus if the general market begins to stabilize, which will likely be sooner rather than later.
Let’s look at those specific grain fundamentals, but first I want to address the aforementioned 800-pound gorilla that’s gripping the grain markets and when that grip will loosen.
