Commodities

Brazilian G&O monthly update – July 2026
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, and exports for corn and soybeans, as well as regional weather developments.
Update

Exclusive Commodity snapshot - Oil be back
Our commodity snapshot report covering G&O, Sugar & Coffee.
Research

Exclusive Past the Peak, Not Past the Risk
Hormuz disruption keeps energy markets exposed, with oil risks concentrated in products and LNG tightness lifting gas price forecasts.
Research

Exclusive USDA July 2026 WASDE — Calm Amidst the Noise
RaboResearch's assessment of the price implications of the USDA's July 2026 WASDE.
Research

Exclusive Commitment of Agri Commodity Traders - 13 July 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Research

No sugarcoating it: Mounting imports and softening demand put pressure on the US sugar market
Between mounting high-tier tariffs and softening demand, the US sugar market is in a tight spot.
Research
