News & Publications
March 19, 2025 |
In one hand: 3 commodity wishes
Ag Marketing IQ: Dreams for the grain market include a swift resolution to trade arguments (if only), continued brisk demand and a weather scare that cuts production estimates and gooses producer prices. Barring that? Fill the other hand with a well-placed put.
Volatility made the first quarter of 2025 far more challenging for producers than this time last year. It doesn’t matter which market – stocks, commodities, crypto, currencies – active markets shot everybody with a jolt of unexpected stress.
Headline risk is real and appears to be an ongoing consideration when managing whatever risk relates to your operation or your portfolio. Geo-politics is driving much of the unpredictability. Everyone knows it’s impossible to read the minds of world leaders and forecast how they will react to tariff shake-ups and the repercussions of new policy over the next six months.
