For physical agricultural commodity traders
Early supply & demand pressure signals for agricultural commodity traders
Daily synthesis of futures, USDA data, positioning, weather, freight and news into per-commodity supply/demand pressure readings. Built for physical traders in grains, oilseeds, by-products and organics.
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Latest pulse · 2026-07-09
Wheat rallies on heat/dryness; soy complex splits as China buys but oil retreats
What's in every pulse
Six markets, three wheat benchmarks
Corn, wheat (CBOT / MATIF / UK feed), soybeans, soymeal, soyoil and rapeseed — each with a daily supply/demand pressure reading and ranked drivers.
Feed & by-products desk
DDGS, wheat midds, crush margins and feed-value ratios from USDA feedstuff reports — the numbers a by-products trader actually acts on.
Organic watch
USDA organic grain price parsing plus a news lane for certification, fraud cases and EU/UK organic policy — honest about how thin organic data is.
Freight & logistics
Baltic Dry, Drewry container index, and a chokepoint watch across Red Sea, Suez, Panama, the Black Sea corridor and North Sea ports.
Positioning & policy
CFTC managed-money crowding, EUDR and CAP developments, India/China trade policy — the second-order forces behind the price.
Grounded synthesis
Every claim is tied to a computed indicator or sourced headline. Data gaps are stated, never papered over.