Bunge Limited (BG)

The U.S. soybean market is facing a perfect storm of oversupply and legal volatility as the February 2026 USDA World Agricultural Supply and Demand Estimates (WASDE) report confirmed a seven-year high for domestic ending stocks. With 350 million bushels projected to remain in storage, the agricultural sector is grappling

The global wheat market has entered a period of intense volatility as of late February 2026, driven by a combination of deteriorating crop conditions in the U.S. Great Plains and a historic shift in U.S. trade policy. A prolonged dry spell, exacerbated by high winds and devastating wildfires,

Following the release of the United States Department of Agriculture (USDA) February 2026 World Agricultural Supply and Demand Estimates (WASDE) report, the corn market finds itself at a historic crossroads. While the agency made a significant 100-million-bushel downward revision to U.S. corn ending stocks—bringing the figure to 2.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

The global soybean market is currently locked in a high-stakes "tug-of-war" as massive South American supply collides with a radical shift in American trade policy. On February 26, 2026, U.S. soybean futures reached a recent peak of $11.41 per bushel, buoyed by optimism surrounding a potential 8-million-ton purchase

The American agricultural sector has reached a historic milestone this month as the U.S. Department of Agriculture (USDA) officially raised its corn export projections to unprecedented heights. According to the February 2026 World Agricultural Supply and Demand Estimates (WASDE) report, the United States is on track to export a

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

The February 2026 World Agricultural Supply and Demand Estimates (WASDE) report has sent a clear signal to global commodity markets: the world’s appetite for American corn is currently insatiable. Despite a staggering record harvest of 17.02 billion bushels, the U.S. Department of Agriculture (USDA) has significantly tightened

The final week of February 2026 has brought a stark reversal for the global wheat market, as a confluence of favorable weather and shifting trade policies has sent futures tumbling from mid-month highs. On the Chicago Board of Trade, benchmark winter wheat prices retreated to approximately $5.63 per bushel

As of February 25, 2026, the global soybean market finds itself at a critical crossroads. While Chicago Board of Trade (CBOT) soybean futures recently staged a modest rally, briefly topping the $11.00 per bushel mark on renewed hopes of Chinese buying, a massive "supply avalanche" from South America is

Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes by purchasing wonderful businesses at reasonable prices. But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.

The 102nd annual USDA Agricultural Outlook Forum, held last week on February 19–20, 2026, has set a transformative tone for the upcoming American planting season. In a move that market analysts are calling a "strategic realignment," the USDA’s computer-modeled projections suggest a sharp pivot away from corn toward

The global wheat market has undergone a dramatic transformation in February 2026, breaking out of a multi-year bearish cycle to lead a technical and sentiment-driven rally across the entire grain complex. While global supplies have remained theoretically ample on paper for the better part of two years, a "perfect storm"

The global agricultural sector is facing a renewed crisis as fertilizer prices climbed 2.4% in the first weeks of 2026, marking a sharp reversal from the stabilization seen late last year. This sudden uptick, reported by the World Bank and major industry analysts, has sent shockwaves through commodity markets

The United States Department of Agriculture (USDA) released its highly anticipated 2026 agricultural planting forecasts this week, signaling a strategic pivot for American farmers as they grapple with a massive global supply glut. During the annual Agricultural Outlook Forum, officials projected that corn plantings will decrease to 94 million acres,

Wrapping up Q4 earnings, we look at the numbers and key takeaways for the ingredients, flavors & fragrances stocks, including Bunge Global (NYSE:BG) and its peers.

In a striking divergence from the broader agricultural sector, global rice prices have surged by 11.1% as of mid-February 2026. This sharp rally comes at a time when other staple commodities, such as corn and sugar, are seeing their valuations erode under the weight of oversupply. The sudden spike

The global commodities market received a chilling wake-up call this week as wheat futures surged 6.1% per bushel, driven by a series of severe arctic blasts across the North American grain belt. "Winter Storm Fern," which swept through the U.S. Great Plains in early February 2026, has raised

In a move that marks a significant pivot in global agricultural trade, the United States and India have finalized an interim trade agreement aimed at easing decades of friction in the agricultural and energy sectors. Announced in early February 2026, the deal’s centerpiece is a strategic reduction in Indian

The World Bank’s latest 2026 Commodity Markets Outlook reveals a fragile stability in global food systems, projecting a 2% slip in the agricultural price index for the year. This forecast, released as markets navigate a "low-price, high-volume" environment, suggests that the sharp inflationary shocks of the previous years are

As of February 18, 2026, the global agricultural landscape is witnessing a historic "decoupling" of commodities. While corn and wheat prices languish near multi-year lows under the weight of record-breaking global harvests, soybean oil has defied the gravity of the grain markets, surging a staggering 43% year-to-date. This divergence has

As the 2026 planting season approaches, American farmers are facing a paradox of record-low commodity prices and unprecedented government support. The centerpiece of this intervention is the newly minted Farm Bridge Assistance (FBA) program, an $11 billion emergency liquidity injection designed to keep the rural economy afloat following the passage

The global agricultural landscape has shifted into a definitive bear market as of early 2026, following a record-shattering 2025 harvest that has left elevators and silos overflowing across the American Heartland. A series of "jaw-dropping" reports from the U.S. Department of Agriculture (USDA) have effectively dismantled any remaining bullish

The American agricultural heartland is breathing a collective sigh of relief this week as reports of a significant breakthrough in US-China trade relations signal a potential windfall for domestic soybean producers. Following a high-stakes telephone conversation in early February 2026 between President Donald Trump and President Xi Jinping, the two

The American agricultural landscape is witnessing a dramatic recalibration following the U.S. Department of Agriculture’s (USDA) February 10, 2026, World Agricultural Supply and Demand Estimates (WASDE) report. In a move that caught many commodity analysts off guard, the USDA slashed its projection for corn ending stocks to 2.