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Arlan Suderman: Commodity Outlook

Business

Arlan Suderman: Commodity Outlook

StoneX Group Inc

After a Tough June, Grain Markets Face Three Big Tests

June 26, 2026 4:02pm 12 min

Arlan Suderman, Chief Commodities Economist at StoneX, looks back on a difficult month for commodity markets and explains the three key factors that will determine where grain and oilseed prices go next.In this June 26 u...

China Soybean Rumors Return as Markets Rebound | Is Demand Finally Showing Up?

June 17, 2026 11:02am 12 min

Arlan Suderman, Chief Commodities Economist at StoneX, explains why grain and oilseed markets found support this week and what recent soybean sales may reveal about global demand.In this June 17 update, Arlan covers:Why ...

Iran Peace Deal Sends Commodities Lower. Is the Market Missing the Real Risk?

June 15, 2026 9:50am 14 min

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the newly announced Iran agreement and explains why commodity markets may be underestimating the long-term risks facing energy, fertilizer, and agricultu...

WASDE Aftermath & Iran Talks: What Markets Are Watching

June 12, 2026 11:02am 12 min

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the key takeaways from USDA's June WASDE report and explains why a potential Iran ceasefire may not eliminate commodity market risk anytime soon.In this ...

Ideal Weather, Weak Prices, and a Key WASDE Report Ahead

June 10, 2026 11:08am 9 min

Arlan Suderman, Chief Commodities Economist at StoneX, previews the June WASDE report and explains why grain and oilseed markets may be at a critical turning point after weeks of heavy fund liquidation.In this June 10 up...

China Holds the Key to Soybean Prices | Will 25 Million Tons Materialize?

June 03, 2026 11:08am 17 min

Arlan Suderman, Chief Commodities Economist at StoneX, takes a deep dive into the U.S. soybean balance sheet and explains why China's purchasing decisions may have a bigger impact on soybean prices than weather this summ...

Trump Lays Out Iran Peace Terms. Commodity Markets Brace for Impact

June 01, 2026 12:15am 11 min

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the latest developments in the Middle East after President Trump released what appears to be a final set of demands for Iran — and explains why commodity...

Iran Negotiations Pressure Oil, Grain & Soybean Markets

May 26, 2026 10:59am 10 min

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down why commodity markets sold off sharply on optimism surrounding Iran negotiations, and why significant risks may still remain ahead. In this May 26 update...

Corn, Soybeans & Wheat Rally After White House China Announcement

May 18, 2026 10:53am 9 min

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the latest White House announcement on U.S.-China trade negotiations — and why grain and oilseed markets reacted sharply higher to start the week.In this...

Grain Markets Slide Despite Bullish USDA Report, China Talks & Inflation Risks

May 15, 2026 4:01pm 14 min

Arlan Suderman, Chief Commodities Economist at StoneX, explains why grain and oilseed markets are under pressure despite bullish supply fundamentals, tightening global inventories, and ongoing inflation concerns. In this...

Big Week for Commodities: Iran War, China Deal & USDA WASDE Could Move Markets

May 11, 2026 6:27pm 10 min

Arlan Suderman, Chief Commodities Economist at StoneX, outlines why this is a pivotal week for commodities — with the Iran conflict, U.S.–China trade negotiations, and the USDA WASDE report all converging to drive market...

Is the Iran War Nearly Over? Why Supply Risk Still Isn’t Gone

April 17, 2026 12:28pm 11 min

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down signs that the Iran conflict may be nearing an end — and why that does not mean the market risk is over.In this April 17 update, Arlan covers:Why markets...

Iran Blockade Escalates: What It Means for Oil, Fertilizer & Grain Markets

April 13, 2026 10:17am 12 min

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the weekend developments in Iran and what the latest U.S. blockade move could mean for commodity markets. In this update, Arlan covers:Why the U.S. block...

Hormuz Watch: Why the Next 36 Hours Matter for Grain, Energy & Fertilizer

April 06, 2026 10:02am 11 min

Arlan Suderman, Chief Commodities Economist at StoneX, explains why the next 36 hours could be critical for grain, energy, and fertilizer markets.In this April 6 update, Arlan covers:Why the Strait of Hormuz remains the ...

War Fears or Crop Facts? What USDA Grain Stocks Really Mean

April 01, 2026 9:54am 13 min

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the latest USDA quarterly grain stocks report and explains what is really driving the grain and oilseed markets right now.In this April 1 update, Arlan c...

EPA Biofuels Rule Turns Bullish for Soy Oil, Corn & Grain Markets

March 30, 2026 10:03am 11 min

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down why the EPA’s final biofuels rule could be a major demand driver for feedstocks and ag markets.In this March 30 update, Arlan covers:Why the new EPA biof...

Oil Surges After U.S.–Israel Strike on Iran | Strait of Hormuz Risk & Fertilizer Spike

March 05, 2026 4:55pm 13 min

Geopolitical risk just escalated — and energy and agriculture markets are reacting.Following a coordinated U.S.–Israel strike on Iran, crude oil prices surged as tanker traffic slowed through the Strait of Hormuz — the c...

Major Chinese Policy Shift: What it Means for U.S. Exports

February 05, 2026 10:31am 13 min

Are we witnessing a major shift in China’s agricultural trade policy?In today’s market update, Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the overnight headlines following President Trump’s call w...

45Z Guidelines Hit the Biofuels Market: Big Shifts for Soy Oil, CI Scores & UCO Imports

February 03, 2026 11:11am 13 min

StoneX Chief Commodities Economist Arlan Suderman breaks down the new 45Z clean fuel production credit and why carbon intensity (CI) scores now decide value. He details the post‑2025 North America‑only feedstock rule, hi...

Massive Shake‑Up in China’s Military: Impact on Soybeans, Trade & Markets

January 29, 2026 2:35pm 12 min

In today’s Update From the Trading Floor, Arlan Suderman, Chief Commodities Economist at StoneX, breaks down a major geopolitical development in China, a sweeping purge inside the Central Military Commission, and what it...

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