Post by StoneX Group Inc.

Australian grains are entering a more volatile phase, with El Niño, energy costs, and global logistics all moving back into focus. With crude oil rallying, Dubbo diesel prices jumping sharply, and growers already managing tight margins, the cost side of the Australian grains market is becoming increasingly important. At the same time, El Niño risk may not be felt immediately but could become a major obstacle heading into the 2027 planting window if drying patterns intensify next March and April. In this week’s AgriAsia Market Report, Stefan Meyer, Head of Cash Grain Brokerage at StoneX Australia, explores the key question for Australian grains: how should the market price Australian crop risk, rising execution costs, and global trade disruption, especially as wheat supplies tighten and logistics risk builds around the Black Sea? Listen to the episode here: https://lnkd.in/gXdiV-wu #StoneX #Grains #Agribusiness #Markets #RiskManagement

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