logo
episode-header-image
Oct 21
22m 11s

El Niño and agriculture: Global wheat ma...

S&P Global Energy
About this episode

From Australian crop prospects and India's planting season to Argentina's export potential and Black Sea shipping disruptions, global wheat markets are entering a critical period. El Niño remains a major weather risk, while ongoing export constraints in the Black Sea continue to affect global supply chains and price relationships.

In this episode, Rohan Somwanshi, managing editor, Global Agriculture News, speaks with Vikneswaran Jeya Kumaran, associate analyst, Cost and Margins; Sampad Nandy, editor, Global Agriculture News; and Vivian Iroanya, senior price reporter, Agriculture & Food, about the biggest risks and opportunities that lie for wheat producers, traders and importers in the months ahead.

Up next
Yesterday
Soybean meal markets eye shifting trade flows and sourcing challenges as EUDR nears rollout
The EU Deforestation Regulation is moving closer to implementation as Brazil and Argentina process large soybean crops and European buyers reassess their sourcing strategies. Despite abundant South American supply, strong demand, higher futures and tight availability in the near- ... Show More
18m 10s
Oct 9
African swine fever: Spain's pork sector faces trade and animal feed challenges
African swine fever is adding fresh uncertainty to Spain's pork market, reshaping trade flows and influencing feed buying decisions. As exporters navigate disease-related restrictions and changing global demand, feed buyers remain cautious and focused on short-term needs. In this ... Show More
15m 59s
Sep 22
El Niño and agriculture: Shrimp markets face uncertainty over crop quality, feed prices
The ongoing El Niño is reshaping global seafood markets by warming Pacific waters and disrupting rainfall, currents, and nutrient flows. Shrimp producers face disease risks, salinity fluctuations, flooding, drought, and elevated feed costs, which pressure output and margins. In P ... Show More
20m 29s
Recommended Episodes
Jul 2025
PODCAST: Daily Energy Markets - July 3rd
Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US ... Show More
32m 38s
May 2024
Driving Discussions: How is US refined oil products export market affected by USGC medium range tanker rates bouncing back?
<p>Get a look at what’s happening now in the US refined oil products export market as medium range (MR) tanker rates in the US Gulf coast rebound from 2024 lows, in this podcast. US Products Associate Editor Jason Metko sits down with Americas Freight Deputy Editor Ross Griffith, ... Show More
17m 52s
Sep 2024
Crude Report: The TMX series: LatAm sellers start to feel the pressure
<p style="font-weight: 400;">The rapid evolution of the TMX market is starting to impact the supply profile along the US west coast, with Latin American producers beginning to feel the pressure from increased competition. Asia-Pacific producers may soon also feel the pinch with a ... Show More
8m 20s
May 2023
Diesel in the western hemisphere faces a shifting landscape
This year, the US, alongside G7 countries, placed a price cap on Russian-grade refined product at $100/b. This marked another set of sanctions designed to shrink Russia's influence on global oil markets. Following the Feb. 5 price cap, disruptions have been seen in both the clean ... Show More
11m 36s
Sep 2021
World gas prices surge
Today small energy firms among those struggling to stay afloat as world gas prices spiral. Ed Butler hears from Peter McGirr, who runs Green energy, a UK gas and electricity firm supplying about a quarter of a million households. Higher energy prices could lead to all types of ad ... Show More
17m 28s
Sep 2023
Brent oil at a new high this year – quo vadis from here?
<p>Good news on the US economy was bad news for US equities yesterday as increased interest rate expectations weighed on stocks. An expanded ban on using iPhones in China also weighed on market sentiment, and this is also spilling over to Asian markets that are a sea of red this ... Show More
11m 55s
Feb 2022
Prices or Putin?, $200 oil?, and rentals, retail & Roblox
Stocks are higher as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ ... Show More
44m 7s
Feb 2022
Navigating volatility, supply shock ahead?, and the rate hike debate
Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore. Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He ... Show More
43m 53s