Europe Needs Ukraine's Corn but Ukraine Cannot Ship It

The Chicago corn market is easing back as Russia and Ukraine peace talks strip out war risk, while U.S. exports and European feed demand hold firm. Bertrand Oesterle, StoneX VP of Clearing & Execution Sales, explains what is moving corn, from Black Sea headlines to Europe's feed shortage. Corn crop conditions in the United States sit below the five-year average while export shipments run ahead of the pace needed to reach U.S. Department of Agriculture projections. In Europe, the European Commission and Argus have cut maize crop estimates sharply, lifting the import requirement at a time when Ukraine corn exports are constrained. In South America, Safras & Mercado and Datagro point to larger Brazil corn crops even as El Nino risk hangs over the season. Discover Actionable Insights with StoneX Market Intelligence: https://shop.stonex.com/collections/all?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_bertrand_oesterle&utm_content=share 00:00 - Peace Talk Guts Corn's Rally 01:14 - Yield Estimates Split Open 02:37 - U.S. Demand Refuses to Fade 03:58 - Europe's Maize Crop Vanishes 06:09 - Hungry Herds Chase Feed Wheat 07:09 - El Nino Clouds Brazil's Crop Like and subscribe for more financial market insights. #Corn #Wheat #StoneX #BertrandOesterle