Markets Are Selling Off. Are the Fundamentals Really Changing?

Arlan Suderman, Chief Commodities Economist at StoneX, explains why commodity markets are selling off despite ongoing geopolitical risks, and why the long-term fundamentals may tell a different story. In this July 27 update, Arlan covers: - Why crude oil, grain, and oilseed markets moved sharply lower - How algorithmic trading is driving today's market action - The latest developments in the Strait of Hormuz and Red Sea - Why weather remains the dominant factor for corn and soybean futures - What current crop ratings and yield models are signaling - The growing concern over fertilizer availability for the 2027 crop year - Why the Black Sea remains a key geopolitical risk - How strong biofuel demand continues supporting soybean crush - The latest on China's soybean buying commitments and what they could mean for U.S. balance sheets - Why money flow—not just fundamentals—is driving today's commodity markets Stay ahead of the markets with Arlan's Market Intelligence Plan: https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821 0:00 Algos Drive the Crude Selloff 1:48 Grain Prices Fall on Weather 3:32 Funds Trade Yields Above USDA 5:41 Hormuz Halts Fertilizer Trade 6:39 Black Sea Escalation Risk 7:45 Biofuel Mandate Lifts Soybeans 8:41 China's Soybean Pledge Doubted 10:30 Brazil Corn and the Money Flow Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #Commodities #Grains #Corn #Soybeans #Weather #China #Agriculture