Orion Farming Group Weekly Straights Update: 14th August 2025
- Orion Farming Group
- Aug 14, 2025
- 3 min read
The figures in the charts are an indication only and reflect levels traded on Wednesday.
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A mostly quiet week with big crops in the US continuing to weigh on bean prices.
Demand has been lacking for US soybeans and China have been quiet in the market as well.
Monday brought some movement, with a social post from President Trump encouraging China to “quadruple” their soybean purchases from the US – this gave the soya market a boost.
China has not yet responded to Trumps call for more purchases, but US beans are currently cheaper than Brazilian.
The truce on tariffs between China and the US was due to expire yesterday but has been extended for another 90 days.
Weaker crude oil values have also been pulling vegetable oils (such as soy) down, which has meant soy meal needs to provide a higher proportion of the crush margin, hence why there hasn’t been large downward movements in soya meal despite lower bean prices.
Levels continued to creep back, but today China will be implementing anti-dumping duties (tariffs) on Canadian canola seed, which has sent prices tumbling.
China already had tariffs on Canadian canola meal and oil, but have now decided to bring in tariffs on the seed too, which could range from 20% up to 75.8% (that would eradicate imports).
The percentage they settle on may well be decided how much rapeseed they can source from other countries instead.
Still a tight nearby market, with minimal movement on price.
With global demand remaining high there may be limited downside, despite the large crops.
Against sugarbeet it still looks good value and this looks set to continue.
Imported distillers prices are holding steady with good margins on US ethanol and slightly lower freight rates in the US.
Expectation in the markets seems to be growing for the UK ethanol plants to close due to a lack of government support, but nothing is confirmed as yet.
There has been more demand for imported options as a result of the uncertainty.
If this is confirmed there would be an expectation to see a move higher on wheat distillers pellets as supply will be tight, but maize could be more muted, as there should still be plenty of imported product around.
No news on British sugarbeet for the winter and no farm prices are not expected to be released until early September, once manufacturers have had a chance to review the crops and gauge rough yields.
Expectation is still for a smaller overall crop, so higher prices.
The wheat market had a slow week with minimal movement in prices.
The market seems have already priced in a closure from Vivergo and the US market seems quite oversold already.
Downside might be more limited from here, though UK prices remain a chunk above the imported levels as Russia and Europe compete for export business.
UK harvest was 48% complete compared to 37% last year and yields on harvested crops look just a little behind the 5 year average, but the market is expecting lower yields as spring wheat starts to come in.
Harvest is continuing well elsewhere, but funds are starting to alter positions which supports that downside might be more limited now.
And finally, totally irrelevant but quite interesting facts of the week…….
It is possible to travel by zip wire from Spain to Portugal and for 14 years during the Napoleonic wars, the capital of Portugal was Rio de Janeiro.
Notes:
All figures in this report are provided by KW and commentary by GLW Feeds. Price indications are based on 29t bulk tipped loads delivered to Oxfordshire and are guide prices only.
For firm prices and availability, please contact Joe Cobb on 01865 393 139
Historical Product Prices
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Spot Price Trends over the past 12 months (£/t)
'Price at Fixed GBP to USD (Jan 2018)' takes out the effect of exchange rate movements between £ vs. $
Currency Trends as of 13/08/2025. Blue = GBP:USD. Red = GBP:EUR
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