Orion Farming Group Weekly Straights Update: 1st May 2025
- Orion Farming Group
- May 1
- 3 min read
The figures in the charts are an indication only and reflect levels traded on Wednesday.
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US plantings have progressed to 18% complete vs 12% on the 5 year average.
With no fresh news from the US tariff dramas the market looks set to continue to drift, until either there’s a weather scare, (bound to happen at some point!) or some further tariff arguments.
Pricing is not possible beyond December due to the introduction of EUDR (again), but it’s hoped that there will be some clarity on this matter after June, as it still feels a lot of EU countries are not prepared for it.
There is also a risk of creating another spat with President Trump over the requirement for US farmers to share data on their crops/fields.
Prices continued to slide on the summer months as pressure continues from GM Canadian canola coming into the UK/EU markets.
Further forward, the winter months are still at big premiums, as Canadian seed is at a smaller discount and looks expensive to bring across to the UK/EU to crush.
As yet it does not have a home, but it’s far enough off that shippers/crushers are not willing to speculate and put out cheap prices, as there’s too much uncertainty around it.
China would normally be a home for it, but the tariffs/charges on it means it needs to find other homes.
As mentioned last week boats are beginning to arrive, which is helping a little with supply.
It will take another month or two until supply pressuring prices downward is seen, as the Argentinian crush need to be in full swing and shipped over to us.
There are some decent summer offers on both imported maize distillers and Ensus, which are worth considering.
Though rapemeal may still offer a cheaper alternative depending on how it’s valued.
Imported wheat distillers are still very expensive and limited in availability due to the location it’s being shipped in to and as yet no sign of a summer offer from Vivergo.
As has been the case in previous weeks, there is still very limited supply on imported material for the summer and this is not expected to change.
Home produced sugarbeet remains sold out.
Wheat futures slid again in the past week but no change on physical values, as growers are still holding prices firm.
Supply remains tricky as growers are not keen to lower prices, but given the low future prices, buyers would like to see prices reflect the futures market movements, so there’s not much grain trading going on.
Globally, crops look reasonable, though the warmer, drier weather over the UK and Europe could start to hamper yield potential in winter crops and the emergence of spring crops recently drilled.
And finally, totally irrelevant but quite interesting facts of the week…….
Cocaine, LSD, speed and crystal meths are not narcotics and in 2012, a Mr Kaboom of Akron, Ohio, caused panic after leaving an aluminium walking stick engraved with his surname outside city hall.
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 01/01/21 to 30/04/25 (£/t)
'Price at Fixed GBP to USD (Jan 2018)' takes out the effect of exchange rate movements between £ vs. $
Currency Trends as of 30/04/2025. Blue = GBP:USD. Red = GBP:EUR
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