Commodity Market Movers Report - Portfolio Update 26.07.2026
How we’re positioned and what we’re looking out for.
What we did during the week:
Systematic book: closed our short legs in soybeans and soybean meal
US Corn Belt is extreme hot-and-dry with a Plains heat spike incoming, and national drought sits in the top historical quartile — grain weather is the week’s dominant driver. The sector is a pure weather play at the moment – temperatures will remain elevated v…