Colza : bonnes conditions climatiques en Europe. En France, les surfaces ensemencées sont estimées en hausse de 12,1% par rapport à l’an dernier, et +8,7% en Allemagne (source: MARS).

Soja: pluies bénéfiques pour le soja le week-end passé en Argentine et au Brésil. 5% du soja brésilien est récolté (campagne 2021/22) contre 1% la semaine dernière et 0,7% à la même période en 2020 (AgRural).
La baisse des cours du pétrole, ainsi que la possible hausse des taux d’intérêts américain ont pesé sur les cours hier.
La Chine a acheté 132 000 tonnes de fèves de soja US, la moitié pour livraison durant la campagne 2021/22 et l’autre pour 2022/23.

Palme: les exportations d’huile de palme en Malaisie du 1er au 25 janvier sont estimées à 829 022 tonnes, contre 1 242 761 tonnes du 1/25 décembre dernier, soit -33,3%, selon AmSpec.

Tensions géopolitiques croissantes entre la Russie et l’Ukraine.

Les cours ont reculé hier en raison des craintes sur une hausse des taux et de l’appréciation du dollar.

Rapeseed: the favorable conditions has led to a significant increase in rapeseed sowing area of 12.1% in France and 8.7% in Germany, and has allowed some crops that were lagging behind to partially catch up, MARS said.

Soybean: improving weather in South American growing areas weighed on prices. Argentina and Brazil received beneficial rains over the weekend after suffering from dry, hot conditions.
Losses in equities and energy hung over the soy market, as investors were spooked by the possibility of quicker-than-expected U.S. interest-rate hikes.

Exporters sold 132,000 tons of U.S. soybeans to China.

The harvesting of Brazil’s 2021/22 soybean crop has reached 5% of the estimated area as work in top producing state of Mato Grosso picked up pace under improved weather conditions, AgRural said.
The figure, which takes into account areas harvested as of last Thursday, came in 4 percentage points above the previous week. In 2020/21, when the oilseed was planted later due to weather issues, harvesting had reached 0.7% by this point.

Palm: exports of Malaysian palm oil for January 1 – 25 fell 33.3% to 829,022 tons from 1,242,761 tons shipped during December 1 – 25, AmSpec Agri said.

Rising geopolitical risk over Ukraine and a likely hawkish stance from the Federal Reserve at its policy meeting this week.

Crude oil prices fell about 2% on Monday, hit by investor concerns over the possibility of quicker than expected interest-rate hikes by the U.S. Federal Reserve that took down risk markets such as equities while the dollar rallied.