Summary:
September marks the start of the autumn harvest season in the Northern Hemisphere, with crop markets entering a phase of intensive supply release. Meanwhile, timber demand is rising due to construction activity and seasonal stocking. This newsletter outlines the key dynamics across grains, cash
crops, and forestry products.
I. Crop Market – Harvest Season in Focus
Grains:
Corn and
soybean harvesting begins in major producing regions such as the U.S., Northeast China, and
Ukraine.
Supply release is expected to pressure short-term prices, though logistics constraints and weather uncertainties may add volatility.
Rice & Wheat:
China’s late-season rice harvest stabilizes domestic supply; Southeast Asia’s exports remain strong, supported by Indian restrictions.
Global wheat demand is steady, with Egypt and North Africa restocking for Q4 consumption.
Cash
Crops (cotton,
sugar, oilseeds):
Cotton harvest in Xinjiang and the U.S. supports rising ginning activity; ICE cotton prices are trending upward on textile demand recovery.
Sugarcane crushing season in Brazil pushes global
sugar prices higher.
II. Forestry & Timber Market – Seasonal Demand Rise
Construction Materials:
Timber demand in Europe and North America rises ahead of winter construction peak.
Plywood and MDF production in China accelerates; domestic real estate completions stimulate short-term wood demand.
Export Trade:
Southeast Asian timber exporters benefit from Middle East demand (Saudi Arabia, UAE).
European carbon policies are tightening, pushing buyers toward certified sustainable wood.
Price Trends:
Softwood log prices in China remain firm at RMB 1,200–1,300/m³.
Hardwood (oak, birch) prices rise 5–8% MoM due to furniture industry orders.
III. Policy & Industry Dynamics
China: Agricultural subsidy programs continue to support
grain growers, with special incentives for
corn and
soybean rotation.
U.S.: USDA forecasts higher
corn yield, though hurricane risks in the Gulf may disrupt logistics.
Forestry: FSC and PEFC certifications gain traction, as carbon neutrality targets drive sustainable forestry practices.
IV. Outlook & Strategic Insights
Crops: Short-term oversupply from harvest → downward pressure on
grain prices; watch for logistics/weather risks.
Forestry: Seasonal demand and green certification will support timber prices through Q4.
Strategic takeaway: Distributors and processors should balance harvest-season procurement with inventory management, while forestry exporters need to align with sustainability standards.
CTA: More information can be found at CCM Agriculture & Forestry Market Monthly Report.
About CCM: CCM is the leading market intelligence provider for China’s agriculture, chemicals,
food & feed and life science markets. Founded in 2001, CCM offers a range of content solutions, from price and
trade analysis to industry newsletters and customized market research reports. CCM is a brand of Kcomber Inc. For more information about CCM, please visit www.cnchemicals.com or get in touch with us directly by emailing econtact@cnchemicals.com or calling +86-20-37616606.