Research from origin and destination — under one desk.
Boreal analysts publish daily basis notes, weekly balance reports, and monthly Central Asian demand briefs. Full versions distributed to counterparty subscribers.
Live desk marks.
- 52-wk high362.0
- 52-wk low328.0
- 12-mo Δ4.5%
- Volatility (σ)9.1
Indications only. Firm offers via Request a Quote.
Feed protein imports by market.
Aggregate protein-meal and DDGS import demand across the five destination markets Boreal serves. Growth reflects trailing 12-month expansion in poultry, dairy, and aquaculture rations.
USDA July WASDE trims soybean carryout — implications for Q4 meal basis
The July WASDE trimmed 2025/26 U.S. soybean carryout by 30 million bushels versus the prior print, tightening the balance sheet ahead of the harvest bid. We walk through the implications for Q4 domestic crush margins and, more importantly, for meal export basis into Central Asian delivery windows.
Uzbek dairy herd expansion drives 18% YoY canola meal demand growth
Illinois River DDGS basis holds firm despite seasonal ethanol run-down
USD/UZS: how a shifting soum is repricing Central Asian import parities
Canadian Prairie growing conditions: canola crop tour observations
The desk brief — every Monday.
A weekly digest of Boreal's calls on basis, freight, and Central Asian demand. For counterparties and prospective counterparties only.
