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China In-Country Analysis

Macro Trends Food Inflation Hits Seventh-Month High As the trade war with the U.S. has continued, monthly food costs in China surged with the end of summer, rising 3.6 percent on average in September compared with a year ago. For 2018, this represents the biggest uptick since February when prices climbed due to the annual New Year celebrations. Apart from the impact of tariffs on U.S. agricultural foodstuffs, China’s reliance on Brazilian soybeans to fill the gap is pushing up the price of cooking oil. This is because soyoil is the most commonly consumed vegetable oil. The most significant driver overall, however, has been the price of pork. The ongoing African swine fever (ASF) problem (see below) has been a factor in the average l...

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Market Commentary: Some Reversals, Some Not

Corn, soybeans and soyoil all closed lower after trading up the previous three sessions. July soymeal made it a fourth trading session higher, and wheat remains on a tear with a fifth trading session closing higher. The mood around wheat sees supply concerns developing in North America and in t...

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feed-grains soy-oilseeds wheat

Summary of Futures

Thank you...

feed-grains soy-oilseeds wheat

Market Commentary: Some Reversals, Some Not

Corn, soybeans and soyoil all closed lower after trading up the previous three sessions. July soymeal made it a fourth trading session higher, and wheat remains on a tear with a fifth trading session closing higher. The mood around wheat sees supply concerns developing in North America and in t...

livestock

Forecast Cow-Calf Profits Near Record, Robust Heifer Retention Expected

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feed-grains soy-oilseeds wheat

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Reigniting a Transatlantic Deal; Indian Powerhouse; “Barons” is Bombastic

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Illuminating the value of technical research

On behalf of a commodity producer organization, WPI evaluated the outputs from a project that featured a $5 million investment into technical research over multiple years. WPI’s team captured the results of this extensive effort and synthesized them for presentation to the organization’s governing board; among the findings uncovered and presented for the first time was the development of genomic traits proven, via rigorous testing, to provide crop yield advantages of 50 percent or more to U.S. farmers in times of drought. Capturing measurable results from long-term efforts can be challenging. Educating clients on the dynamics of success measurement when quantifiable results are not readily available requires deep client-consultant collaboration and an ability to consider both near- and long-term client aspirations with market/policy dynamics – attributes that WPI brings to every consulting engagement.

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