World Perspectives
soy-oilseeds

Gambling on Weather and Trade

Reports are indicating that as part of the trade war remedy, China is offering to boost its importation of U.S.-origin soybeans to 30 MMT, from the current reported level of 20 MMT. The value of the extra tonnage is said to be around $325/MT.  Even before the trade war, the U.S. share of China’s soybean import market had fallen from nearly 40 percent five years ago to 26.8 percent in 2018. It sold just 16 percent of the soybeans imported by China during this past marketing year. If actually consummated, it would have significant market impact, which is why some risk has come off as traders position for a deal. But it is a huge gamble. The Chinese say they are not willing to concede on major demands, and President Trump says he...

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feed-grains wheat soy-oilseeds

PM Post: Trading Tomorrow's Expectations

THE OPEN May beans: 4 1/4 lower March meal: .20 lower March soyoil: 49 lower May corn: 1 1/2 lower May wheat:  5 lower The markets opened lower as called with March soyoil and oilshare trading lower. China continues to add stimulus to keep its economy going which is translating to better...

feed-grains soy-oilseeds wheat

Technical Views - The Details

SPREADS May crush trades to 91.22c/bu, while oilshare is weaker, trading back below 34.0% to 33.87%.  Corn spreads weaken with July/Dec trading out to 3c from 2 1/4c.  March/May corn trades from 4 1/4c to 4 1/2c.  July/Nov beans widen back out to 9 1/4c from 7c.  March/May w...

feed-grains livestock wheat

AM Outlook - Mostly Sideways

GOOD MORNING, Futures are lower this morning led by soyoil, followed by wheat.   Soyoil is lower following a sharp break in palm, as traders are concerned that the virus may lead to lower demand from China and India.  Chicago corn and bean prices piggy-back off weaker Chinese and...

feed-grains wheat soy-oilseeds

PM Post: Trading Tomorrow's Expectations

THE OPEN May beans: 4 1/4 lower March meal: .20 lower March soyoil: 49 lower May corn: 1 1/2 lower May wheat:  5 lower The markets opened lower as called with March soyoil and oilshare trading lower. China continues to add stimulus to keep its economy going which is translating to better...

feed-grains soy-oilseeds wheat

Technical Views - The Details

SPREADS May crush trades to 91.22c/bu, while oilshare is weaker, trading back below 34.0% to 33.87%.  Corn spreads weaken with July/Dec trading out to 3c from 2 1/4c.  March/May corn trades from 4 1/4c to 4 1/2c.  July/Nov beans widen back out to 9 1/4c from 7c.  March/May w...

feed-grains livestock wheat

AM Outlook - Mostly Sideways

GOOD MORNING, Futures are lower this morning led by soyoil, followed by wheat.   Soyoil is lower following a sharp break in palm, as traders are concerned that the virus may lead to lower demand from China and India.  Chicago corn and bean prices piggy-back off weaker Chinese and...

feed-grains soy-oilseeds wheat

Market Commentary

Overnight news that Australia’s 2019/20 wheat crop will be smaller than expected set the stage for a sharp rally in the CBOT wheat markets. Morning calls were for wheat to open higher and pull corn along with it, which is exactly what happened. Few, if any, analysts, however, expected whe...

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From WPI Consulting

Forecasting developments in production agriculture

On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.

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