World Perspectives

Recent Policy Analysis

feed-grains soy-oilseeds wheat

Market Commentary: Soyoil Collapses on Global Vegoil Weakness; Dakota Rains Again Pressure Grains

Weaker technical conditions, limit-down soyoil, and more rains for the Dakotas conspired to push the CBOT sharply lower on Friday. Thursday’s WASDE should have been supportive for corn, but overnight rains in the northern Plains gave bulls pains. Today concludes the index fund roll, which...

biofuel

RINs and Repeat of RFS Waivers

When it comes to biofuels policy and the White House, it is the same song but in a different key. The Biden White House is caught between two political base constituencies, environmentalists and labor. The groups are different than they were for the Trump Administration - agriculture and petrol...

Hot Red Meat; Farming Profession

Hot Red Meat As American and European leaders are meeting there is yet another key transatlantic difference, but it needs no negotiation and that is meat. Red meat consumption is falling in the EU and policymakers in Brussels want it to fall even more. Like Americans, Europeans have consumed mo...

livestock

Livestock Round Up: Labor and Cattle Markets

JBS is back in the news this week as the company made two announcements; first, that it would be adding 300,000 head of capacity at its Omaha and Grand Island plants and second, that it would be increasing wages. The latter reflects the larger issue right now with beef slaughter – capacit...

Transatlantic Reconciliation; Leash-less Dogs

Transatlantic Reconciliation The U.S. – EU consultations this week surrounding the China-focused G-7 meeting likely has the politicians ahead of some of their constituents. The two sides will fix some of the trade problems that arose during the Trump years and jointly commit to solve othe...

Bipartisan Enemy; Unifying the West; Actions and Solutions

Bipartisan Enemy U.S. Congressional Democrats and Republicans cannot agree on an infrastructure investment package but when it comes to competing with China there was a 68 to 32 agreement in the Senate this week. That was the vote on a bill that in addition to reauthorizing customary tariff cut...

Dangerous Jobs; Scale Confusion; Geopolitical Pushback

Dangerous Jobs French President Emmanuel Macron was reportedly slapped in the face by a disgruntled citizen near the city of Valence. That makes the job of U.S. Agriculture Secretary perhaps slightly less dangerous. In his new book, Laughing at Myself: My Education in Congress, on the Farm, and...

Policy Potpourri: Resiliency, Climate and Cyber Security

Food Chain Resiliency and Meat Industry. USDA announced today that it would spend $4 billion to “strengthen critical supply chains” and in the ag commodity and food sector specifically target the goals of ensuring the food system’s “future is fair, competitive, distribut...

Quandary Agriculture Policy

Background: EU politicians are challenged finding compromises on CAP reform that concurrently meet the objectives of the Farm to Fork and Green Deal. There are also challenges at the technical level since the data is not always available, is inconsistent or even conflicting. Some goals are stra...

Ag Market Perspective on May Jobs Report

The May jobs data came out; there was an increase in private payrolls of 559,000 jobs. At any other time, other than post COVID era, that would be bullish news for the economy and the equities market. Instead, it was bearish. The expectation was 675,000 jobs, and we are still 7.6 million jobs d...

Line Speed Hogwash; Switching Capitalist Shoes; Farm Economy

Line Speed Hogwash The United Food and Commercial Workers Union achieved their goal of obtaining the Biden Administration’s support for a federal district court ruling that pork processing plants must slow down their operating speeds. The Trump Administration had earlier approved the fast...

Punish the People; Chump Trade Policy; Careful with Farmers

Punish the People Like consumers elsewhere in the world, Indians are now paying about double for vegetable oil what they paid a year ago. This is a bargain when one considers that Chicago July soyoil futures are up 150 percent from last year. India is the world’s largest importer of veget...

feed-grains soy-oilseeds wheat

Market Commentary: Soyoil Collapses on Global Vegoil Weakness; Dakota Rains Again Pressure Grains

Weaker technical conditions, limit-down soyoil, and more rains for the Dakotas conspired to push the CBOT sharply lower on Friday. Thursday’s WASDE should have been supportive for corn, but overnight rains in the northern Plains gave bulls pains. Today concludes the index fund roll, which...

biofuel

RINs and Repeat of RFS Waivers

When it comes to biofuels policy and the White House, it is the same song but in a different key. The Biden White House is caught between two political base constituencies, environmentalists and labor. The groups are different than they were for the Trump Administration - agriculture and petrol...

Hot Red Meat; Farming Profession

Hot Red Meat As American and European leaders are meeting there is yet another key transatlantic difference, but it needs no negotiation and that is meat. Red meat consumption is falling in the EU and policymakers in Brussels want it to fall even more. Like Americans, Europeans have consumed mo...

livestock

Livestock Round Up: Labor and Cattle Markets

JBS is back in the news this week as the company made two announcements; first, that it would be adding 300,000 head of capacity at its Omaha and Grand Island plants and second, that it would be increasing wages. The latter reflects the larger issue right now with beef slaughter – capacit...

Transatlantic Reconciliation; Leash-less Dogs

Transatlantic Reconciliation The U.S. – EU consultations this week surrounding the China-focused G-7 meeting likely has the politicians ahead of some of their constituents. The two sides will fix some of the trade problems that arose during the Trump years and jointly commit to solve othe...

Bipartisan Enemy; Unifying the West; Actions and Solutions

Bipartisan Enemy U.S. Congressional Democrats and Republicans cannot agree on an infrastructure investment package but when it comes to competing with China there was a 68 to 32 agreement in the Senate this week. That was the vote on a bill that in addition to reauthorizing customary tariff cut...

Dangerous Jobs; Scale Confusion; Geopolitical Pushback

Dangerous Jobs French President Emmanuel Macron was reportedly slapped in the face by a disgruntled citizen near the city of Valence. That makes the job of U.S. Agriculture Secretary perhaps slightly less dangerous. In his new book, Laughing at Myself: My Education in Congress, on the Farm, and...

Policy Potpourri: Resiliency, Climate and Cyber Security

Food Chain Resiliency and Meat Industry. USDA announced today that it would spend $4 billion to “strengthen critical supply chains” and in the ag commodity and food sector specifically target the goals of ensuring the food system’s “future is fair, competitive, distribut...

Quandary Agriculture Policy

Background: EU politicians are challenged finding compromises on CAP reform that concurrently meet the objectives of the Farm to Fork and Green Deal. There are also challenges at the technical level since the data is not always available, is inconsistent or even conflicting. Some goals are stra...

Ag Market Perspective on May Jobs Report

The May jobs data came out; there was an increase in private payrolls of 559,000 jobs. At any other time, other than post COVID era, that would be bullish news for the economy and the equities market. Instead, it was bearish. The expectation was 675,000 jobs, and we are still 7.6 million jobs d...

Line Speed Hogwash; Switching Capitalist Shoes; Farm Economy

Line Speed Hogwash The United Food and Commercial Workers Union achieved their goal of obtaining the Biden Administration’s support for a federal district court ruling that pork processing plants must slow down their operating speeds. The Trump Administration had earlier approved the fast...

Punish the People; Chump Trade Policy; Careful with Farmers

Punish the People Like consumers elsewhere in the world, Indians are now paying about double for vegetable oil what they paid a year ago. This is a bargain when one considers that Chicago July soyoil futures are up 150 percent from last year. India is the world’s largest importer of veget...

Select Filters to Apply

  • Markets
  • World
  • Publications

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up