A daily report that dissects the market and policy developments most likely to impact the agricultural markets. Ag Perspectives highlights the foibles of issue proponents and policy makers seeking to redirect the way the agrifood markets work.
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Recent Analysis from Ag Perspectives
Meat Packer Concentration – Again
We note that 11 state Attorneys General have asked the U.S. Justice Department (DOJ) to investigate the anti-trust and price fixing implications of the high degree of concentration in the meat packing industry. This request was seconded by several members of Congress including Senator Chuck Gra...
Trade Managed by China; India Tiptoes Reform
Trade Managed by China Australia Trade Minister Simon Birmingham said that government is looking carefully to see if the U.S. – China Phase One trade agreement is resulting in “managed trade” that is violating the rules of the WTO. Well the agreement is certainly managed trade...
SPREADS August crush trades lower, down to 80.46c/bu, while oilshare trends down to 32.41%. Spreads are firmer with Jul/Dec corn narrowing into 13 1/4c from 14c, and Julyl/Sep trading from 4c to 4 1/4c. July/Nov beans trades from 8 1/2c to 9 1/4c, while Jul/Dec meal trades from $8.2...
GOOD MORNING, Prices are mixed this morning, with soyoil lower on the back of a palm oil sell-off, while all other markets are higher. Conflicting stories continue to circulate for China and beans, but according to Shanghai's JCI, China will have to purchase US beans to cover any shortage...
WPI's monthly publication features a review of the past month's market and policy developments. This issue looks at the COVID-19 impact on workers in the food sector, the interrelationship between supply/demand and exchange rates, developments in the Middle East, North Africa and China, details...
WPI's monthly publication features a review of the past month's market and policy developments. This issue covers the economic downturn and its impact on agriculture demand, what happens as a result of the meat packing plant closures from COVID-19, the shipping problems in Latin America from th...
