World Perspectives

Recent Asia Analysis

Trade Policy Mixer; Developing Country Risks; Farm Bill and Crisis

Trade Policy Mixer China: President Donald Trump has reportedly ordered the Treasury Department to move forward with punitive duties on an additional $200 billion worth of imports from China. No one is expecting the trade war to end anytime soon. Iran: The EU is creating a “special purpos...

soy-oilseeds

Oilseed Highlights: WASDE; Argentina’s 2019 Soybean Crop; U.S. Export Sales

Plentiful Soybean Supplies  USDA yesterday confirmed the U.S. will harvest a record soybean crop once again in 2018, forecasting the average national yield at 52.8 bushels/acre (3.55 MT/hectare) and a record production of 4.693 billion bushels (127.74 MMT). Even though it raised the estima...

Trade Policy Roundup; Fooltrition; Meatdoption

Trade Policy Roundup NAFTA: U.S. and Canadian trade negotiators are working hard and earnestly to reach a bilateral agreement. The Teamsters (trucking) Union factions from both countries are advising the U.S. to relent on its demand for access to Canada’s dairy market and for Canada to gi...

Transatlantic Technical Barriers; African Ag Reform; A WTO Agenda

Transatlantic Technical Barrier Mashup Brussels is reportedly and understandably cautious about trade negotiations with the Trump administration. Worse, there is a huge chasm about what will even be negotiated. Washington wants to talk about agriculture and technical barriers; Brussels not so m...

Weighing the Pain; China’s Gambit

Weighing the Pain Ann Duignan of JP Morgan expresses concern on AgriTalk that the suffering in U.S. agriculture from retaliatory tariffs will put the sector into recession. Without doubt, some commodities are suffering, which is why USDA launched its trade mitigation programs. In fact, agricult...

soy-oilseeds biofuel

Oilseed Highlights: Brazilian Truck Rates; Global Biodiesel Output; U.S. Soy Yield Forecast

Brazilian Farmers Squeezed by Higher Truck Freight Rates Farmers in Brazil’s Cerrados region have long been burdened by the high cost of shipping their soybeans to ports, mostly on trucks. However, they ae now being squeezed by new mandatory and much higher truck freight rates, which the...

soy-oilseeds feed-grains livestock

China In-Country Analysis

Oilseeds Soymeal Inventory Continues Downward Trend With fall approaching and Brazil’s season winding down, crushers have again dialed back activity. Last week it was reported that Chinese buyers at the annual soybean exporters’ conference in the U.S. left without any purchase agree...

wheat feed-grains

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MIDDLE EAST/MEDITERRANEAN COMMENTS Iran reports that its local grain purchases now exceed 9.5 MMT, a new record level despite the early expectation of poorer crops due to a lack of rainfall. The wheat crop there is highly dependent on rainfall as very little of it is irrigated...

livestock

Why Moo and No Squawk; Trump Attacks; Indonesia FTA’s

Why Moo and No Squawk? Trade negotiations between Canada and the U.S. may not end for a while yet. President Trump does not believe he has yet to achieve maximum discomfort on the part of Ottawa (or Brussels, Beijing or Geneva). And he does not believe he maximizes his side of the bargain until...

soy-oilseeds

Oilseed Highlights: Crushers’ U.S. Soybean Opportunity; Argentine Soyoil to China; U.S. Soy Export Sales

Crushers’ U.S. Soybean Opportunity Soybean processors in Europe, the Middle East and Asia stand to be very competitive with imported soymeal and soyoil in the next year. That is because U.S. soybeans will be available at a much lower price than South American origin, thanks to China&rsquo...

Partially Right, Partially Wrong; Fake versus Natural Fix; AGOAnizing over Trade

Partially Right, Partially Wrong Hiroshige Seko, Japan’s top political leader at the Ministry of Economy, Trade and Industry (METI), correctly asserted today that his country’s automobile industry is a major contributor to the U.S. economy. Japanese companies have not only brought m...

Outlook for Negotiation Week; Notable Global Policy Developments

Outlook for Negotiation Week China-U.S.: Chinese Vice Minister of Commerce Wang Shouwen meets with U.S. Treasury Under Secretary David Malpass in an effort to set a course for resolving the trade war. Treasury’s involvement may be related to the fact that the tariff war is causing macroec...

Trade Policy Mixer; Developing Country Risks; Farm Bill and Crisis

Trade Policy Mixer China: President Donald Trump has reportedly ordered the Treasury Department to move forward with punitive duties on an additional $200 billion worth of imports from China. No one is expecting the trade war to end anytime soon. Iran: The EU is creating a “special purpos...

soy-oilseeds

Oilseed Highlights: WASDE; Argentina’s 2019 Soybean Crop; U.S. Export Sales

Plentiful Soybean Supplies  USDA yesterday confirmed the U.S. will harvest a record soybean crop once again in 2018, forecasting the average national yield at 52.8 bushels/acre (3.55 MT/hectare) and a record production of 4.693 billion bushels (127.74 MMT). Even though it raised the estima...

Trade Policy Roundup; Fooltrition; Meatdoption

Trade Policy Roundup NAFTA: U.S. and Canadian trade negotiators are working hard and earnestly to reach a bilateral agreement. The Teamsters (trucking) Union factions from both countries are advising the U.S. to relent on its demand for access to Canada’s dairy market and for Canada to gi...

Transatlantic Technical Barriers; African Ag Reform; A WTO Agenda

Transatlantic Technical Barrier Mashup Brussels is reportedly and understandably cautious about trade negotiations with the Trump administration. Worse, there is a huge chasm about what will even be negotiated. Washington wants to talk about agriculture and technical barriers; Brussels not so m...

Weighing the Pain; China’s Gambit

Weighing the Pain Ann Duignan of JP Morgan expresses concern on AgriTalk that the suffering in U.S. agriculture from retaliatory tariffs will put the sector into recession. Without doubt, some commodities are suffering, which is why USDA launched its trade mitigation programs. In fact, agricult...

soy-oilseeds biofuel

Oilseed Highlights: Brazilian Truck Rates; Global Biodiesel Output; U.S. Soy Yield Forecast

Brazilian Farmers Squeezed by Higher Truck Freight Rates Farmers in Brazil’s Cerrados region have long been burdened by the high cost of shipping their soybeans to ports, mostly on trucks. However, they ae now being squeezed by new mandatory and much higher truck freight rates, which the...

soy-oilseeds feed-grains livestock

China In-Country Analysis

Oilseeds Soymeal Inventory Continues Downward Trend With fall approaching and Brazil’s season winding down, crushers have again dialed back activity. Last week it was reported that Chinese buyers at the annual soybean exporters’ conference in the U.S. left without any purchase agree...

wheat feed-grains

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MIDDLE EAST/MEDITERRANEAN COMMENTS Iran reports that its local grain purchases now exceed 9.5 MMT, a new record level despite the early expectation of poorer crops due to a lack of rainfall. The wheat crop there is highly dependent on rainfall as very little of it is irrigated...

livestock

Why Moo and No Squawk; Trump Attacks; Indonesia FTA’s

Why Moo and No Squawk? Trade negotiations between Canada and the U.S. may not end for a while yet. President Trump does not believe he has yet to achieve maximum discomfort on the part of Ottawa (or Brussels, Beijing or Geneva). And he does not believe he maximizes his side of the bargain until...

soy-oilseeds

Oilseed Highlights: Crushers’ U.S. Soybean Opportunity; Argentine Soyoil to China; U.S. Soy Export Sales

Crushers’ U.S. Soybean Opportunity Soybean processors in Europe, the Middle East and Asia stand to be very competitive with imported soymeal and soyoil in the next year. That is because U.S. soybeans will be available at a much lower price than South American origin, thanks to China&rsquo...

Partially Right, Partially Wrong; Fake versus Natural Fix; AGOAnizing over Trade

Partially Right, Partially Wrong Hiroshige Seko, Japan’s top political leader at the Ministry of Economy, Trade and Industry (METI), correctly asserted today that his country’s automobile industry is a major contributor to the U.S. economy. Japanese companies have not only brought m...

Outlook for Negotiation Week; Notable Global Policy Developments

Outlook for Negotiation Week China-U.S.: Chinese Vice Minister of Commerce Wang Shouwen meets with U.S. Treasury Under Secretary David Malpass in an effort to set a course for resolving the trade war. Treasury’s involvement may be related to the fact that the tariff war is causing macroec...

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