World Perspectives

Recent Asia Analysis

Cultured Meat

Food definitions are an emerging policy topic. The dairy industry doesn’t like the term soymilk, and the rice industry is concerned about the marketing of cauliflower rice. Those issues are minor, though, compared with the question of whether lab-cultured proteins can be called meat or be...

softs feed-grains biofuel

India Subcontinent Regional Analysis

Ethanol Policy Changes May Not Ease Pressure on Sugar Sector Immediately Changes in ethanol prices, including that of B-Heavy molasses as an input for making the fuel, do not mean that India will become self-sufficient in supplies and fulfil the demand of the Ethanol Blending Program (EBP). Fur...

soy-oilseeds

Palm Oil Falls Due to Large Stocks but Recovery Possible

The Malaysian Palm Oil Board’s (MPOB’s) monthly report indicated that stocks rose in June following contra-seasonal decreases over the last five months. The marginal 0.8 percent growth in stocks surprised the market, which was expecting a 1.2 percent decline in month-ending inventor...

soy-oilseeds

Finding Alternate Export Markets for U.S. Soybeans

With the trade war officially underway, China is now assessing a 28 percent duty on imports of U.S. soybeans (the 25 percent retaliatory tariff plus the 3 percent tariff previously applied). While the U.S. normally exports a relatively slight amount there in July and August, it is only about tw...

War Update – Elites Panic, Others Don’t

U.S. agriculture dislikes being the tip of the spear in Donald Trump’s trade war fight, but the industry’s intermediaries in Washington are far more upset than those in the countryside. This is largely because farmers in rural America voted for Mr. Trump, and they are not as quick t...

Agro-Energy Trade Remedy; Migration and Trade Solution; Strange Bedfellows; Cotton Subsidization

Agro-Energy Trade Remedy U.S. agriculture is being hurt by retaliation from other countries that have been targeted by the Trump administration’s trade policy objectives. As WPI analyst Mike Krueger has pointed out, the government cannot simply buy and take commodities off the market as t...

soy-oilseeds

Oilseed Highlights: Chinese Soybean Imports; PNW Soy Exports; EU Feed Production

Is China Preparing to Reduce Total Soybean Imports? USDA is currently forecasting China’s 2018/19 soybean imports at 103 MMT, up from 97 MMT in 2017/18. However, some trade sources have indicated the Chinese government has told importers they should be prepared for a much smaller volume t...

Transatlantic Paeans; Soya-Surprise

EU leaders made great strides yesterday in their efforts to deal with a multitude of challenges, although few of the outcomes appear to be a panacea. Refugees: Funding refugee processing centers in southern Europe and North Africa will create structure out of chaos, but it does not solve the ro...

Trade Fight Dustup; Transshipping Adds Cost; Wetlands Reform

Trade Fight Dustup Constituencies impacted by retaliatory tariffs imposed by other countries are starting to doubt the wisdom of Trump trade policy. The business community’s angst with Mr. Trump’s aggressive approach is palpable. The U.S. Senate Finance Committee will consider legis...

feed-grains soy-oilseeds wheat

Market Commentary

Overnight trading was a quiet, low volume affair with only limited price changes for grains and the soy complex. As the day session progressed, however, wheat ran out of friends who then also deserted (once again) the soybean market. Wheat’s downturn was led by KC HRW, in which funds stil...

Disparate Adjustments; Hug a Farmer; Losers and the Outlook

Disparate Adjustments Trade uncertainty is hitting everyone. China will reportedly flush its state-owned enterprises with cash, which may not improve their quality of governance but will keep them alive. Some are asking for similar aid to U.S. farmers. By contrast, Vietnam says it will unilater...

soy-oilseeds softs biofuel

Indian Subcontinent Regional Analysis

Falling Soymeal Prices May Move Up if Exports Continue Soybean and soymeal prices moved lower last week but had some upward movement near its end, and they are stable now due to slow poultry sector demand as well as international cues. However, world prices are still lower. The Indian soybean s...

Cultured Meat

Food definitions are an emerging policy topic. The dairy industry doesn’t like the term soymilk, and the rice industry is concerned about the marketing of cauliflower rice. Those issues are minor, though, compared with the question of whether lab-cultured proteins can be called meat or be...

softs feed-grains biofuel

India Subcontinent Regional Analysis

Ethanol Policy Changes May Not Ease Pressure on Sugar Sector Immediately Changes in ethanol prices, including that of B-Heavy molasses as an input for making the fuel, do not mean that India will become self-sufficient in supplies and fulfil the demand of the Ethanol Blending Program (EBP). Fur...

soy-oilseeds

Palm Oil Falls Due to Large Stocks but Recovery Possible

The Malaysian Palm Oil Board’s (MPOB’s) monthly report indicated that stocks rose in June following contra-seasonal decreases over the last five months. The marginal 0.8 percent growth in stocks surprised the market, which was expecting a 1.2 percent decline in month-ending inventor...

soy-oilseeds

Finding Alternate Export Markets for U.S. Soybeans

With the trade war officially underway, China is now assessing a 28 percent duty on imports of U.S. soybeans (the 25 percent retaliatory tariff plus the 3 percent tariff previously applied). While the U.S. normally exports a relatively slight amount there in July and August, it is only about tw...

War Update – Elites Panic, Others Don’t

U.S. agriculture dislikes being the tip of the spear in Donald Trump’s trade war fight, but the industry’s intermediaries in Washington are far more upset than those in the countryside. This is largely because farmers in rural America voted for Mr. Trump, and they are not as quick t...

Agro-Energy Trade Remedy; Migration and Trade Solution; Strange Bedfellows; Cotton Subsidization

Agro-Energy Trade Remedy U.S. agriculture is being hurt by retaliation from other countries that have been targeted by the Trump administration’s trade policy objectives. As WPI analyst Mike Krueger has pointed out, the government cannot simply buy and take commodities off the market as t...

soy-oilseeds

Oilseed Highlights: Chinese Soybean Imports; PNW Soy Exports; EU Feed Production

Is China Preparing to Reduce Total Soybean Imports? USDA is currently forecasting China’s 2018/19 soybean imports at 103 MMT, up from 97 MMT in 2017/18. However, some trade sources have indicated the Chinese government has told importers they should be prepared for a much smaller volume t...

Transatlantic Paeans; Soya-Surprise

EU leaders made great strides yesterday in their efforts to deal with a multitude of challenges, although few of the outcomes appear to be a panacea. Refugees: Funding refugee processing centers in southern Europe and North Africa will create structure out of chaos, but it does not solve the ro...

Trade Fight Dustup; Transshipping Adds Cost; Wetlands Reform

Trade Fight Dustup Constituencies impacted by retaliatory tariffs imposed by other countries are starting to doubt the wisdom of Trump trade policy. The business community’s angst with Mr. Trump’s aggressive approach is palpable. The U.S. Senate Finance Committee will consider legis...

feed-grains soy-oilseeds wheat

Market Commentary

Overnight trading was a quiet, low volume affair with only limited price changes for grains and the soy complex. As the day session progressed, however, wheat ran out of friends who then also deserted (once again) the soybean market. Wheat’s downturn was led by KC HRW, in which funds stil...

Disparate Adjustments; Hug a Farmer; Losers and the Outlook

Disparate Adjustments Trade uncertainty is hitting everyone. China will reportedly flush its state-owned enterprises with cash, which may not improve their quality of governance but will keep them alive. Some are asking for similar aid to U.S. farmers. By contrast, Vietnam says it will unilater...

soy-oilseeds softs biofuel

Indian Subcontinent Regional Analysis

Falling Soymeal Prices May Move Up if Exports Continue Soybean and soymeal prices moved lower last week but had some upward movement near its end, and they are stable now due to slow poultry sector demand as well as international cues. However, world prices are still lower. The Indian soybean s...

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