World Perspectives

Recent Asia Analysis

Transatlantic Expectations; Crop of the Future; Updated Beef Age; Variable USMCA Hearings

Transatlantic Expectations EU Trade Commissioner Cecilia Malmström is in Washington to meet with her U.S. counterpart, Robert Lighthizer, and discuss efforts to better harmonize regulations. She expressed the view that President Trump would not impose tariffs on European automobiles due to...

Awkward Uniter; Future for Commodities

Awkward Uniter By being antagonistic, U.S. President Donald Trump is awkwardly uniting the world. His earlier attacks on NAFTA managed to boost support for it from both Democrats and Republicans. His threat to leave the pact created a political mentality in Washington of you “Don’t...

Devilish Details; Formosan Choice; Wife Beater II

Devilish Details Thoroughness in detail is both hard and time consuming. Whether laws or trade agreements are involved, politicians often find it too tedious and inconvenient to get things right on the front end, and so they kick the detailed points on any agreement down the road. Now Canadian...

soy-oilseeds

Oilseed Highlights: Brazil’s Soymeal and Potential Soy Export Tax; Palm Oil in the Americas

Brazil’s Soybean Crushers Seek Better Market Access for Soymeal in China The huge increase in Brazil’s soybean exports to China has been a boon for its farmers who are receiving almost $2/bushel more than in the U.S., but it has put local soybean processors in a bind. The Brazilian...

wheat feed-grains soy-oilseeds

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MIDDLE EAST/MEDITERRANEAN COMMENTS Russia and Syria are reportedly about to cooperate on a wheat hub in the latter country for the Middle Eastern wheat import markets. This project will mean an expansion of ports there with added grain storage and transshipment facilities along...

softs soy-oilseeds feed-grains

Indian Subcontinent Regional Analysis

How Much Sugar and Ethanol Will India Produce in Sugar Year 2018/19? It was widely speculated about four months ago that India would produce a huge volume of sugar at 35.5 MMT, adding to its problems of plenty. Following new reports of water scarcity and drought conditions in Maharashtra (as we...

feed-grains soy-oilseeds wheat

Ag Review - October 2018

WPI's monthly publication features analyses of U.S. agribusiness, U.S. soybean marketing strategies, the U.S. biofuels industry, the global outlook for farm inputs, and policy trends. It also provides a review of agribusiness stock prices along with expectations for future performance...

soy-oilseeds wheat

Demand Destruction

The anguish among U.S. agricultural producers over the U.S. trade disputes with China and, particularly, the latter’s retaliatory tariffs on their soybeans, grains, pork and other products is understandably strong. Soybean farmers planted a record amount of acreage last spring in anticipa...

Dissecting China; Tech War and Agriculture; Election and Trade Questions

Dissecting China Asian financial analyst Stewart Paterson presented his new book, China, Trade and Power, at the free trade-focused Center for Strategic and International Studies last week. In the book, he argues that the West was unprepared for the impacts of China’s accession into the W...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans Market Overview Interestingly, soybean basis started to drop quickly last week for nearby shipments after several weeks of a stronger old crop market. The collapse started in Argentina with exporters trying to buy demand and offers suddenly posted at 180X FOB for November shipment. Ear...

softs soy-oilseeds

Indian Subcontinent Regional Analysis

As India’s Sugar Production Commences, Ethanol Tender Under Scrutiny The sugarcane crush season has started in India with a few mills beginning operations in Maharashtra last week. There are still some issues to be resolved before all mills are crushing, including the labor wages for harv...

Preparing Japanese Agriculture; UTP Implications; Trade War Perspective

Preparing Japanese Agriculture Japan has long protected its agriculture sector over fears of food security and as a political payoff since there is a structural bias for rural voters. Despite these protections, the small, inefficient agriculture sector has left the country with a self-sufficien...

Transatlantic Expectations; Crop of the Future; Updated Beef Age; Variable USMCA Hearings

Transatlantic Expectations EU Trade Commissioner Cecilia Malmström is in Washington to meet with her U.S. counterpart, Robert Lighthizer, and discuss efforts to better harmonize regulations. She expressed the view that President Trump would not impose tariffs on European automobiles due to...

Awkward Uniter; Future for Commodities

Awkward Uniter By being antagonistic, U.S. President Donald Trump is awkwardly uniting the world. His earlier attacks on NAFTA managed to boost support for it from both Democrats and Republicans. His threat to leave the pact created a political mentality in Washington of you “Don’t...

Devilish Details; Formosan Choice; Wife Beater II

Devilish Details Thoroughness in detail is both hard and time consuming. Whether laws or trade agreements are involved, politicians often find it too tedious and inconvenient to get things right on the front end, and so they kick the detailed points on any agreement down the road. Now Canadian...

soy-oilseeds

Oilseed Highlights: Brazil’s Soymeal and Potential Soy Export Tax; Palm Oil in the Americas

Brazil’s Soybean Crushers Seek Better Market Access for Soymeal in China The huge increase in Brazil’s soybean exports to China has been a boon for its farmers who are receiving almost $2/bushel more than in the U.S., but it has put local soybean processors in a bind. The Brazilian...

wheat feed-grains soy-oilseeds

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MIDDLE EAST/MEDITERRANEAN COMMENTS Russia and Syria are reportedly about to cooperate on a wheat hub in the latter country for the Middle Eastern wheat import markets. This project will mean an expansion of ports there with added grain storage and transshipment facilities along...

softs soy-oilseeds feed-grains

Indian Subcontinent Regional Analysis

How Much Sugar and Ethanol Will India Produce in Sugar Year 2018/19? It was widely speculated about four months ago that India would produce a huge volume of sugar at 35.5 MMT, adding to its problems of plenty. Following new reports of water scarcity and drought conditions in Maharashtra (as we...

feed-grains soy-oilseeds wheat

Ag Review - October 2018

WPI's monthly publication features analyses of U.S. agribusiness, U.S. soybean marketing strategies, the U.S. biofuels industry, the global outlook for farm inputs, and policy trends. It also provides a review of agribusiness stock prices along with expectations for future performance...

soy-oilseeds wheat

Demand Destruction

The anguish among U.S. agricultural producers over the U.S. trade disputes with China and, particularly, the latter’s retaliatory tariffs on their soybeans, grains, pork and other products is understandably strong. Soybean farmers planted a record amount of acreage last spring in anticipa...

Dissecting China; Tech War and Agriculture; Election and Trade Questions

Dissecting China Asian financial analyst Stewart Paterson presented his new book, China, Trade and Power, at the free trade-focused Center for Strategic and International Studies last week. In the book, he argues that the West was unprepared for the impacts of China’s accession into the W...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans Market Overview Interestingly, soybean basis started to drop quickly last week for nearby shipments after several weeks of a stronger old crop market. The collapse started in Argentina with exporters trying to buy demand and offers suddenly posted at 180X FOB for November shipment. Ear...

softs soy-oilseeds

Indian Subcontinent Regional Analysis

As India’s Sugar Production Commences, Ethanol Tender Under Scrutiny The sugarcane crush season has started in India with a few mills beginning operations in Maharashtra last week. There are still some issues to be resolved before all mills are crushing, including the labor wages for harv...

Preparing Japanese Agriculture; UTP Implications; Trade War Perspective

Preparing Japanese Agriculture Japan has long protected its agriculture sector over fears of food security and as a political payoff since there is a structural bias for rural voters. Despite these protections, the small, inefficient agriculture sector has left the country with a self-sufficien...

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