World Perspectives

Recent Asia Analysis

soy-oilseeds

Oilseed Highlights: Chinese Tariff Impact on Upper Midwest; India’s Soyoil Tariff

Chinese Tariffs Impact on Upper Midwest Soybean Farmers Barring a settlement to the current trade dispute, China is expected to impose a 25 percent tariff on U.S. soybeans effective 6 July. It appears the situation may intensify after President Trump yesterday threatened to implement additional...

Illogical War; Illogical Reparations; Precaution or Hysteria?; Relations and Wars

Illogical War One can imagine more sophisticated approaches to rebalancing trade concessions than the one undertaken by the Trump administration. The president’s assertion was that a larger trade deficit and lower average tariffs mean the U.S. is in a stronger negotiating position. Howeve...

soy-oilseeds wheat feed-grains

Decision Time on Chinese Trade

These days it may seem as though grain markets have little else to consider beyond the U.S./Chinese trade dispute and its potential ramifications. We probably should apologize for spending so much time discussing it. Actually, there is a great deal more than the Chinese situation facing markets...

feed-grains soy-oilseeds wheat

Market Commentary

The overnight market did not seem to know how to take the results of the Trump/Kim Jong Un meeting in Singapore. It ended with an announced agreement to denuclearize North Korea and for the U.S. to cease joint military exercises with South Korea. As always, the “devil is in the details,&r...

G6 Decision; Leveling the Playing Field; Peronist Pope; G7 Reaction; Leveraging Argentina

G6 Decision The G7 meeting did not go well - at least from everyone’s perspective except Donald Trump’s. It went exactly as he expected and intended. While the G6 lectured him on the benefits of post-WWII multilateralism, Trump relished being the G1 and succeeded in his negotiating...

feed-grains soy-oilseeds wheat

Market Commentary

Markets were relatively quiet Sunday night, but corn and soybeans turned decidedly weaker today to finish with big losses. Funds started this week long everything except soyoil. They’ve had these positions for quite some time and evidently decided that today was the time to either get out...

Meeting Like No Other; Smorgasbord; Farm Policy Revolution; TKO

Meeting Like No Other There will be a G-7 meeting this weekend in Charlevoix, Canada that will be like no other. Donald Trump will square off against six other leaders with Emmanuel Macron and Justin Trudeau committed to aggressively challenging him. Trump relishes the moment. He will pound the...

wheat feed-grains soy-oilseeds

Black Sea Regional Analysis

Russian Grain Markets: 28 May-1 June 2018 Domestic grain prices mainly grew as the volumes of stocks offered on the market were limited. Thus, despite the record results of MY 2017/18 grain exports, which may total 54 MMT, sellers rather than buyers are now determining the domestic market price...

Gulf of the Atlantic; Rice Where Needed; Weird, and Trading Terms

Gulf of the Atlantic The EU’s differences with Washington extend beyond trade policy and into fundamental political philosophy. Brussels is trying to regulate away fake news and hate speech on the internet. What libertarians in America call censorship is merely a code of social conduct to...

feed-grains soy-oilseeds

Indian Subcontinent Regional Analysis

Corn and Soymeal Exports Could Keep Prices High Indian corn is competitive and finding markets in Vietnam and Bangladesh. Vietnam continues to import Indian corn in containers at $220-225/MT delivered. This price is compared to U.S. and South American corn at $230/MT delivered. Bangladesh impor...

soy-oilseeds

Oilseed Highlights: Stalled Brazilian Exports...

Brazilian Exports Still Stalled After Trucker Strike Ends Some truckloads of soybeans and other commodities have begun to arrive at Brazilian processing plants and exporter terminals, but the amounts have been limited. As of yesterday, no cargo deliveries had begun to arrive yet at those main t...

Errors of Approach; Name and Disparagement Marketing

Errors of Approach The Trump negotiating modus operandi is chaos, which worked in real estate transactions where he was the lone voice on his side of the transaction. Governing requires a degree of consistency, though, and that is all but absent within this administration. Treasury Secretary St...

soy-oilseeds

Oilseed Highlights: Chinese Tariff Impact on Upper Midwest; India’s Soyoil Tariff

Chinese Tariffs Impact on Upper Midwest Soybean Farmers Barring a settlement to the current trade dispute, China is expected to impose a 25 percent tariff on U.S. soybeans effective 6 July. It appears the situation may intensify after President Trump yesterday threatened to implement additional...

Illogical War; Illogical Reparations; Precaution or Hysteria?; Relations and Wars

Illogical War One can imagine more sophisticated approaches to rebalancing trade concessions than the one undertaken by the Trump administration. The president’s assertion was that a larger trade deficit and lower average tariffs mean the U.S. is in a stronger negotiating position. Howeve...

soy-oilseeds wheat feed-grains

Decision Time on Chinese Trade

These days it may seem as though grain markets have little else to consider beyond the U.S./Chinese trade dispute and its potential ramifications. We probably should apologize for spending so much time discussing it. Actually, there is a great deal more than the Chinese situation facing markets...

feed-grains soy-oilseeds wheat

Market Commentary

The overnight market did not seem to know how to take the results of the Trump/Kim Jong Un meeting in Singapore. It ended with an announced agreement to denuclearize North Korea and for the U.S. to cease joint military exercises with South Korea. As always, the “devil is in the details,&r...

G6 Decision; Leveling the Playing Field; Peronist Pope; G7 Reaction; Leveraging Argentina

G6 Decision The G7 meeting did not go well - at least from everyone’s perspective except Donald Trump’s. It went exactly as he expected and intended. While the G6 lectured him on the benefits of post-WWII multilateralism, Trump relished being the G1 and succeeded in his negotiating...

feed-grains soy-oilseeds wheat

Market Commentary

Markets were relatively quiet Sunday night, but corn and soybeans turned decidedly weaker today to finish with big losses. Funds started this week long everything except soyoil. They’ve had these positions for quite some time and evidently decided that today was the time to either get out...

Meeting Like No Other; Smorgasbord; Farm Policy Revolution; TKO

Meeting Like No Other There will be a G-7 meeting this weekend in Charlevoix, Canada that will be like no other. Donald Trump will square off against six other leaders with Emmanuel Macron and Justin Trudeau committed to aggressively challenging him. Trump relishes the moment. He will pound the...

wheat feed-grains soy-oilseeds

Black Sea Regional Analysis

Russian Grain Markets: 28 May-1 June 2018 Domestic grain prices mainly grew as the volumes of stocks offered on the market were limited. Thus, despite the record results of MY 2017/18 grain exports, which may total 54 MMT, sellers rather than buyers are now determining the domestic market price...

Gulf of the Atlantic; Rice Where Needed; Weird, and Trading Terms

Gulf of the Atlantic The EU’s differences with Washington extend beyond trade policy and into fundamental political philosophy. Brussels is trying to regulate away fake news and hate speech on the internet. What libertarians in America call censorship is merely a code of social conduct to...

feed-grains soy-oilseeds

Indian Subcontinent Regional Analysis

Corn and Soymeal Exports Could Keep Prices High Indian corn is competitive and finding markets in Vietnam and Bangladesh. Vietnam continues to import Indian corn in containers at $220-225/MT delivered. This price is compared to U.S. and South American corn at $230/MT delivered. Bangladesh impor...

soy-oilseeds

Oilseed Highlights: Stalled Brazilian Exports...

Brazilian Exports Still Stalled After Trucker Strike Ends Some truckloads of soybeans and other commodities have begun to arrive at Brazilian processing plants and exporter terminals, but the amounts have been limited. As of yesterday, no cargo deliveries had begun to arrive yet at those main t...

Errors of Approach; Name and Disparagement Marketing

Errors of Approach The Trump negotiating modus operandi is chaos, which worked in real estate transactions where he was the lone voice on his side of the transaction. Governing requires a degree of consistency, though, and that is all but absent within this administration. Treasury Secretary St...

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