World Perspectives

Recent Asia Analysis

FOB Prices and Freight Rate App (Updated 11 May)

Ocean Freight Comments - 6 May 2021 By Jay O'Neil Commodity Consulting If you read ocean freight news articles, they all believe that the stars are aligned for big economic growth, and the super-cycle in commodities and freight has arrived. After all, the stock market is up, commodity prices a...

Interactive Ocean Freight Rates (Updated 11 May)

Ocean Freight Comments - 6 May 2021 By Jay O'Neil Commodity Consulting If you read ocean freight news articles, they all believe that the stars are aligned for big economic growth, and the super-cycle in commodities and freight has arrived. After all, the stock market is up, commodity price...

livestock

Livestock Round Up: Bullish Beef Outlook

It’s a month and a half until Memorial Day weekend, the official kick off of seasonal beef demand. The Choice cutout was $276.62/cwt today, up from a $272/cwt average last week, which was up about $20/cwt from the week prior. Part of that rally is demand, and part is supply. March beef pr...

Defining Worker-Led Trade Policy; Trade Bullying

Defining Worker-Led Trade Policy A session at the Washington International Trade Association today tried to unravel the meaning of the Biden Administration’s so-called worker-led trade policy. Most of the discussion centered on high level economic theory and the mischaracterization of tra...

Pandemic Not Fully Reflected

The Pew Research Center has attracted a lot of ink for its analysis of losses to middle income earners from the pandemic. Its data, derived from World Bank and IMF numbers, show the greatest loss of the middle class in South Asia, followed by East Asia. The advanced economies saw growth in the...

Taiwan – Tip of the Spear

It is unclear which of several geopolitical rifts (Xinjiang, Hong Kong, Taiwan, South China Sea, etc.) between China and the west is going to prove the tipping point toward open conflict but there are ample opportunities. Beijing’s latest move was to reduce and control the number of elect...

Camel’s Nose; Technology and Sustainability; Limits of Sanctions

Camel’s Nose USDA Secretary Tom Vilsack appeared to discount Mexico’s plan to ban glyphosate and GMO corn by saying it would not affect U.S. feed corn being shipped south. However, the U.S. ships a certain amount of white corn to Mexico for human consumption and, more importantly, M...

livestock

ASF Loosens Import Restrictions

The Philippines may increase its pork imports under a reduced tariff by over 600 percent, from 54,210 MT to 404,210 MT to better meet demand and reduce price inflation. The agriculture ministry says around 15 percent of the hog inventory was lost to ASF in 2020 and, as a result, it cannot meet...

Tough Sino-West Balance; Japan Pickle

Tough Sino-West Balance Any hope of comity with China went out the window last week in Anchorage and into the sewer this week over sanctions related to treatment of the Uyghurs. China is making it clear that it will not be somehow characterized as morally inferior to the west. It has pulled man...

Real WTO Problem; Beggars’ Rights; Political Horse-trading

Real WTO Problem The President’s 2021 Trade Agenda and 2020 Annual Report highlights the trade protectionism in India and efforts to change New Delhi’s policies. One area of criticism is “Make in India” campaign but that is not such a unique policy. Many countries are no...

Sustainability Goals; Splintering Transatlantic; Korea Reveals WTO Flaws

Sustainability Goals Returning USDA Secretary Tom Vilsack says that agriculture is ready to embrace the goals of slowing climate change. President Biden has issued several executive orders limiting fossil fuel development and more are forthcoming. However, his centrally planned Build America Be...

livestock

Disproportionate ASF Impacts

While China gets most of the attention on African Swine Fever just because of the volume of production adversely impacted, the Philippines has suffered a larger percentage drop in output. From peak to trough, Chinese pork production fell 30 percent, but Filipino production is off 32.8 percent...

FOB Prices and Freight Rate App (Updated 11 May)

Ocean Freight Comments - 6 May 2021 By Jay O'Neil Commodity Consulting If you read ocean freight news articles, they all believe that the stars are aligned for big economic growth, and the super-cycle in commodities and freight has arrived. After all, the stock market is up, commodity prices a...

Interactive Ocean Freight Rates (Updated 11 May)

Ocean Freight Comments - 6 May 2021 By Jay O'Neil Commodity Consulting If you read ocean freight news articles, they all believe that the stars are aligned for big economic growth, and the super-cycle in commodities and freight has arrived. After all, the stock market is up, commodity price...

livestock

Livestock Round Up: Bullish Beef Outlook

It’s a month and a half until Memorial Day weekend, the official kick off of seasonal beef demand. The Choice cutout was $276.62/cwt today, up from a $272/cwt average last week, which was up about $20/cwt from the week prior. Part of that rally is demand, and part is supply. March beef pr...

Defining Worker-Led Trade Policy; Trade Bullying

Defining Worker-Led Trade Policy A session at the Washington International Trade Association today tried to unravel the meaning of the Biden Administration’s so-called worker-led trade policy. Most of the discussion centered on high level economic theory and the mischaracterization of tra...

Pandemic Not Fully Reflected

The Pew Research Center has attracted a lot of ink for its analysis of losses to middle income earners from the pandemic. Its data, derived from World Bank and IMF numbers, show the greatest loss of the middle class in South Asia, followed by East Asia. The advanced economies saw growth in the...

Taiwan – Tip of the Spear

It is unclear which of several geopolitical rifts (Xinjiang, Hong Kong, Taiwan, South China Sea, etc.) between China and the west is going to prove the tipping point toward open conflict but there are ample opportunities. Beijing’s latest move was to reduce and control the number of elect...

Camel’s Nose; Technology and Sustainability; Limits of Sanctions

Camel’s Nose USDA Secretary Tom Vilsack appeared to discount Mexico’s plan to ban glyphosate and GMO corn by saying it would not affect U.S. feed corn being shipped south. However, the U.S. ships a certain amount of white corn to Mexico for human consumption and, more importantly, M...

livestock

ASF Loosens Import Restrictions

The Philippines may increase its pork imports under a reduced tariff by over 600 percent, from 54,210 MT to 404,210 MT to better meet demand and reduce price inflation. The agriculture ministry says around 15 percent of the hog inventory was lost to ASF in 2020 and, as a result, it cannot meet...

Tough Sino-West Balance; Japan Pickle

Tough Sino-West Balance Any hope of comity with China went out the window last week in Anchorage and into the sewer this week over sanctions related to treatment of the Uyghurs. China is making it clear that it will not be somehow characterized as morally inferior to the west. It has pulled man...

Real WTO Problem; Beggars’ Rights; Political Horse-trading

Real WTO Problem The President’s 2021 Trade Agenda and 2020 Annual Report highlights the trade protectionism in India and efforts to change New Delhi’s policies. One area of criticism is “Make in India” campaign but that is not such a unique policy. Many countries are no...

Sustainability Goals; Splintering Transatlantic; Korea Reveals WTO Flaws

Sustainability Goals Returning USDA Secretary Tom Vilsack says that agriculture is ready to embrace the goals of slowing climate change. President Biden has issued several executive orders limiting fossil fuel development and more are forthcoming. However, his centrally planned Build America Be...

livestock

Disproportionate ASF Impacts

While China gets most of the attention on African Swine Fever just because of the volume of production adversely impacted, the Philippines has suffered a larger percentage drop in output. From peak to trough, Chinese pork production fell 30 percent, but Filipino production is off 32.8 percent...

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