World Perspectives

Recent Asia Analysis

Trade Policy Wowzas; Weighing Risks; Monopoly Hunters

Trade Policy Wowzas It is a long weekend for the commodity futures market, and policymakers have left a bevy of developments to think about, including the following: China: It is still a mercantilist concept, but China is reportedly offering to ramp up a six-year buying spree of U.S. goods, pur...

wheat feed-grains soy-oilseeds

Indian Subcontinent Regional Analysis

Rabi Sowing Down As of 18 January 2019, the total rabi planted area was down 4.8 percent versus 2017/18. While wheat is among the crops affected, pulses and coarse cereals, most especially pearl millet, are down significantly (see table below). The overal oilseed area has been good, however, as...

Government Shutdown Options; Trade Policy Delays; Weather and When

Government Shutdown Options Using federal employees as ransom in a White House/congressional fight over a very small federal spending program (border security) is both unsophisticated and morally wrong. House Speaker Nancy Pelosi has now cancelled the use of the House chamber for the president&...

soy-oilseeds biofuel

Oilseed Highlights: Malaysian Biodiesel; Soymeal and DDGS; Argentine Soy Crushers; Pakistan and Cargill

Malaysia to Double Use of Palm-Based Biodiesel The glut and low prices of palm oil have caused the government of Malaysia to double the blending requirement for biodiesel with diesel from the current 10 percent to 20 percent by 2020, according to Minister of Primary Industries Teresa Kok. Oil W...

Dark, Happy Winter Thoughts

The U.S. government is headed into a record-long shutdown with no end in sight. Americans are fractured politically. There is even talk of civil war on social media with left and right arguing which side has more firepower: those with illegal guns in coastal inner cities or the armed rednecks i...

Odd Man Up; Antibiotic Correlations; Half-Truths; Supplying the World

Odd Man Up Chuck Grassley (R-Iowa) is chairman of the powerful U.S. Senate Finance Committee and is at once mainstream and unpredictable. He has said he disagrees with Donald Trump’s use of the national security (Section 232) rationale for extracting concessions from trading partners, and...

Trump Administration Negotiations: Progress with China but Not with Congress

Reports from China indicate the initial trade talks began with a productive session. Meanwhile, meetings this weekend between Vice President Mike Pence and senior staffers for the Democratic leadership about the budget impasse made no discernable progress. As the U.S. delegation of subcabinet m...

Reassuring Thoughts

Human nature veers toward concern over the future, but facts are irrefutable. As noted by Steven Pinker in Enlightenment Now, everything in the world is getting better: longevity, health, physical and economic security, the environment, etc. This is also true of agriculture, trade and the econo...

soy-oilseeds wheat feed-grains

Mercosur Regional Analysis

Soybeans Market Overview Last week (the last full trading week of 2018) showed good movement of soybean vessels around the world. China’s state reserve was active in more purchases from the U.S, which was interesting since traded levels were not especially “cheap” as would be...

Bag of Coal for Christmas

U.S. stocks are nearing a bear market, and there is nothing ahead to give that much hope. The trade war between the U.S. and China will continue to weigh heavily on both economies. White House trade advisor Peter Navarro says reaching agreement with China will be difficult, which is an understa...

Article 1 versus 2; Whale of a Deal; European Breakaways

Article I versus 2 The Congress, as enumerated in Article 1 of the American Constitution, holds more powers than the Executive Branch as outlined in Article 2. However, for the sake of efficiency and speed of execution, the legislative branch has ceded authority over the years to the presidency...

soy-oilseeds

Oilseed Highlights: U.S. Soy Exports; Growth in Soymeal Demand

Soy Export Sales Highlights Today’s USDA weekly export sales report indicated a total 1,561,000 MT of soybeans were sold to China last week. USDA also reported additional sales yesterday and today of 1,403,000 MT to that country, bringing the two-week total to 2.964 MMT. Trade sources sug...

Trade Policy Wowzas; Weighing Risks; Monopoly Hunters

Trade Policy Wowzas It is a long weekend for the commodity futures market, and policymakers have left a bevy of developments to think about, including the following: China: It is still a mercantilist concept, but China is reportedly offering to ramp up a six-year buying spree of U.S. goods, pur...

wheat feed-grains soy-oilseeds

Indian Subcontinent Regional Analysis

Rabi Sowing Down As of 18 January 2019, the total rabi planted area was down 4.8 percent versus 2017/18. While wheat is among the crops affected, pulses and coarse cereals, most especially pearl millet, are down significantly (see table below). The overal oilseed area has been good, however, as...

Government Shutdown Options; Trade Policy Delays; Weather and When

Government Shutdown Options Using federal employees as ransom in a White House/congressional fight over a very small federal spending program (border security) is both unsophisticated and morally wrong. House Speaker Nancy Pelosi has now cancelled the use of the House chamber for the president&...

soy-oilseeds biofuel

Oilseed Highlights: Malaysian Biodiesel; Soymeal and DDGS; Argentine Soy Crushers; Pakistan and Cargill

Malaysia to Double Use of Palm-Based Biodiesel The glut and low prices of palm oil have caused the government of Malaysia to double the blending requirement for biodiesel with diesel from the current 10 percent to 20 percent by 2020, according to Minister of Primary Industries Teresa Kok. Oil W...

Dark, Happy Winter Thoughts

The U.S. government is headed into a record-long shutdown with no end in sight. Americans are fractured politically. There is even talk of civil war on social media with left and right arguing which side has more firepower: those with illegal guns in coastal inner cities or the armed rednecks i...

Odd Man Up; Antibiotic Correlations; Half-Truths; Supplying the World

Odd Man Up Chuck Grassley (R-Iowa) is chairman of the powerful U.S. Senate Finance Committee and is at once mainstream and unpredictable. He has said he disagrees with Donald Trump’s use of the national security (Section 232) rationale for extracting concessions from trading partners, and...

Trump Administration Negotiations: Progress with China but Not with Congress

Reports from China indicate the initial trade talks began with a productive session. Meanwhile, meetings this weekend between Vice President Mike Pence and senior staffers for the Democratic leadership about the budget impasse made no discernable progress. As the U.S. delegation of subcabinet m...

Reassuring Thoughts

Human nature veers toward concern over the future, but facts are irrefutable. As noted by Steven Pinker in Enlightenment Now, everything in the world is getting better: longevity, health, physical and economic security, the environment, etc. This is also true of agriculture, trade and the econo...

soy-oilseeds wheat feed-grains

Mercosur Regional Analysis

Soybeans Market Overview Last week (the last full trading week of 2018) showed good movement of soybean vessels around the world. China’s state reserve was active in more purchases from the U.S, which was interesting since traded levels were not especially “cheap” as would be...

Bag of Coal for Christmas

U.S. stocks are nearing a bear market, and there is nothing ahead to give that much hope. The trade war between the U.S. and China will continue to weigh heavily on both economies. White House trade advisor Peter Navarro says reaching agreement with China will be difficult, which is an understa...

Article 1 versus 2; Whale of a Deal; European Breakaways

Article I versus 2 The Congress, as enumerated in Article 1 of the American Constitution, holds more powers than the Executive Branch as outlined in Article 2. However, for the sake of efficiency and speed of execution, the legislative branch has ceded authority over the years to the presidency...

soy-oilseeds

Oilseed Highlights: U.S. Soy Exports; Growth in Soymeal Demand

Soy Export Sales Highlights Today’s USDA weekly export sales report indicated a total 1,561,000 MT of soybeans were sold to China last week. USDA also reported additional sales yesterday and today of 1,403,000 MT to that country, bringing the two-week total to 2.964 MMT. Trade sources sug...

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