World Perspectives

Recent Asia Analysis

FOB Prices and Freight Rate App (Updated 2 April)

Update for 2 April 2020: New Data Added!!  French rapeseed French sunflower seed French and Bulgarian feed barley Bulgarian feed wheat All other routes/offers updated through the day's close.    Freight Comments for 2 April 2020: Jay O’Neil, O’Neil Commodity Consult...

Interactive Ocean Freight Rates (Updated 31 March)

Data Updated Through: 31 March 2020   Ocean Freight Insights and Comments - 2 April 2020 By Jay O'Neil Commodity Consulting   Dry-Bulk markets may have hit bottom, at least for the time being. On Monday, Capesize rates dropped to their worst levels since 2016. Tuesday showed impr...

livestock feed-grains

Higher Egg Demand

The coronavirus has likely contributed to a recent spike in U.S. egg demand and consequently prices as well. Production volume cuts occurred just ahead of this increased consumer demand. Meanwhile, margins earned by major egg producing companies has been healthy despite lower volumes due to the...

Virus and Trade

There is a debate over how much the coronavirus experience will impact international trade and globalization. On the one hand, dependence on supply chains that easily get broken and cross-contamination from international travel informs the negative side of the equation. On the other side are al...

Virus Economic Impact

How the economy and consumers react to the coronavirus will be important to the food and agriculture sector. A large economic decline like the Great Recession beginning in September 2008 caused the stock market to continue losing money until March of 2009. That means that any single day’s...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional Updates Imploding financial markets, sharply weaker crude oil, and ever-growing concerns about the economic impacts of coronavirus continue to be the primary drivers of market action this week. Demand and consumption concerns are growing for most commodities, keeping prices on the defe...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Corn According to the Buenos Aires Grain Exchange, harvest progress reached 2.7 percent of the planted area last week. Hot and dry weather is allowing for faster progress in the last two days and will be even higher going forward. There are only scattered showers forecast for the next several d...

Policy Shorts – Because its Friday

EU Sensibilities: The European Academies Science Advisory Council doesn’t have the credibility of Greenpeace with European media, but its message carries more weight than in the past. Behind closed doors, policymakers want out from under the bootstrap of the Novel Foods Directive. The EAS...

Virus Geopolitics; Process Tariffs

Virus Geopolitics The trade war had already caused changes in supply chains and now COVID-19 is adding to the reconsiderations. However, globalization involves an integration that isn’t easily reversed. As noted by technology analyst Benedict Evans, the world has 5.5 billion people over t...

feed-grains soy-oilseeds wheat

Market Commentary

The market opened lower across the board as called with coronavirus on the brain. It has now spread to 30 countries but the WHO has yet to call it a pandemic. The market is assuming the worst, with some even saying there will be a recession. Money reacts to fear and volatility, with funds in la...

COVID-19 Calculations; Trade Policy Shorts

COVID-19 Calculations Equities have now plunged two days in a row over the coronavirus, but commodities fought back today rather than overreact. The COVID-19 virus is said to have put Italy close to recession, though German businesses are said to still be positive. That is the problem with curr...

feed-grains

Change in Major Philippine Crops

Philippine President Rodrigo Duterte is a controversial leader and some critics complain that he has hurt the country’s agriculture by allowing increased imports at the same time food prices are rising. The most notable and dramatic increase has been in rice imports. The population annual...

FOB Prices and Freight Rate App (Updated 2 April)

Update for 2 April 2020: New Data Added!!  French rapeseed French sunflower seed French and Bulgarian feed barley Bulgarian feed wheat All other routes/offers updated through the day's close.    Freight Comments for 2 April 2020: Jay O’Neil, O’Neil Commodity Consult...

Interactive Ocean Freight Rates (Updated 31 March)

Data Updated Through: 31 March 2020   Ocean Freight Insights and Comments - 2 April 2020 By Jay O'Neil Commodity Consulting   Dry-Bulk markets may have hit bottom, at least for the time being. On Monday, Capesize rates dropped to their worst levels since 2016. Tuesday showed impr...

livestock feed-grains

Higher Egg Demand

The coronavirus has likely contributed to a recent spike in U.S. egg demand and consequently prices as well. Production volume cuts occurred just ahead of this increased consumer demand. Meanwhile, margins earned by major egg producing companies has been healthy despite lower volumes due to the...

Virus and Trade

There is a debate over how much the coronavirus experience will impact international trade and globalization. On the one hand, dependence on supply chains that easily get broken and cross-contamination from international travel informs the negative side of the equation. On the other side are al...

Virus Economic Impact

How the economy and consumers react to the coronavirus will be important to the food and agriculture sector. A large economic decline like the Great Recession beginning in September 2008 caused the stock market to continue losing money until March of 2009. That means that any single day’s...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional Updates Imploding financial markets, sharply weaker crude oil, and ever-growing concerns about the economic impacts of coronavirus continue to be the primary drivers of market action this week. Demand and consumption concerns are growing for most commodities, keeping prices on the defe...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Corn According to the Buenos Aires Grain Exchange, harvest progress reached 2.7 percent of the planted area last week. Hot and dry weather is allowing for faster progress in the last two days and will be even higher going forward. There are only scattered showers forecast for the next several d...

Policy Shorts – Because its Friday

EU Sensibilities: The European Academies Science Advisory Council doesn’t have the credibility of Greenpeace with European media, but its message carries more weight than in the past. Behind closed doors, policymakers want out from under the bootstrap of the Novel Foods Directive. The EAS...

Virus Geopolitics; Process Tariffs

Virus Geopolitics The trade war had already caused changes in supply chains and now COVID-19 is adding to the reconsiderations. However, globalization involves an integration that isn’t easily reversed. As noted by technology analyst Benedict Evans, the world has 5.5 billion people over t...

feed-grains soy-oilseeds wheat

Market Commentary

The market opened lower across the board as called with coronavirus on the brain. It has now spread to 30 countries but the WHO has yet to call it a pandemic. The market is assuming the worst, with some even saying there will be a recession. Money reacts to fear and volatility, with funds in la...

COVID-19 Calculations; Trade Policy Shorts

COVID-19 Calculations Equities have now plunged two days in a row over the coronavirus, but commodities fought back today rather than overreact. The COVID-19 virus is said to have put Italy close to recession, though German businesses are said to still be positive. That is the problem with curr...

feed-grains

Change in Major Philippine Crops

Philippine President Rodrigo Duterte is a controversial leader and some critics complain that he has hurt the country’s agriculture by allowing increased imports at the same time food prices are rising. The most notable and dramatic increase has been in rice imports. The population annual...

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