World Perspectives

Recent Asia Analysis

Against the Grain; Bipartisan Horses; China and EU Deals

Against the Grain Demographics are destiny, and with 60 percent of the world’s population and some of its fastest-growing economies, this is supposed to be the Asian Century. That is the theme of the book “The Future is Asian” by Singaporean geopolitical consultant Parag Khann...

soy-oilseeds biofuel

Oilseed Highlights: U.S. Soy Export Sales; EU Biodiesel, Palm Oil Futures; EU Rapeseed

U.S. Soy Export Sales Highlights Today’s USDA weekly export sales report indicated U.S. exporters were quite successful selling soybeans to China and elsewhere in the week ending 7 March. Meanwhile, soymeal and soyoil export sales were relatively modest. Net soybean export sales for shipm...

wheat feed-grains soy-oilseeds

Black Sea Regional Analysis

Russian Grain Markets: 4-7 March 2019 Grain prices on the domestic market mainly decreased under pressure from negative trends on the export market. The average milling wheat export price dropped $2/MT to $228/MT FOB Black Sea, but purchase prices grew to $201-203/MT CPT-Black Sea port. Meanwhi...

Anti-Reform’s Fishy Excuses; Commodity Glut; Government over People

Anti-Reform’s Fishy Excuses USTR Robert Lighthizer told the Senate Finance Committee that the WTO rules are out of date and need reform. This is evidenced by reports that U.S. complaints about the self-designation of developing country status are causing collateral damage to negotiations...

soy-oilseeds

WASDE Soymeal

According to USDA:  Soybean crush is raised 10 million bushels to 2,100 million on higher domestic disappearance of soybean meal and a lower soybean meal extraction rate reflecting data reported by NASS in the Oilseed Crushings report.  Soybean meal price is unchanged at $295 to $335...

Leveraging Tariffs; China Rationale; Nobody Listens; Leadership Loss

Leveraging Tariffs President Trump announced the expected by saying India and Turkey will lose beneficiary status under the Generalized System of Preferences (GSP). The U.S. grants preferential tariff access under GSP to more than 100 countries. Removing Turkey’s eligibility is consistent...

soy-oilseeds

Soybean Sector Needs New Driver of Global Demand Growth

The main driver of both soybean import demand and soymeal consumption since 2000/01 has been China. Because of the recent trade dispute with the U.S. and other factors, however, that country is unlikely to be such a dominant factor in the global soy sector. As a result, other key markets must b...

Trade War to Worsen; USMCA Optimism; U.S.-EU Pessimism

Trade War to Worsen Uncertainty around trade has been a burden to the U.S. economy, especially to farmers, and yet more trouble appears to be coming. Following are the five reasons why Donald Trump is likely to raise punitive tariffs on Chinese goods to 25 percent: Politics: This president has...

feed-grains soy-oilseeds wheat

Market Commentary

Grain and soy futures were mixed overnight with wheat trying to rally (again), soybeans a bit weaker and corn stuck in between. Trading volume was not impressive. Price weakness became more pervasive during the day session in light volume. At the close, only soyoil and MGEX wheat futures were h...

feed-grains soy-oilseeds wheat

Ag Review - February 2019

WPI's monthly publication features analyses of U.S. agribusinesses, the U.S. farm equipment industry, the U.S. meat and livestock industry, the global outlook for farm inputs, and policy trends. It also provides a review of agribusiness stock prices along with expectations for future performanc...

Anti-Competition; Wrong Places; Tariff Impacts Quantified

Anti-Competition The U.S. dairy industry complains that the EU’s effort to codify geographic indicator (GI) protection for its various cheese products is an effort to dismantle competition and erect barriers to trade. In many respects, the merger of food and technology provides a similar...

soy-oilseeds

Oilseed Highlights: China’s Soy Purchases and Demand; North Korea and Food Aid; U.S. Soymeal Exports

Making Sense of China’s Soy Purchases and Demand Last Friday USDA Secretary Sonny Perdue said China’s vice premier had committed that country to buying an additional 10 MMT of U.S. soybeans as a gesture of goodwill during the U.S.-China trade negotiations. That brought the total Chi...

Against the Grain; Bipartisan Horses; China and EU Deals

Against the Grain Demographics are destiny, and with 60 percent of the world’s population and some of its fastest-growing economies, this is supposed to be the Asian Century. That is the theme of the book “The Future is Asian” by Singaporean geopolitical consultant Parag Khann...

soy-oilseeds biofuel

Oilseed Highlights: U.S. Soy Export Sales; EU Biodiesel, Palm Oil Futures; EU Rapeseed

U.S. Soy Export Sales Highlights Today’s USDA weekly export sales report indicated U.S. exporters were quite successful selling soybeans to China and elsewhere in the week ending 7 March. Meanwhile, soymeal and soyoil export sales were relatively modest. Net soybean export sales for shipm...

wheat feed-grains soy-oilseeds

Black Sea Regional Analysis

Russian Grain Markets: 4-7 March 2019 Grain prices on the domestic market mainly decreased under pressure from negative trends on the export market. The average milling wheat export price dropped $2/MT to $228/MT FOB Black Sea, but purchase prices grew to $201-203/MT CPT-Black Sea port. Meanwhi...

Anti-Reform’s Fishy Excuses; Commodity Glut; Government over People

Anti-Reform’s Fishy Excuses USTR Robert Lighthizer told the Senate Finance Committee that the WTO rules are out of date and need reform. This is evidenced by reports that U.S. complaints about the self-designation of developing country status are causing collateral damage to negotiations...

soy-oilseeds

WASDE Soymeal

According to USDA:  Soybean crush is raised 10 million bushels to 2,100 million on higher domestic disappearance of soybean meal and a lower soybean meal extraction rate reflecting data reported by NASS in the Oilseed Crushings report.  Soybean meal price is unchanged at $295 to $335...

Leveraging Tariffs; China Rationale; Nobody Listens; Leadership Loss

Leveraging Tariffs President Trump announced the expected by saying India and Turkey will lose beneficiary status under the Generalized System of Preferences (GSP). The U.S. grants preferential tariff access under GSP to more than 100 countries. Removing Turkey’s eligibility is consistent...

soy-oilseeds

Soybean Sector Needs New Driver of Global Demand Growth

The main driver of both soybean import demand and soymeal consumption since 2000/01 has been China. Because of the recent trade dispute with the U.S. and other factors, however, that country is unlikely to be such a dominant factor in the global soy sector. As a result, other key markets must b...

Trade War to Worsen; USMCA Optimism; U.S.-EU Pessimism

Trade War to Worsen Uncertainty around trade has been a burden to the U.S. economy, especially to farmers, and yet more trouble appears to be coming. Following are the five reasons why Donald Trump is likely to raise punitive tariffs on Chinese goods to 25 percent: Politics: This president has...

feed-grains soy-oilseeds wheat

Market Commentary

Grain and soy futures were mixed overnight with wheat trying to rally (again), soybeans a bit weaker and corn stuck in between. Trading volume was not impressive. Price weakness became more pervasive during the day session in light volume. At the close, only soyoil and MGEX wheat futures were h...

feed-grains soy-oilseeds wheat

Ag Review - February 2019

WPI's monthly publication features analyses of U.S. agribusinesses, the U.S. farm equipment industry, the U.S. meat and livestock industry, the global outlook for farm inputs, and policy trends. It also provides a review of agribusiness stock prices along with expectations for future performanc...

Anti-Competition; Wrong Places; Tariff Impacts Quantified

Anti-Competition The U.S. dairy industry complains that the EU’s effort to codify geographic indicator (GI) protection for its various cheese products is an effort to dismantle competition and erect barriers to trade. In many respects, the merger of food and technology provides a similar...

soy-oilseeds

Oilseed Highlights: China’s Soy Purchases and Demand; North Korea and Food Aid; U.S. Soymeal Exports

Making Sense of China’s Soy Purchases and Demand Last Friday USDA Secretary Sonny Perdue said China’s vice premier had committed that country to buying an additional 10 MMT of U.S. soybeans as a gesture of goodwill during the U.S.-China trade negotiations. That brought the total Chi...

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