World Perspectives

Recent Asia Analysis

FOB Prices and Freight Rate App (Updated 20 October)

Ocean Freight Comments for 15 October 2020: By Jay O'Neil Commodity Consulting China’s Golden Week Holiday is over and Dry-Bulk vessel demand did not rebound as expected. Paper traders were active but had to take profits after being unable to move markets upward. A lack of support from...

Interactive Ocean Freight Rates (Updated 20 October)

Ocean Freight Comments - 15 October 2020 By Jay O'Neil Commodity Consulting China’s Golden Week Holiday is over and Dry-Bulk vessel demand did not rebound as expected. Paper traders were active but had to take profits after being unable to move markets upward. A lack of support from phys...

Denuded Logic; Tax Consequences

Denuded Logic A key argument by some Europeans in both opposing palm oil imports, voting against a trade agreement with Brazil, and seeking self-sufficiency in plant proteins is deforestation. Politicians are reminded that Brazil’s rainforests are the earth’s “lungs” and...

Biden Implications to Phase One; Inequitable Compensation; Apples and Oranges

Biden Implications to Phase One At this juncture, China needs soybeans, corn and other products, and the U.S. is currently the lowest cost supplier of some agricultural commodities. However, one question is how faithful will China be to Phase One purchasing obligations when other suppliers beco...

Worse than Agriculture

The agriculture sector is under strong criticism for its harm to the environment. Multilateral disciplines on agricultural subsidies are considered too weak, but at least they exist. The damage caused by subsidized fishing is less obvious to the layman because it lies under the sea. One study c...

wheat feed-grains

Wheat-Rice Substitution

In the classic position of a wheat exporting nation, consumers that have traditionally consumed rice as a food grain ultimately become wheat consumers. This is true, but it can also be said that traditional wheat consumers eat more rice when given access to it.  Southeast Asian countries l...

Experience versus Korea; Breaking the GMO Boundary

Experience versus Korea The runoff to be the next leader of the WTO is between Nigeria’s Ngozi Okonjo-Iweala and South Korea’s Yoo Myung-hee. Because of her successful career in a sister international institution, the World Bank, Ms. Okonjo-Iweala likely has stronger operational ski...

livestock

Pick Your Poison

Given China’s pork shortage and its concurrent sensitivity to imports, some have speculated that pork has been entering the country, or is poised to, via unofficial pathways. Many countries are talking about shortening supply chains and increasing self-sufficiency. Taiwan went the opposit...

soy-oilseeds

Oilseed Highlights: Palm Oil Ban; Soy Export Sales; Argentine Export Taxes; Soybean Stocks

U.S. Bans Imports of Crude Palm Oil from Malaysian Company FGV Holdings The U.S. Government yesterday banned imports of crude palm oil from the Malaysian Firm FGV Holdings. The ban came after a year-long investigation by the U.S. Customs and Border Protection (CBP) agency that revealed signs of...

Forex Contradictions; Good Consortiums; Lions and Tigers and Bears, Oh My!

Forex Contradictions President Donald Trump may not understand the complexities of currency valuations, but he knows their importance. His concurrent chastising of foreign governments for manipulating those values while making threats against the dollars’ worth not-withstanding. China has...

The Daily Onion

Starches and protein are the largest caloric components of the western diet and WPI analyzes them all day long. Notably, the onion is one of the most important components in the Indian diet. Periodically, there is the risk of civil unrest due to production shortfalls of the vegetable. Consequen...

Previous Status Quo; Helping or Hurting; Regulatory Cycle

Previous Status Quo EU Director General for Trade Sabine Weyland says bilateral relations with the U.S. need to be improved, but not through more liberalized trade. She called for settling the current bilateral disputes like Airbus/Boeing, plus working together on WTO reforms and China. That ma...

FOB Prices and Freight Rate App (Updated 20 October)

Ocean Freight Comments for 15 October 2020: By Jay O'Neil Commodity Consulting China’s Golden Week Holiday is over and Dry-Bulk vessel demand did not rebound as expected. Paper traders were active but had to take profits after being unable to move markets upward. A lack of support from...

Interactive Ocean Freight Rates (Updated 20 October)

Ocean Freight Comments - 15 October 2020 By Jay O'Neil Commodity Consulting China’s Golden Week Holiday is over and Dry-Bulk vessel demand did not rebound as expected. Paper traders were active but had to take profits after being unable to move markets upward. A lack of support from phys...

Denuded Logic; Tax Consequences

Denuded Logic A key argument by some Europeans in both opposing palm oil imports, voting against a trade agreement with Brazil, and seeking self-sufficiency in plant proteins is deforestation. Politicians are reminded that Brazil’s rainforests are the earth’s “lungs” and...

Biden Implications to Phase One; Inequitable Compensation; Apples and Oranges

Biden Implications to Phase One At this juncture, China needs soybeans, corn and other products, and the U.S. is currently the lowest cost supplier of some agricultural commodities. However, one question is how faithful will China be to Phase One purchasing obligations when other suppliers beco...

Worse than Agriculture

The agriculture sector is under strong criticism for its harm to the environment. Multilateral disciplines on agricultural subsidies are considered too weak, but at least they exist. The damage caused by subsidized fishing is less obvious to the layman because it lies under the sea. One study c...

wheat feed-grains

Wheat-Rice Substitution

In the classic position of a wheat exporting nation, consumers that have traditionally consumed rice as a food grain ultimately become wheat consumers. This is true, but it can also be said that traditional wheat consumers eat more rice when given access to it.  Southeast Asian countries l...

Experience versus Korea; Breaking the GMO Boundary

Experience versus Korea The runoff to be the next leader of the WTO is between Nigeria’s Ngozi Okonjo-Iweala and South Korea’s Yoo Myung-hee. Because of her successful career in a sister international institution, the World Bank, Ms. Okonjo-Iweala likely has stronger operational ski...

livestock

Pick Your Poison

Given China’s pork shortage and its concurrent sensitivity to imports, some have speculated that pork has been entering the country, or is poised to, via unofficial pathways. Many countries are talking about shortening supply chains and increasing self-sufficiency. Taiwan went the opposit...

soy-oilseeds

Oilseed Highlights: Palm Oil Ban; Soy Export Sales; Argentine Export Taxes; Soybean Stocks

U.S. Bans Imports of Crude Palm Oil from Malaysian Company FGV Holdings The U.S. Government yesterday banned imports of crude palm oil from the Malaysian Firm FGV Holdings. The ban came after a year-long investigation by the U.S. Customs and Border Protection (CBP) agency that revealed signs of...

Forex Contradictions; Good Consortiums; Lions and Tigers and Bears, Oh My!

Forex Contradictions President Donald Trump may not understand the complexities of currency valuations, but he knows their importance. His concurrent chastising of foreign governments for manipulating those values while making threats against the dollars’ worth not-withstanding. China has...

The Daily Onion

Starches and protein are the largest caloric components of the western diet and WPI analyzes them all day long. Notably, the onion is one of the most important components in the Indian diet. Periodically, there is the risk of civil unrest due to production shortfalls of the vegetable. Consequen...

Previous Status Quo; Helping or Hurting; Regulatory Cycle

Previous Status Quo EU Director General for Trade Sabine Weyland says bilateral relations with the U.S. need to be improved, but not through more liberalized trade. She called for settling the current bilateral disputes like Airbus/Boeing, plus working together on WTO reforms and China. That ma...

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