World Perspectives

Recent Asia Analysis

FOB Prices and Freight Rate App (Updated 30 Nov.)

Ocean Freight Comments - 17 November 2022 By Jay O'Neil Commodity Consulting It is still an up and down Dry Bulk market situation with no defined direction. This market is mostly steaming in circles hoping to find support. Capesize markets have uncovered some improved demand in iron ore cargo,...

Interactive Ocean Freight Rates (Updated 30 Nov.)

Ocean Freight Comments - 17 November 2022 By Jay O'Neil Commodity Consulting It is still an up and down Dry Bulk market situation with no defined direction. This market is mostly steaming in circles hoping to find support. Capesize markets have uncovered some improved demand in iron ore cargo,...

Japan Approves New Safeguard Triggers on U.S. Beef

Last week the Upper House of Japan’s Diet approved a new beef safeguard protocol which amends the U.S.-Japan Trade Agreement (USJTA). That is the final step of approval needed for the agreement and the two countries are finalizing the implementation procedures. The protocol was negotiated...

wheat softs

Wheat Concerns in Asia

Asia has been adopting wheat as a food staple over many decades but the war In Ukraine has some worried about its supply reliability. Over the past dozen years, rice consumption has averaged a 0.86 percent annual increase while wheat consumption has been growing at twice that rate. Because clim...

Free Trade Dreaming

The U.S. Congress often accomplishes more during lame duck sessions, the period after an election and before new members are sworn in, because those retiring from office converge with moderates to accomplish fundamental needs. Senator Rob Portman (R-Ohio) is retiring, and he has such a dream. H...

livestock

Alt-Meat Conundrum

Meat substitutes appear to be having trouble in the U.S. but perhaps not in Asia. Recent headlines related to the U.S. market imply a distribution chain that is a mile wide but just an inch deep. Here are some recent headlines: JBS pulled plug on plant-based meat division Planterra Foods Burnt...

softs

No Rice Shortage

Food scarcity has been a frequent headline this year but with food inflation now dropping along with commodity prices, rice is an example of the scare that wasn’t. The monsoon was late starting in India, leading concerns that the world’s largest rice exporter would be driving up pri...

feed-grains soy-oilseeds wheat

History Repeating is Okay

According to the news, multilateralism and globalization are in crisis. No less than U.S. Federal Reserve Chair Jerome Powell recently said, “it’s not hard to imagine a world where we break into these blocs again.” Former Treasury Secretary Lawrence Summers said there’s...

feed-grains soy-oilseeds

Feed Demand from Stopping IUR

The WTO has been searching for limits in fisheries subsidies since at least 2001. There was agreement earlier this month to curb subsidies, though overfishing is expected to continue. Now the Biden Administration says it will continue to push for rules and enforcement against illegal and underr...

soy-oilseeds

Russia Threatens Vegetable Oil

Oil palms require fertilizer every three months to maintain productivity but Russia’s war in Ukraine has threatened world supplies and driven up prices. This is particularly hurting Indonesia, the world’s largest supplier of palm oil. The imposition of export restrictions by Jakarta...

softs

It’s More Than Food

In Japan, rice has been called the essence of culture; it has meant more than just food, though food security is the basis for policy interventions to protect it. Despite the nostalgia and market controls, rice on paddy fields is declining, giving way to more profitable wheat and soybeans that...

livestock

Flailing on Inflation; Japan’s Beef Craving; Incongruous Messaging

Flailing on Inflation Many months after inflation began eating into pocketbooks, the Biden Administration is on a full court press to try and address the problem. When it comes to food inflation, there is little that can be done. It simply costs more to grow, process, and ship product. When it...

FOB Prices and Freight Rate App (Updated 30 Nov.)

Ocean Freight Comments - 17 November 2022 By Jay O'Neil Commodity Consulting It is still an up and down Dry Bulk market situation with no defined direction. This market is mostly steaming in circles hoping to find support. Capesize markets have uncovered some improved demand in iron ore cargo,...

Interactive Ocean Freight Rates (Updated 30 Nov.)

Ocean Freight Comments - 17 November 2022 By Jay O'Neil Commodity Consulting It is still an up and down Dry Bulk market situation with no defined direction. This market is mostly steaming in circles hoping to find support. Capesize markets have uncovered some improved demand in iron ore cargo,...

Japan Approves New Safeguard Triggers on U.S. Beef

Last week the Upper House of Japan’s Diet approved a new beef safeguard protocol which amends the U.S.-Japan Trade Agreement (USJTA). That is the final step of approval needed for the agreement and the two countries are finalizing the implementation procedures. The protocol was negotiated...

wheat softs

Wheat Concerns in Asia

Asia has been adopting wheat as a food staple over many decades but the war In Ukraine has some worried about its supply reliability. Over the past dozen years, rice consumption has averaged a 0.86 percent annual increase while wheat consumption has been growing at twice that rate. Because clim...

Free Trade Dreaming

The U.S. Congress often accomplishes more during lame duck sessions, the period after an election and before new members are sworn in, because those retiring from office converge with moderates to accomplish fundamental needs. Senator Rob Portman (R-Ohio) is retiring, and he has such a dream. H...

livestock

Alt-Meat Conundrum

Meat substitutes appear to be having trouble in the U.S. but perhaps not in Asia. Recent headlines related to the U.S. market imply a distribution chain that is a mile wide but just an inch deep. Here are some recent headlines: JBS pulled plug on plant-based meat division Planterra Foods Burnt...

softs

No Rice Shortage

Food scarcity has been a frequent headline this year but with food inflation now dropping along with commodity prices, rice is an example of the scare that wasn’t. The monsoon was late starting in India, leading concerns that the world’s largest rice exporter would be driving up pri...

feed-grains soy-oilseeds wheat

History Repeating is Okay

According to the news, multilateralism and globalization are in crisis. No less than U.S. Federal Reserve Chair Jerome Powell recently said, “it’s not hard to imagine a world where we break into these blocs again.” Former Treasury Secretary Lawrence Summers said there’s...

feed-grains soy-oilseeds

Feed Demand from Stopping IUR

The WTO has been searching for limits in fisheries subsidies since at least 2001. There was agreement earlier this month to curb subsidies, though overfishing is expected to continue. Now the Biden Administration says it will continue to push for rules and enforcement against illegal and underr...

soy-oilseeds

Russia Threatens Vegetable Oil

Oil palms require fertilizer every three months to maintain productivity but Russia’s war in Ukraine has threatened world supplies and driven up prices. This is particularly hurting Indonesia, the world’s largest supplier of palm oil. The imposition of export restrictions by Jakarta...

softs

It’s More Than Food

In Japan, rice has been called the essence of culture; it has meant more than just food, though food security is the basis for policy interventions to protect it. Despite the nostalgia and market controls, rice on paddy fields is declining, giving way to more profitable wheat and soybeans that...

livestock

Flailing on Inflation; Japan’s Beef Craving; Incongruous Messaging

Flailing on Inflation Many months after inflation began eating into pocketbooks, the Biden Administration is on a full court press to try and address the problem. When it comes to food inflation, there is little that can be done. It simply costs more to grow, process, and ship product. When it...

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