World Perspectives

Recent Australia Analysis

Double Exposure; New Old Era

Double Exposure In a concept paper yesterday at the WTO, the U.S. outlined its lessons from the pandemic in terms of a more resilient planet. Notably missing from the report was any mention of the TRIPS agreement hindering vaccinations against disease. The reason for its absence is the mounting...

Ag Negotiator; Curious Quad

Ag Negotiator President Joe Biden announced his intent to nominate Elaine Trevino to be the U.S. Chief Agricultural Trade Negotiator. Trevino is President of the Almond Board Alliance of California. Her prior experience includes serving as Deputy Secretary and Assistant Secretary at the Califor...

Future Industry Impacts; Minimum Wage and Farm Labor

Future Industry Impacts The push toward shorter supply chains and plant-based food products will have perverse impacts on the food marketing industry. For example, eating local runs directly counter to the use of geographic indicators, which seeks to protect and promote the sale of food in non-...

Value versus Value-added in Grapes

The EU is the largest maker of wine, followed by the U.S., whereas China may be the largest producer of table grapes but its production of wine in any quantity is a relative recent phenomenon. Meanwhile, the EU’s wine production has been dropping. India is the second largest producer of g...

feed-grains soy-oilseeds wheat

Consolidation’s Diminishing Returns

While countries like Brazil and Ukraine are trying to consolidate farmland in order to gain efficiencies, Australia has always had some of the largest farms in the world. However, consolidation reached a peak in 2010 and the consolidation curve has flattened or even slightly declined.  Lik...

wheat

WASDE Wheat

USDA’s outlook for the new 2021/22 U.S. wheat crop is for higher production. All wheat yield is 50.7 bushels per acre, up 0.7 bushels from last month. Feed and residual use is raised 10 million bushels to 180 million on the higher supplies as wheat is expected to be priced competitively w...

livestock

Update on Cyber Attack on Meat

This morning we posted an alert on the cyber-attack on JBS IT infrastructure in North America and Australia. The attack happened over the weekend and the company reported the incident to the White House and USDA. The U.S. government is operating under the assumption that this was similar to the...

livestock

Cyber Security: New Commodity Market Risk?

Just three weeks after the Colonial Pipeline that supplies about 45 percent of the gasoline to the U.S. East Coast was hit by cyber hackers, the largest meat packer in the world was hit by a cyber-attack over the weekend. Coincidence? Or have hackers gained an appreciation for the chaos that ca...

wheat soy-oilseeds feed-grains

AM Outlook - Soy Complex Gains on Grains

NOTE: Technical Perspectives from WPI will not be published on May 28, 2021. Good morning -  Prices traded higher overnight led by soyoil, which stabilized bean trade. Soybean bull spreads are working again, finding support after Monday's selloff. Morning trends feature beans gai...

livestock

Uncertain Values

British farmers are upset that their government may give access to the UK market to beef from Australia. They argue that they are not competitive against their Aussie peers. The relative competitiveness is difficult to understand based on public data. Based on dated numbers from the FAO, Brazil...

livestock

Reliability versus Value in Beef

Argentina’s restriction on beef exports to control domestic inflation and political upheaval could raise issues over reliability as a supplier. However, Russia has proven that wheat importing countries care more about value (quality and price) than they do about reliability of specific su...

wheat

WASDE Wheat

WHEAT:  The initial outlook for 2021/22 U.S. wheat is for smaller supplies, higher domestic use, lower exports, and reduced stocks.  Supplies are projected down 3 percent from 2020/21 on lower carry-in stocks offsetting higher production and imports.  All wheat production is proj...

Double Exposure; New Old Era

Double Exposure In a concept paper yesterday at the WTO, the U.S. outlined its lessons from the pandemic in terms of a more resilient planet. Notably missing from the report was any mention of the TRIPS agreement hindering vaccinations against disease. The reason for its absence is the mounting...

Ag Negotiator; Curious Quad

Ag Negotiator President Joe Biden announced his intent to nominate Elaine Trevino to be the U.S. Chief Agricultural Trade Negotiator. Trevino is President of the Almond Board Alliance of California. Her prior experience includes serving as Deputy Secretary and Assistant Secretary at the Califor...

Future Industry Impacts; Minimum Wage and Farm Labor

Future Industry Impacts The push toward shorter supply chains and plant-based food products will have perverse impacts on the food marketing industry. For example, eating local runs directly counter to the use of geographic indicators, which seeks to protect and promote the sale of food in non-...

Value versus Value-added in Grapes

The EU is the largest maker of wine, followed by the U.S., whereas China may be the largest producer of table grapes but its production of wine in any quantity is a relative recent phenomenon. Meanwhile, the EU’s wine production has been dropping. India is the second largest producer of g...

feed-grains soy-oilseeds wheat

Consolidation’s Diminishing Returns

While countries like Brazil and Ukraine are trying to consolidate farmland in order to gain efficiencies, Australia has always had some of the largest farms in the world. However, consolidation reached a peak in 2010 and the consolidation curve has flattened or even slightly declined.  Lik...

wheat

WASDE Wheat

USDA’s outlook for the new 2021/22 U.S. wheat crop is for higher production. All wheat yield is 50.7 bushels per acre, up 0.7 bushels from last month. Feed and residual use is raised 10 million bushels to 180 million on the higher supplies as wheat is expected to be priced competitively w...

livestock

Update on Cyber Attack on Meat

This morning we posted an alert on the cyber-attack on JBS IT infrastructure in North America and Australia. The attack happened over the weekend and the company reported the incident to the White House and USDA. The U.S. government is operating under the assumption that this was similar to the...

livestock

Cyber Security: New Commodity Market Risk?

Just three weeks after the Colonial Pipeline that supplies about 45 percent of the gasoline to the U.S. East Coast was hit by cyber hackers, the largest meat packer in the world was hit by a cyber-attack over the weekend. Coincidence? Or have hackers gained an appreciation for the chaos that ca...

wheat soy-oilseeds feed-grains

AM Outlook - Soy Complex Gains on Grains

NOTE: Technical Perspectives from WPI will not be published on May 28, 2021. Good morning -  Prices traded higher overnight led by soyoil, which stabilized bean trade. Soybean bull spreads are working again, finding support after Monday's selloff. Morning trends feature beans gai...

livestock

Uncertain Values

British farmers are upset that their government may give access to the UK market to beef from Australia. They argue that they are not competitive against their Aussie peers. The relative competitiveness is difficult to understand based on public data. Based on dated numbers from the FAO, Brazil...

livestock

Reliability versus Value in Beef

Argentina’s restriction on beef exports to control domestic inflation and political upheaval could raise issues over reliability as a supplier. However, Russia has proven that wheat importing countries care more about value (quality and price) than they do about reliability of specific su...

wheat

WASDE Wheat

WHEAT:  The initial outlook for 2021/22 U.S. wheat is for smaller supplies, higher domestic use, lower exports, and reduced stocks.  Supplies are projected down 3 percent from 2020/21 on lower carry-in stocks offsetting higher production and imports.  All wheat production is proj...

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