World Perspectives

Recent Black Sea Analysis

FOB Prices and Freight Rate App (Updated 17 January)

Update for 17 January 2020: All other routes/offers updated through the day's close.    Freight Comments for 16 January 2020: Jay O’Neil, O’Neil Commodity Consulting Panamax Dry-Bulk markets got a little bonce this week as paper traders believe they saw a buying opportun...

Interactive Ocean Freight Rates (Updated 17 January)

Data Updated Through: 17 January 2020   Ocean Freight Insights and Comments - 16 January 2020 By Jay O'Neil Commodity Consulting Panamax Dry-Bulk markets got a little bonce this week as paper traders believe they saw a buying opportunity. Capesize markets, however, are still struggling,...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 6-10 January 2020 Milling and feed wheat prices on the domestic Russian market changed insignificantly. Meanwhile, milling rye prices skyrocketed and feed corn prices showed moderate growth. On the export market we witnessed an upward trend, mainly after the Egypt tender...

wheat soy-oilseeds feed-grains

PM Post - Export Chatter Leads CBOT Higher

THE OPEN March beans: 3 higher March meal: 2.90 higher March soyoil: 34 lower March corn: 1/2 higher March wheat: 7 1/2 higher The markets opened as expected with wheat making new highs at the start of the day on news that the Russian Ag Ministry proposed a plan to implement a first half 2020...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional News Weather conditions in Bulgaria turned negative for winter crops last week. After a warmer-than-normal December and first week of January, last week saw significantly colder temperatures amid low soil moisture availability. The combination of dry and cold conditions has kept winter...

feed-grains

WASDE Corn

USDA’s outlook is for use rising more than supply and 2019/20 U.S. corn stocks being reduced 18 million bushels. Exports are reduced 75 million bushels to 1.775 billion, reflecting the slow pace of shipments through December, and the lowest level of outstanding sales as of early January s...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian businesses were mainly closed during their holiday period (31 December – 7 January) limiting activity on the Russian markets. Our in-depth analysis of those markets will resume next week.  Russia: Grain and Oil Crops Export Update According to Rosselkhoznadzor, from the begin...

soy-oilseeds feed-grains wheat

Southeast Europe Regional Analysis

Regional News Western Europe faced wet conditions for much of the fall/early winter, but that trend may be changing. The 15-day precipitation anomaly shows a drying trend for Spain, France, Italy, and the UK. Parts of eastern Europe received above-average precipitation during the past two weeks...

feed-grains soy-oilseeds wheat

The Decade’s Biggest Commodity Stories

With the 2010 decade drawing to a close, there is value in looking back at what major developments occurred. The value is derived both from a reminiscent, “remember when?” standpoint and from teachable, real-life examples of the interplay between supply and demand. After all, &ldquo...

China: How Much Meat?; Farmer Brainwashing

China: How Much Meat? The China-based agriculture consultancy JCI issued a report critiquing western media reports on the meat situation in the Middle Kingdom. It argues that China’s pork production will rebound much more quickly than westerners think, and that continued rapid growth in &...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Due to the Christmas and New Year holidays, the next weekly Black Sea Regional Analysis will be 8 January 2020. Russian Grain Markets: 9-13 December 2019 Domestic prices on the Russian market changed insignificantly. As for export prices, the average milling wheat price grew to $214/MT FOB Blac...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional News The weather across Europe remains broadly favorable for winter crop development this next week, except for continued heavy rains across Western France and Spain. The 8-14-day forecast returns to more normal rainfall and temperatures, however. The weather remains similarly favorabl...

FOB Prices and Freight Rate App (Updated 17 January)

Update for 17 January 2020: All other routes/offers updated through the day's close.    Freight Comments for 16 January 2020: Jay O’Neil, O’Neil Commodity Consulting Panamax Dry-Bulk markets got a little bonce this week as paper traders believe they saw a buying opportun...

Interactive Ocean Freight Rates (Updated 17 January)

Data Updated Through: 17 January 2020   Ocean Freight Insights and Comments - 16 January 2020 By Jay O'Neil Commodity Consulting Panamax Dry-Bulk markets got a little bonce this week as paper traders believe they saw a buying opportunity. Capesize markets, however, are still struggling,...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 6-10 January 2020 Milling and feed wheat prices on the domestic Russian market changed insignificantly. Meanwhile, milling rye prices skyrocketed and feed corn prices showed moderate growth. On the export market we witnessed an upward trend, mainly after the Egypt tender...

wheat soy-oilseeds feed-grains

PM Post - Export Chatter Leads CBOT Higher

THE OPEN March beans: 3 higher March meal: 2.90 higher March soyoil: 34 lower March corn: 1/2 higher March wheat: 7 1/2 higher The markets opened as expected with wheat making new highs at the start of the day on news that the Russian Ag Ministry proposed a plan to implement a first half 2020...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional News Weather conditions in Bulgaria turned negative for winter crops last week. After a warmer-than-normal December and first week of January, last week saw significantly colder temperatures amid low soil moisture availability. The combination of dry and cold conditions has kept winter...

feed-grains

WASDE Corn

USDA’s outlook is for use rising more than supply and 2019/20 U.S. corn stocks being reduced 18 million bushels. Exports are reduced 75 million bushels to 1.775 billion, reflecting the slow pace of shipments through December, and the lowest level of outstanding sales as of early January s...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian businesses were mainly closed during their holiday period (31 December – 7 January) limiting activity on the Russian markets. Our in-depth analysis of those markets will resume next week.  Russia: Grain and Oil Crops Export Update According to Rosselkhoznadzor, from the begin...

soy-oilseeds feed-grains wheat

Southeast Europe Regional Analysis

Regional News Western Europe faced wet conditions for much of the fall/early winter, but that trend may be changing. The 15-day precipitation anomaly shows a drying trend for Spain, France, Italy, and the UK. Parts of eastern Europe received above-average precipitation during the past two weeks...

feed-grains soy-oilseeds wheat

The Decade’s Biggest Commodity Stories

With the 2010 decade drawing to a close, there is value in looking back at what major developments occurred. The value is derived both from a reminiscent, “remember when?” standpoint and from teachable, real-life examples of the interplay between supply and demand. After all, &ldquo...

China: How Much Meat?; Farmer Brainwashing

China: How Much Meat? The China-based agriculture consultancy JCI issued a report critiquing western media reports on the meat situation in the Middle Kingdom. It argues that China’s pork production will rebound much more quickly than westerners think, and that continued rapid growth in &...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Due to the Christmas and New Year holidays, the next weekly Black Sea Regional Analysis will be 8 January 2020. Russian Grain Markets: 9-13 December 2019 Domestic prices on the Russian market changed insignificantly. As for export prices, the average milling wheat price grew to $214/MT FOB Blac...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional News The weather across Europe remains broadly favorable for winter crop development this next week, except for continued heavy rains across Western France and Spain. The 8-14-day forecast returns to more normal rainfall and temperatures, however. The weather remains similarly favorabl...

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