World Perspectives

Recent China Analysis

feed-grains soy-oilseeds wheat

China In-Country Analysis

Note to Readers Coronavirus Hits Home Despite our best efforts to practice social distancing and good hygiene, including the wearing of masks in public, our staff was impacted by COVID-19 in February. One of our writer/editor’s and family members were hit pretty severely with the disease,...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Falls Under Fund Liquidation, KCBT Deliveries

The CBOT started higher overnight with Argentine dryness supporting trade. The day session saw prices try to continue the rally, only to run into heavy fund liquidation and short selling pressure. Large deliveries against KC wheat futures pressured the wheat market and pulled corn lower as well...

Betraying Self-Designation; Tricky TRIPS; Circular Firing Squad

Betraying Self-Designation China’s Communist Party is celebrating what it called a “complete victory” over extreme poverty in the country. President Xi Jinping credited the socialist system for “guarantees against risks, challenges and difficulties.” The People&rsq...

Dekulakization

There is a quasi-religion that believes Big Ag is bad and small farms are better, but economics is a system and economies of scale exists as a principle regardless of human desires to the contrary. Historian Merle Fainsod noted that during WWI, large estates in Russia produced enough grain for...

feed-grains soy-oilseeds wheat

Market Commentary: ASF Tanks Dalian Soymeal, CBOT Soybeans; Wheat Retreats on Larger Global Crop Forecast

Friday’s CBOT trade was driven by a combination of end-of-month profit taking, volatile macro-markets, slow export demand, and news of new African Swine Fever (ASF) outbreaks in China. The latter item sparked a 5 percent decline in Dalian soymeal futures, the market’s steepest decli...

feed-grains livestock biofuel

Ag Review - February 2021

WPI's monthly publication features a review of the past month's market and policy analysis articles. This issue looks at policy possibilities in the year ahead, the impact of government spending, world grain stocks, pork demand, climate change, international market analysis and much more. &nbsp...

feed-grains soy-oilseeds wheat

Market Commentary: Soyoil, Wheat Lead CBOT Rally; Hogs Hit Limit-Gains on Bullish Stocks Data

Funds continue to add length to positions in CBOT markets, most notably in soyoil and wheat today. Spot soyoil futures hit an eight-year high on Wednesday while fund buying lifted wheat futures above key resistance levels. Kansas City wheat settled at new contract highs while Chicago wheat is e...

China In-Country Analysis: Delayed

WPI’s weekly China In-Country analysis report will be delayed until tomorrow. Thanks for your patience and understanding. If you have any questions or comments, please feel free to contact us. ...

feed-grains soy-oilseeds wheat

Market Commentary: Global Oilseed Complex Rallies Sharply; Cattle Fall on Cash Uncertainty

A confluence of factors helped soybean futures post a technical upside breakout overnight with strength continuing into the day session. Macro-traders are increasingly concerned about inflation, but raw commodity prices are typically beneficiaries of inflationary pressures and that thinking led...

feed-grains soy-oilseeds livestock

China: Corn, Soy, Meat Outlook

China has a four-step plan for improving its corn production:  GMO seeds  Improved soil quality Increasing the scale of farm operations, and Subsidies The high price of corn is reasonable – No. 1 document There is a fifth element as one official termed the current hi...

No. 1; Cost of Caring; Un-noble Gases

No. 1 Nothing says important better than calling something “The No. 1 document,” but China’s plan for agricultural success remains undermined by the realities literally on the ground. In an ideal world, China would produce all the food that it wants plus some, but its arable l...

Fake Cotton

Cotton prices have rallied 35 percent since September as it tries to keep pace with corn and soybeans in the battle for acres this spring. Unlike dryland wheat, land that can grow cotton can also profitably produce corn and soybeans. Cotton requires 200 percent more chemical usage to produce th...

feed-grains soy-oilseeds wheat

China In-Country Analysis

Note to Readers Coronavirus Hits Home Despite our best efforts to practice social distancing and good hygiene, including the wearing of masks in public, our staff was impacted by COVID-19 in February. One of our writer/editor’s and family members were hit pretty severely with the disease,...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Falls Under Fund Liquidation, KCBT Deliveries

The CBOT started higher overnight with Argentine dryness supporting trade. The day session saw prices try to continue the rally, only to run into heavy fund liquidation and short selling pressure. Large deliveries against KC wheat futures pressured the wheat market and pulled corn lower as well...

Betraying Self-Designation; Tricky TRIPS; Circular Firing Squad

Betraying Self-Designation China’s Communist Party is celebrating what it called a “complete victory” over extreme poverty in the country. President Xi Jinping credited the socialist system for “guarantees against risks, challenges and difficulties.” The People&rsq...

Dekulakization

There is a quasi-religion that believes Big Ag is bad and small farms are better, but economics is a system and economies of scale exists as a principle regardless of human desires to the contrary. Historian Merle Fainsod noted that during WWI, large estates in Russia produced enough grain for...

feed-grains soy-oilseeds wheat

Market Commentary: ASF Tanks Dalian Soymeal, CBOT Soybeans; Wheat Retreats on Larger Global Crop Forecast

Friday’s CBOT trade was driven by a combination of end-of-month profit taking, volatile macro-markets, slow export demand, and news of new African Swine Fever (ASF) outbreaks in China. The latter item sparked a 5 percent decline in Dalian soymeal futures, the market’s steepest decli...

feed-grains livestock biofuel

Ag Review - February 2021

WPI's monthly publication features a review of the past month's market and policy analysis articles. This issue looks at policy possibilities in the year ahead, the impact of government spending, world grain stocks, pork demand, climate change, international market analysis and much more. &nbsp...

feed-grains soy-oilseeds wheat

Market Commentary: Soyoil, Wheat Lead CBOT Rally; Hogs Hit Limit-Gains on Bullish Stocks Data

Funds continue to add length to positions in CBOT markets, most notably in soyoil and wheat today. Spot soyoil futures hit an eight-year high on Wednesday while fund buying lifted wheat futures above key resistance levels. Kansas City wheat settled at new contract highs while Chicago wheat is e...

China In-Country Analysis: Delayed

WPI’s weekly China In-Country analysis report will be delayed until tomorrow. Thanks for your patience and understanding. If you have any questions or comments, please feel free to contact us. ...

feed-grains soy-oilseeds wheat

Market Commentary: Global Oilseed Complex Rallies Sharply; Cattle Fall on Cash Uncertainty

A confluence of factors helped soybean futures post a technical upside breakout overnight with strength continuing into the day session. Macro-traders are increasingly concerned about inflation, but raw commodity prices are typically beneficiaries of inflationary pressures and that thinking led...

feed-grains soy-oilseeds livestock

China: Corn, Soy, Meat Outlook

China has a four-step plan for improving its corn production:  GMO seeds  Improved soil quality Increasing the scale of farm operations, and Subsidies The high price of corn is reasonable – No. 1 document There is a fifth element as one official termed the current hi...

No. 1; Cost of Caring; Un-noble Gases

No. 1 Nothing says important better than calling something “The No. 1 document,” but China’s plan for agricultural success remains undermined by the realities literally on the ground. In an ideal world, China would produce all the food that it wants plus some, but its arable l...

Fake Cotton

Cotton prices have rallied 35 percent since September as it tries to keep pace with corn and soybeans in the battle for acres this spring. Unlike dryland wheat, land that can grow cotton can also profitably produce corn and soybeans. Cotton requires 200 percent more chemical usage to produce th...

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