World Perspectives

Recent China Analysis

soy-oilseeds feed-grains biofuel

Mercosur Regional Analysis

Soybeans Brazil Soybean markets were very slow everywhere last week with suppliers expecting the Chinese to return and actively purchase from South America to fill the gap until their new crop. However, the drop in Asian crush margins deterred them. The decline in Dalian futures combined with t...

feed-grains wheat soy-oilseeds

Things Aren’t So Great in Brazil Either

There are stories almost daily about how low prices are causing pain for farmers across the U.S. Meanwhile, the U.S.-China trade dispute is an issue in some Farm Belt states because it has driven soybean prices down. Corn and wheat also dropped in sympathy with soybeans. However, U.S farmers ha...

wheat feed-grains soy-oilseeds

Southeast Europe Regional Analysis

Milling Wheat Domestic prices in Russia were up $2-5/MT last week and are now $15-23/MT (1,000-5,000 rubles/MT) higher versus early August. Exports from there already total approximately 16 MMT since the start of the campaign and will reach 20 MMT by mid-November at the current pace. The govern...

feed-grains soy-oilseeds wheat

Market Commentary

Markets were lower overnight following yesterday’s declines, and they slipped a bit more after the weekly export sales report was released 15 minutes before that session closed. Corn and soybean exports sales were much lower than expected, but wheat sales were at the high end of the expec...

feed-grains soy-oilseeds wheat

The Global Productivity Gap

The Global Harvest Initiative is a non-profit organization founded in 2009 by DuPont, ADM, Monsanto and John Deere. Its purpose is to advance policies, research and agricultural practices that will increase world agricultural productivity through collaborative efforts by private organizations w...

soy-oilseeds

Oilseed Highlights: U.S. Soy Sector Needs U.S.-China Trade Deal; Larger U.S Soy Inspections; NOPA Crush Report

U.S. Soy Sector Needs U.S.-China Trade Deal Soon U.S. farmers are struggling through a largely miserable harvest season with frequent rains as well as snow halting progress. In some areas, they are seeing substantial damage to their crops, particularly soybeans. The worst damage has been where...

China Situation; Incremental Climate Help; Soda Tax Impact

China Situation British author Stewart Paterson’s new book China, Trade and Power details how China’s accession to the WTO came with unexpected negatives to the economies of developed nations. In other words, the pushback by Donald Trump should have been anticipated. Tokyo-based col...

soy-oilseeds feed-grains

China In-Country Analysis

Macro Trends Value of China’s Agricultural Imports in September Higher than a Year Ago China’s agricultural imports in September were valued at $11.8 billion, up $1.14 billion (+10.7 percent) versus the same month last year but down $900 million (-7.1 percent) from this past August...

Awkward Trade Talks; Chemical Takes; Happy Pills Needed

Awkward Trade Talks The Trump administration formally notified the U.S. Congress today of its intent to enter trade negotiations with Japan, the EU and the UK. The announcement is notable given the following viewpoints of the other governments: The Abe government in Tokyo is being dragged into...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

  Soybeans Argentina After several weeks of rising basis in Brazil, the market there started dropping gradually last week. Firmer CME and a drop in Dalian futures for meal halted demand from Chinese crushers. As a result, some exporters began to show their offers on both FOB and CNF market...

China Less Easy than Europe; Cultural Protectionism; Missing Data

China Less Easy Than Europe The Nikkei headline says, “Jack Ma slams Western economic models, says Europe over-regulated.” The retiring billionaire, founder of online Chinese marketing giant Alibaba, told his IM/World Bank audience, "In Europe a lot of people talk about regulations,...

livestock

New Chinese Feed Regs; October WASDE

New Chinese Feed Regs The U.S. is typically the big seller of soybeans in the 4Q as harvest comes in and Brazilian stocks thin, which is impacting the Chinese swine sector. As Gary Blumenthal wrote yesterday (click https://www.worldperspectives.com/articles/ratification-prospects-farm-country-s...

soy-oilseeds feed-grains biofuel

Mercosur Regional Analysis

Soybeans Brazil Soybean markets were very slow everywhere last week with suppliers expecting the Chinese to return and actively purchase from South America to fill the gap until their new crop. However, the drop in Asian crush margins deterred them. The decline in Dalian futures combined with t...

feed-grains wheat soy-oilseeds

Things Aren’t So Great in Brazil Either

There are stories almost daily about how low prices are causing pain for farmers across the U.S. Meanwhile, the U.S.-China trade dispute is an issue in some Farm Belt states because it has driven soybean prices down. Corn and wheat also dropped in sympathy with soybeans. However, U.S farmers ha...

wheat feed-grains soy-oilseeds

Southeast Europe Regional Analysis

Milling Wheat Domestic prices in Russia were up $2-5/MT last week and are now $15-23/MT (1,000-5,000 rubles/MT) higher versus early August. Exports from there already total approximately 16 MMT since the start of the campaign and will reach 20 MMT by mid-November at the current pace. The govern...

feed-grains soy-oilseeds wheat

Market Commentary

Markets were lower overnight following yesterday’s declines, and they slipped a bit more after the weekly export sales report was released 15 minutes before that session closed. Corn and soybean exports sales were much lower than expected, but wheat sales were at the high end of the expec...

feed-grains soy-oilseeds wheat

The Global Productivity Gap

The Global Harvest Initiative is a non-profit organization founded in 2009 by DuPont, ADM, Monsanto and John Deere. Its purpose is to advance policies, research and agricultural practices that will increase world agricultural productivity through collaborative efforts by private organizations w...

soy-oilseeds

Oilseed Highlights: U.S. Soy Sector Needs U.S.-China Trade Deal; Larger U.S Soy Inspections; NOPA Crush Report

U.S. Soy Sector Needs U.S.-China Trade Deal Soon U.S. farmers are struggling through a largely miserable harvest season with frequent rains as well as snow halting progress. In some areas, they are seeing substantial damage to their crops, particularly soybeans. The worst damage has been where...

China Situation; Incremental Climate Help; Soda Tax Impact

China Situation British author Stewart Paterson’s new book China, Trade and Power details how China’s accession to the WTO came with unexpected negatives to the economies of developed nations. In other words, the pushback by Donald Trump should have been anticipated. Tokyo-based col...

soy-oilseeds feed-grains

China In-Country Analysis

Macro Trends Value of China’s Agricultural Imports in September Higher than a Year Ago China’s agricultural imports in September were valued at $11.8 billion, up $1.14 billion (+10.7 percent) versus the same month last year but down $900 million (-7.1 percent) from this past August...

Awkward Trade Talks; Chemical Takes; Happy Pills Needed

Awkward Trade Talks The Trump administration formally notified the U.S. Congress today of its intent to enter trade negotiations with Japan, the EU and the UK. The announcement is notable given the following viewpoints of the other governments: The Abe government in Tokyo is being dragged into...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

  Soybeans Argentina After several weeks of rising basis in Brazil, the market there started dropping gradually last week. Firmer CME and a drop in Dalian futures for meal halted demand from Chinese crushers. As a result, some exporters began to show their offers on both FOB and CNF market...

China Less Easy than Europe; Cultural Protectionism; Missing Data

China Less Easy Than Europe The Nikkei headline says, “Jack Ma slams Western economic models, says Europe over-regulated.” The retiring billionaire, founder of online Chinese marketing giant Alibaba, told his IM/World Bank audience, "In Europe a lot of people talk about regulations,...

livestock

New Chinese Feed Regs; October WASDE

New Chinese Feed Regs The U.S. is typically the big seller of soybeans in the 4Q as harvest comes in and Brazilian stocks thin, which is impacting the Chinese swine sector. As Gary Blumenthal wrote yesterday (click https://www.worldperspectives.com/articles/ratification-prospects-farm-country-s...

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