World Perspectives

Recent China Analysis

Jones Act Waiver; Cost of Local; USMCA Date

Jones Act Waiver Energy industry representatives met with President Trump today and agriculture sector representatives should have been there as well. Not to fight over oil versus ethanol but to unify behind petroleum’s request that the President waive the Jones Act. The 100-year old Jone...

feed-grains soy-oilseeds

Dalian Futures Weekly Analysis

In our continuing efforts to provide you with pertinent market analysis, WPI is considering expanding our analysis and coverage of the Chinese commodity futures markets. The following is a sample. Tell us what you think – email Matt at mherrington@grilink.com and let us know your thoughts...

livestock

Meat and Money

Beef and pork futures prices have been declining due to the likely sharp drop in economic growth. On a cost per calorie basis, beef can be five times as expensive as eggs, and pork can be three times as expensive as wheat bread. On a world-wide basis, beef consumption is more influenced by GDP...

livestock

Livestock Round Up: Spilled Milk Causing Tears on Dairy Income

Last week we noted that the U.S. Department of Labor (DOL) announced initial claims for unemployment benefits was 3,283,000, an increase of 3,001,000 from the previous week's revised level. That was a record, but a short lived one. Today, DOL reported that initial claims were 6.648 million, an...

feed-grains soy-oilseeds wheat

Market Commentary

Today was mildly volatile in the market with closing gains limited to soyoil and ethanol, purportedly due to their relationship to elevated petroleum prices. But that is a loose association in a market where overall demand has practically collapsed. Higher petroleum prices can be helpful in ord...

feed-grains soy-oilseeds livestock

China In-Country Analysis

Public Health  New Covid-19 Cases Emerge, China Reels from Global Crisis Two weeks ago, the majority of new novel coronavirus (Covid-19) cases in China were tied to expatriated citizens returning from abroad. This past week has seen the emergence of a new local cluster. This time in Jia Co...

feed-grains biofuel

COVID Domino Effect on Feed Rations and More

The COVID19 outbreak is like a pinball bouncing from sector to sector of the economy. In agriculture, for example, with shutdowns in place, transportation energy use is down, which has reduced ethanol demand, which in turn has reduced the production of DDGS, which in turn is creating a new puzz...

feed-grains soy-oilseeds wheat

Market Commentary

The CBOT mostly followed the crude oil market lower with corn breaking from recent support as funds were net sellers. Commercial pricing activity was active on the break as end users took advantage of low prices ahead of what could be a bullish report. Mostly, the trade was focused on position...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Corn Harvest progress was slow last week, advancing just 2.2 percent partly due to heavy rains that prevented combines from entering fields. The other reason for corn harvest slowing is that the soybean crop is starting to be ready for harvest, and farmers are switching their focus to the oilse...

feed-grains soy-oilseeds wheat

Ag Review - March 2020

WPI's monthly publication features a review of the past month's market and policy developments. This month we look at the impact of the coronavirus, the remaking of our food systems, technology in agriculture, insights from China and South America and more. We also remember WPI founder Carole B...

feed-grains soy-oilseeds wheat

Market Commentary

The market was called to open higher with traders adjusting positions ahead of next week’s Planting Intentions report. The CBOT opened mostly in-line with expectations but quickly turned mixed with profit taking in soymeal creating two-sided trade in soyoil. Spread trading was light and w...

Viral Opinion; Opposing Views

Viral Opinion A YouGov/Economist survey found that Democrats are much more likely than Republicans to be extremely concerned about the coronavirus. This started a twitter food fight over which party is dumber – the answer is they both are wrong. Affective polarization or negative feelings...

Jones Act Waiver; Cost of Local; USMCA Date

Jones Act Waiver Energy industry representatives met with President Trump today and agriculture sector representatives should have been there as well. Not to fight over oil versus ethanol but to unify behind petroleum’s request that the President waive the Jones Act. The 100-year old Jone...

feed-grains soy-oilseeds

Dalian Futures Weekly Analysis

In our continuing efforts to provide you with pertinent market analysis, WPI is considering expanding our analysis and coverage of the Chinese commodity futures markets. The following is a sample. Tell us what you think – email Matt at mherrington@grilink.com and let us know your thoughts...

livestock

Meat and Money

Beef and pork futures prices have been declining due to the likely sharp drop in economic growth. On a cost per calorie basis, beef can be five times as expensive as eggs, and pork can be three times as expensive as wheat bread. On a world-wide basis, beef consumption is more influenced by GDP...

livestock

Livestock Round Up: Spilled Milk Causing Tears on Dairy Income

Last week we noted that the U.S. Department of Labor (DOL) announced initial claims for unemployment benefits was 3,283,000, an increase of 3,001,000 from the previous week's revised level. That was a record, but a short lived one. Today, DOL reported that initial claims were 6.648 million, an...

feed-grains soy-oilseeds wheat

Market Commentary

Today was mildly volatile in the market with closing gains limited to soyoil and ethanol, purportedly due to their relationship to elevated petroleum prices. But that is a loose association in a market where overall demand has practically collapsed. Higher petroleum prices can be helpful in ord...

feed-grains soy-oilseeds livestock

China In-Country Analysis

Public Health  New Covid-19 Cases Emerge, China Reels from Global Crisis Two weeks ago, the majority of new novel coronavirus (Covid-19) cases in China were tied to expatriated citizens returning from abroad. This past week has seen the emergence of a new local cluster. This time in Jia Co...

feed-grains biofuel

COVID Domino Effect on Feed Rations and More

The COVID19 outbreak is like a pinball bouncing from sector to sector of the economy. In agriculture, for example, with shutdowns in place, transportation energy use is down, which has reduced ethanol demand, which in turn has reduced the production of DDGS, which in turn is creating a new puzz...

feed-grains soy-oilseeds wheat

Market Commentary

The CBOT mostly followed the crude oil market lower with corn breaking from recent support as funds were net sellers. Commercial pricing activity was active on the break as end users took advantage of low prices ahead of what could be a bullish report. Mostly, the trade was focused on position...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Corn Harvest progress was slow last week, advancing just 2.2 percent partly due to heavy rains that prevented combines from entering fields. The other reason for corn harvest slowing is that the soybean crop is starting to be ready for harvest, and farmers are switching their focus to the oilse...

feed-grains soy-oilseeds wheat

Ag Review - March 2020

WPI's monthly publication features a review of the past month's market and policy developments. This month we look at the impact of the coronavirus, the remaking of our food systems, technology in agriculture, insights from China and South America and more. We also remember WPI founder Carole B...

feed-grains soy-oilseeds wheat

Market Commentary

The market was called to open higher with traders adjusting positions ahead of next week’s Planting Intentions report. The CBOT opened mostly in-line with expectations but quickly turned mixed with profit taking in soymeal creating two-sided trade in soyoil. Spread trading was light and w...

Viral Opinion; Opposing Views

Viral Opinion A YouGov/Economist survey found that Democrats are much more likely than Republicans to be extremely concerned about the coronavirus. This started a twitter food fight over which party is dumber – the answer is they both are wrong. Affective polarization or negative feelings...

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