World Perspectives

Recent China Analysis

SPS Minus Minus; Transatlantic Food Differences; Weighing Pressure on China

SPS Minus Minus U.S. agriculture groups responded to a U.S. request for comments on what should be the objectives in negotiating a transatlantic trade agreement, and their focus was on the usual suspect – sanitary and phytosanitary (SPS) barriers. Europe’s current technical barriers...

feed-grains soy-oilseeds wheat

Market Commentary

Corn was higher with soybeans up slightly and wheat mixed in the Thursday night session. Trading volume was fairly strong overnight. This morning USDA announced sales of another 300,000 MT of soybeans to China plus 130,000 MT to “unknown” and 125,000 MT of corn to Japan. There is st...

soy-oilseeds

Oilseed Highlights: China’s Soy Purchases; U.S. Soy Export Sales; Brazil Prepared

China Purchases U.S. Soybeans China has followed through on its commitment to President Trump with a purchase of U.S. soybeans. Yesterday USDA announced that private exporters reported selling 1.13 MMT to that country. USDA then today announced that another 300,000 MT were sold to Chinese buyer...

feed-grains soy-oilseeds wheat

Market Commentary

Overnight futures trade featured stronger wheat prices, lower soybean prices and corn near unchanged with only average volume. The soybean market seemed to exhibit “rumor fatigue.” When at last USDA/ FAS announced a sale of 1.13 MMT of soybeans to China under the daily reporting req...

Unveiling Good and Bad; Trump’s Effect?; The Shutdown Wolf

Unveiling Good and Bad Members of the European Parliament voted 427–172 to obligate the European Food Safety Authority (EFSA) to publish all relevant scientific study data ahead of its decisions. This contrasts with those in the U.S. who want to stop the Trump administration from making a...

soy-oilseeds

China and Soybeans

The Chinese are back! After days of rumors, USDA/ FAS confirmed China’s return to the U.S. soybean market by reporting its purchase of 1.13 MMT for 2018/19. We expect more such sales will be announced in the coming days. It is likely that the sale reported today is for January-March shipm...

livestock

Farm Bill Animal Disease Measures; McDonald’s and Beef; Meat Price Spreads

Farm Bill Animal Disease Measures The House of Representatives passed the final conference report on the 2018 Farm Bill yesterday (397-46), which followed the Senate’s passage on Tuesday (87-13). The primary provisions for livestock were the National Animal Disease Preparedness and Respon...

feed-grains soy-oilseeds wheat

Market Commentary

It is hard to keep track of the rumors flying around concerning Chinese plans to buy U.S. soybeans. Their most common thread has China buying 5-8 MMT, although there are several versions of this rumor. One has Sinograin and COFCO, a state-owned trading company, as the buyers since both would pr...

Tale of the Tail; USMCA Strategy; Up in Smoke; Delhi Dirt

Tale of Trade Restrictions’ Tail China came into the U.S. market today for soybeans, but American farmers now realize they need to diversify their markets. Perhaps they’ve learned something from past trade wars. Consider the following: Soviet Grain Embargo 1) Before the Soviet Union...

wheat feed-grains soy-oilseeds

Black Sea Regional Analysis

Russian Grain Markets: 3-7 December 2018 Active demand drove domestic grain prices higher except for corn, which had a slight decline in the South. The average milling wheat export price rose +$2/MT to $230/MT FOB Black Sea, but purchase prices at seaports were stable in RUB expression while sl...

soy-oilseeds feed-grains

China In-Country Analysis

Oilseeds Soymeal Inventory Contracts Again with Modest Decrease Fluctuating demand at the regional level due to the varying impacts of African swine fever (ASF), which has resulted in some regions not being able to ship out hogs due to quarantines and an upswing in live chicken prices in other...

feed-grains soy-oilseeds wheat

Market Commentary

It has been more than 10 days since the Trump-Xi meeting in Buenos Aires wherein, according to President Trump and others in attendance, China agreed to purchase a large quantity of U.S agricultural and energy products. Yet there is no apparent sign to date that actual business has occurred. Gr...

SPS Minus Minus; Transatlantic Food Differences; Weighing Pressure on China

SPS Minus Minus U.S. agriculture groups responded to a U.S. request for comments on what should be the objectives in negotiating a transatlantic trade agreement, and their focus was on the usual suspect – sanitary and phytosanitary (SPS) barriers. Europe’s current technical barriers...

feed-grains soy-oilseeds wheat

Market Commentary

Corn was higher with soybeans up slightly and wheat mixed in the Thursday night session. Trading volume was fairly strong overnight. This morning USDA announced sales of another 300,000 MT of soybeans to China plus 130,000 MT to “unknown” and 125,000 MT of corn to Japan. There is st...

soy-oilseeds

Oilseed Highlights: China’s Soy Purchases; U.S. Soy Export Sales; Brazil Prepared

China Purchases U.S. Soybeans China has followed through on its commitment to President Trump with a purchase of U.S. soybeans. Yesterday USDA announced that private exporters reported selling 1.13 MMT to that country. USDA then today announced that another 300,000 MT were sold to Chinese buyer...

feed-grains soy-oilseeds wheat

Market Commentary

Overnight futures trade featured stronger wheat prices, lower soybean prices and corn near unchanged with only average volume. The soybean market seemed to exhibit “rumor fatigue.” When at last USDA/ FAS announced a sale of 1.13 MMT of soybeans to China under the daily reporting req...

Unveiling Good and Bad; Trump’s Effect?; The Shutdown Wolf

Unveiling Good and Bad Members of the European Parliament voted 427–172 to obligate the European Food Safety Authority (EFSA) to publish all relevant scientific study data ahead of its decisions. This contrasts with those in the U.S. who want to stop the Trump administration from making a...

soy-oilseeds

China and Soybeans

The Chinese are back! After days of rumors, USDA/ FAS confirmed China’s return to the U.S. soybean market by reporting its purchase of 1.13 MMT for 2018/19. We expect more such sales will be announced in the coming days. It is likely that the sale reported today is for January-March shipm...

livestock

Farm Bill Animal Disease Measures; McDonald’s and Beef; Meat Price Spreads

Farm Bill Animal Disease Measures The House of Representatives passed the final conference report on the 2018 Farm Bill yesterday (397-46), which followed the Senate’s passage on Tuesday (87-13). The primary provisions for livestock were the National Animal Disease Preparedness and Respon...

feed-grains soy-oilseeds wheat

Market Commentary

It is hard to keep track of the rumors flying around concerning Chinese plans to buy U.S. soybeans. Their most common thread has China buying 5-8 MMT, although there are several versions of this rumor. One has Sinograin and COFCO, a state-owned trading company, as the buyers since both would pr...

Tale of the Tail; USMCA Strategy; Up in Smoke; Delhi Dirt

Tale of Trade Restrictions’ Tail China came into the U.S. market today for soybeans, but American farmers now realize they need to diversify their markets. Perhaps they’ve learned something from past trade wars. Consider the following: Soviet Grain Embargo 1) Before the Soviet Union...

wheat feed-grains soy-oilseeds

Black Sea Regional Analysis

Russian Grain Markets: 3-7 December 2018 Active demand drove domestic grain prices higher except for corn, which had a slight decline in the South. The average milling wheat export price rose +$2/MT to $230/MT FOB Black Sea, but purchase prices at seaports were stable in RUB expression while sl...

soy-oilseeds feed-grains

China In-Country Analysis

Oilseeds Soymeal Inventory Contracts Again with Modest Decrease Fluctuating demand at the regional level due to the varying impacts of African swine fever (ASF), which has resulted in some regions not being able to ship out hogs due to quarantines and an upswing in live chicken prices in other...

feed-grains soy-oilseeds wheat

Market Commentary

It has been more than 10 days since the Trump-Xi meeting in Buenos Aires wherein, according to President Trump and others in attendance, China agreed to purchase a large quantity of U.S agricultural and energy products. Yet there is no apparent sign to date that actual business has occurred. Gr...

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