World Perspectives

Recent China Analysis

soy-oilseeds livestock

China In-Country Analysis

Public Health COVID Restrictions Eased in Some Key Cities, Tension Lingers The recent public protests in Shanghai and Beijing marked a level of civil unrest not normally seen in China, since the landmark event of Tiananmen Square in 1989. This is not to say that protests or outrage over governm...

feed-grains soy-oilseeds wheat

Market Commentary: Soy Rally Continues; Wheat, Corn Drift Lower; House Moves to Preempt Rail Strike

The CBOT largely continued its prior trends on Tuesday with soybeans adding to Monday’s rally despite a pullback in soyoil. Corn chopped sideways again and stayed within the range that has defined its trade for the past thirteen trading days. SRW wheat bounced higher as funds took a brief...

feed-grains soy-oilseeds wheat

Market Commentary: Argentina Creates New “Soy Dollar”; CBOT Soy Complex Rallies; Hog Selloff Intensifies

The CBOT started the day on a weak note with the protests in China and the government’s resulting crackdown creating widespread pressure on financial and commodity markets. The protests and the government’s response created worries about the Middle Kingdom’s demand for a myria...

feed-grains wheat soy-oilseeds

Mercosur Regional Analysis

Corn Brazil Finally, the first vessel loaded with Brazil corn and destined for China will leave the port of Santos this week. The vessel Mv Star Iris is set to load 68,000 MT of corn for COFCO. Many expected Brazil to start shipping corn in 2023, but others expected it to occur in December 2022...

feed-grains soy-oilseeds wheat

Market Commentary: Export Sales Bolsters Corn Futures; Wheat Selloff Accelerates

Corn was the upside leader for the CBOT in a generally quiet day of post-Thanksgiving trading. The Export Sales report offered support for corn but did little for the other major ag commodities. Soybeans traded both sides of unchanged and ended slightly higher while wheat sold off sharply headi...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Firms in Pre-Holiday Trade; AMLO Softens Stance on GMOs

The CBOT was mostly higher in quiet, pre-holiday trade and the theme of the day was position liquidation and risk-off heading into what is practically a four-day weekend. Corn and soybeans found fundamental strength from higher ethanol output and export sales to China, respectively. That helped...

livestock soy-oilseeds feed-grains

China In-Country Analysis

Livestock Reproductive Sow Data Shows Extent of Industry Consolidation The recent corporate filings and announcements from China’s leading domestic hog producers not only show strong output but also greater market power. As of the end of Q3, the top 19 companies now account for more than...

feed-grains soy-oilseeds wheat

Market Commentary: Wheat Spreads Show Diverging Trends; Cold Storage Bullish Livestock Futures

The CBOT was mostly lower in quiet, pre-holiday trade with traders liquidating positions ahead of the coming Thanksgiving vacation day. Corn, wheat, and soybeans all moved lower amid mild profit taking and fund selling, despite a pullback in the U.S. dollar that offered a modest boost to U.S. e...

feed-grains soy-oilseeds livestock

China In-Country Analysis

Livestock Domestic Live Hog Production Continues Upward Trend in October According to the most recent corporate filings and reports, China’s domestic live hog market reported strong monthly sales in October driven by high prices nationwide.  The market leader, Muyuan Foodstuff Compan...

feed-grains soy-oilseeds wheat

Market Commentary: The Wins of War

Negotiations are ongoing between the UN, Turkey, and Russia for extending the Black Sea grain corridor agreement beyond its scheduled expiration this coming Saturday. The Russians are demanding the removal of Western financial hurdles to their own trade, and the U.S. and EU have reportedly prov...

feed-grains soy-oilseeds wheat

Market Commentary: Risk Off but Not Done

Corn and the soy complex shed value today, but wheat was bolstered mostly by poor crop prospects. Perhaps indicative was the CFTC’s Commitment of Traders report, which was released today instead of Friday due to the holiday. It showed speculators have increased their net short position in...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Lower on Fund Selling; Macro Markets Sharply Higher on CPI Data

The CBOT was sharply lower on Thursday as fund selling and position liquidation accelerated. The November WASDE did not create much of an additional bullish outlook and funds, which were already in a selling mood, decided to exit long positions. Soybeans were the downside leader on COVID-19 con...

soy-oilseeds livestock

China In-Country Analysis

Public Health COVID Restrictions Eased in Some Key Cities, Tension Lingers The recent public protests in Shanghai and Beijing marked a level of civil unrest not normally seen in China, since the landmark event of Tiananmen Square in 1989. This is not to say that protests or outrage over governm...

feed-grains soy-oilseeds wheat

Market Commentary: Soy Rally Continues; Wheat, Corn Drift Lower; House Moves to Preempt Rail Strike

The CBOT largely continued its prior trends on Tuesday with soybeans adding to Monday’s rally despite a pullback in soyoil. Corn chopped sideways again and stayed within the range that has defined its trade for the past thirteen trading days. SRW wheat bounced higher as funds took a brief...

feed-grains soy-oilseeds wheat

Market Commentary: Argentina Creates New “Soy Dollar”; CBOT Soy Complex Rallies; Hog Selloff Intensifies

The CBOT started the day on a weak note with the protests in China and the government’s resulting crackdown creating widespread pressure on financial and commodity markets. The protests and the government’s response created worries about the Middle Kingdom’s demand for a myria...

feed-grains wheat soy-oilseeds

Mercosur Regional Analysis

Corn Brazil Finally, the first vessel loaded with Brazil corn and destined for China will leave the port of Santos this week. The vessel Mv Star Iris is set to load 68,000 MT of corn for COFCO. Many expected Brazil to start shipping corn in 2023, but others expected it to occur in December 2022...

feed-grains soy-oilseeds wheat

Market Commentary: Export Sales Bolsters Corn Futures; Wheat Selloff Accelerates

Corn was the upside leader for the CBOT in a generally quiet day of post-Thanksgiving trading. The Export Sales report offered support for corn but did little for the other major ag commodities. Soybeans traded both sides of unchanged and ended slightly higher while wheat sold off sharply headi...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Firms in Pre-Holiday Trade; AMLO Softens Stance on GMOs

The CBOT was mostly higher in quiet, pre-holiday trade and the theme of the day was position liquidation and risk-off heading into what is practically a four-day weekend. Corn and soybeans found fundamental strength from higher ethanol output and export sales to China, respectively. That helped...

livestock soy-oilseeds feed-grains

China In-Country Analysis

Livestock Reproductive Sow Data Shows Extent of Industry Consolidation The recent corporate filings and announcements from China’s leading domestic hog producers not only show strong output but also greater market power. As of the end of Q3, the top 19 companies now account for more than...

feed-grains soy-oilseeds wheat

Market Commentary: Wheat Spreads Show Diverging Trends; Cold Storage Bullish Livestock Futures

The CBOT was mostly lower in quiet, pre-holiday trade with traders liquidating positions ahead of the coming Thanksgiving vacation day. Corn, wheat, and soybeans all moved lower amid mild profit taking and fund selling, despite a pullback in the U.S. dollar that offered a modest boost to U.S. e...

feed-grains soy-oilseeds livestock

China In-Country Analysis

Livestock Domestic Live Hog Production Continues Upward Trend in October According to the most recent corporate filings and reports, China’s domestic live hog market reported strong monthly sales in October driven by high prices nationwide.  The market leader, Muyuan Foodstuff Compan...

feed-grains soy-oilseeds wheat

Market Commentary: The Wins of War

Negotiations are ongoing between the UN, Turkey, and Russia for extending the Black Sea grain corridor agreement beyond its scheduled expiration this coming Saturday. The Russians are demanding the removal of Western financial hurdles to their own trade, and the U.S. and EU have reportedly prov...

feed-grains soy-oilseeds wheat

Market Commentary: Risk Off but Not Done

Corn and the soy complex shed value today, but wheat was bolstered mostly by poor crop prospects. Perhaps indicative was the CFTC’s Commitment of Traders report, which was released today instead of Friday due to the holiday. It showed speculators have increased their net short position in...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Lower on Fund Selling; Macro Markets Sharply Higher on CPI Data

The CBOT was sharply lower on Thursday as fund selling and position liquidation accelerated. The November WASDE did not create much of an additional bullish outlook and funds, which were already in a selling mood, decided to exit long positions. Soybeans were the downside leader on COVID-19 con...

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