World Perspectives

Recent China Analysis

soy-oilseeds feed-grains

China In-Country Analysis

Policy Developments Will China Ultimately Retaliate? Coming on the heels of President Trump’s announcement last week confirming that his administration would implement its proposed 25 percent tariff on $50 billion worth of exports from China, Beijing said it would respond in kind with tar...

feed-grains soy-oilseeds wheat

Market Commentary

Soybean and grain futures prices were lower to open the overnight session, and losses grew as trading progressed into the early morning. Understandably, soybeans were the downside leader as they are most directly threatened by Chinese tariffs. They were down more than 20 cents when trading rece...

Looking Ahead at the China Trade Dispute

Yesterday President Trump asked the U.S. Trade Representative to identify $200 billion worth of Chinese goods for additional tariffs at a rate of 10 percent. His statement noted, “After the legal process is complete, these tariffs will go into effect if China refuses to change its practic...

soy-oilseeds feed-grains wheat

Trade War Havoc

Trade wars invariably involve government actions intended to impede, punish or prevent imports and exports of goods between two or more countries. The most common ammunition used by participants is the imposition of higher tariffs and/or surcharges on either imports of specific items or on an a...

soy-oilseeds

Oilseed Highlights: Chinese Tariff Impact on Upper Midwest; India’s Soyoil Tariff

Chinese Tariffs Impact on Upper Midwest Soybean Farmers Barring a settlement to the current trade dispute, China is expected to impose a 25 percent tariff on U.S. soybeans effective 6 July. It appears the situation may intensify after President Trump yesterday threatened to implement additional...

feed-grains soy-oilseeds

China Tariffs and U.S. Exports

The imposition of trade tariffs on imports from China and that country’s corresponding retaliation against imports from the U.S. have had a profoundly negative impact on corn, wheat and soybean prices since negotiations broke down. These trade issues have overwhelmed some bullish fundamen...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans Impact of the U.S.-China Trade War Trading was slow in Brazil last week with an old-crop basis rally due to lack of farmer selling and news on the U.S.-China trade war. The latter included a Trump tweet about a possible tariff on Chinese imports, which was officially announced Thursday...

feed-grains soy-oilseeds wheat

Market Commentary

Corn and wheat opened lower Sunday with soybeans slightly higher. Everything was slightly lower by the time markets closed this morning, and that is how they opened the day session. Soybeans traded back and forth with small gains or losses through much of today. Wheat was moderately lower with...

Trade War Chapters Three and Four; NAFTA Dairy Confusion; Tech Solution

Trade War Chapters Three and Four President Trump’s “easy to win” trade war is heating up, and U.S. farm groups are beginning to push back against it. This week the Trump administration announced that it would apply 25 percent tariffs on $50 billion worth of “industriall...

feed-grains soy-oilseeds wheat

Market Commentary

There probably isn’t much point in talking about fundamental issues surrounding the grain and oilseed markets as very little has changed in that regard. The Black Sea region continues to suffer from adverse weather that is reducing yields and production there, and most of Australia is sti...

feed-grains soy-oilseeds wheat

Market Commentary

The rout continues. Grains and soy complex futures prices fell again overnight, and they continued to drop throughout the day session. Interestingly, corn and wheat were relatively weaker than soybeans even though the latter have a much bigger stake in the U.S./China tariff situation. The likel...

soy-oilseeds

Oilseed Highlights: China’s Soybean Sales; U.S. Soy; Indian Vegoil Tariffs; Brazil’s Strike Aftermath

China Sells Reserve Soybeans China’s National Grain Trade Center today announced the government sold 192,324 MT of reserve stock soybeans at auction. They were sold at 3,043 yuan/MT ($476/MT), only 1.4 percent above the minimum sales price of 3,000 yuan/MT. The volume sold was approximate...

soy-oilseeds feed-grains

China In-Country Analysis

Policy Developments Will China Ultimately Retaliate? Coming on the heels of President Trump’s announcement last week confirming that his administration would implement its proposed 25 percent tariff on $50 billion worth of exports from China, Beijing said it would respond in kind with tar...

feed-grains soy-oilseeds wheat

Market Commentary

Soybean and grain futures prices were lower to open the overnight session, and losses grew as trading progressed into the early morning. Understandably, soybeans were the downside leader as they are most directly threatened by Chinese tariffs. They were down more than 20 cents when trading rece...

Looking Ahead at the China Trade Dispute

Yesterday President Trump asked the U.S. Trade Representative to identify $200 billion worth of Chinese goods for additional tariffs at a rate of 10 percent. His statement noted, “After the legal process is complete, these tariffs will go into effect if China refuses to change its practic...

soy-oilseeds feed-grains wheat

Trade War Havoc

Trade wars invariably involve government actions intended to impede, punish or prevent imports and exports of goods between two or more countries. The most common ammunition used by participants is the imposition of higher tariffs and/or surcharges on either imports of specific items or on an a...

soy-oilseeds

Oilseed Highlights: Chinese Tariff Impact on Upper Midwest; India’s Soyoil Tariff

Chinese Tariffs Impact on Upper Midwest Soybean Farmers Barring a settlement to the current trade dispute, China is expected to impose a 25 percent tariff on U.S. soybeans effective 6 July. It appears the situation may intensify after President Trump yesterday threatened to implement additional...

feed-grains soy-oilseeds

China Tariffs and U.S. Exports

The imposition of trade tariffs on imports from China and that country’s corresponding retaliation against imports from the U.S. have had a profoundly negative impact on corn, wheat and soybean prices since negotiations broke down. These trade issues have overwhelmed some bullish fundamen...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans Impact of the U.S.-China Trade War Trading was slow in Brazil last week with an old-crop basis rally due to lack of farmer selling and news on the U.S.-China trade war. The latter included a Trump tweet about a possible tariff on Chinese imports, which was officially announced Thursday...

feed-grains soy-oilseeds wheat

Market Commentary

Corn and wheat opened lower Sunday with soybeans slightly higher. Everything was slightly lower by the time markets closed this morning, and that is how they opened the day session. Soybeans traded back and forth with small gains or losses through much of today. Wheat was moderately lower with...

Trade War Chapters Three and Four; NAFTA Dairy Confusion; Tech Solution

Trade War Chapters Three and Four President Trump’s “easy to win” trade war is heating up, and U.S. farm groups are beginning to push back against it. This week the Trump administration announced that it would apply 25 percent tariffs on $50 billion worth of “industriall...

feed-grains soy-oilseeds wheat

Market Commentary

There probably isn’t much point in talking about fundamental issues surrounding the grain and oilseed markets as very little has changed in that regard. The Black Sea region continues to suffer from adverse weather that is reducing yields and production there, and most of Australia is sti...

feed-grains soy-oilseeds wheat

Market Commentary

The rout continues. Grains and soy complex futures prices fell again overnight, and they continued to drop throughout the day session. Interestingly, corn and wheat were relatively weaker than soybeans even though the latter have a much bigger stake in the U.S./China tariff situation. The likel...

soy-oilseeds

Oilseed Highlights: China’s Soybean Sales; U.S. Soy; Indian Vegoil Tariffs; Brazil’s Strike Aftermath

China Sells Reserve Soybeans China’s National Grain Trade Center today announced the government sold 192,324 MT of reserve stock soybeans at auction. They were sold at 3,043 yuan/MT ($476/MT), only 1.4 percent above the minimum sales price of 3,000 yuan/MT. The volume sold was approximate...

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