World Perspectives

Recent China Analysis

feed-grains soy-oilseeds wheat

China In-Country Analysis

Livestock Live Hog Price Remains Hot, Jumps More Than 6 Percent in One Day Tuesday saw the national average live hog price single day increase of RMB 1.12/kg ($.08/lb.) or 6.3 percent to 18.94/kg ($1.28/lb.). As of yesterday, sixteen provinces, including, Anhui, Beijing, Fujian, Guangdong, Hebe...

feed-grains soy-oilseeds

Black Sea Regional Analysis

Russian Grains Markets: 20-24 June 2022 Russia launched harvesting in the Southern Federal District as well as in seized and annexed Ukrainian Crimea. Other temporarily occupied Ukrainian territories, which include parts of Kherson, Zaporizhzhia, Donetsk, and Lugansk, will be harvesting in a si...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Wheat Argentina’s wheat situation is increasingly complicated. It has not rained for several weeks, and the soil moistures are insufficient for planting wheat seeds. Many farmers missed the planting window or decided not to take the risk of planting. The Buenos Aires Grain Exchange again...

feed-grains soy-oilseeds wheat

Market Commentary: OVERSOLD

Markets remained under pressure today amid the scare of a recession and a drop in demand. The fear is somewhat overstated in grains and oilseeds since recessions tend to impact banks, manufacturers, and consumer discretionary industries - not so much non-discretionary items like food. Moreover,...

feed-grains soy-oilseeds wheat

China In-Country Analysis

Macroeconomics COVID-19 Produces Largest Food Cost Increase in 18 Months  It has taken a few weeks, but data from China’s National Bureau of Statistics have now appeared in the past week showing food prices rose in May by 2.3 percent. That compares to an annualized increase of 1.9 pe...

livestock

Friends in High Places; Fertilizer Crisis; Import Solution

Friends in High Places The Biden Administration submitted an amicus brief to the Supreme Court on the challenge by livestock producers to California’s Proposition 12. It quotes a prior Supreme Court decision delineating that states cannot determine policy in other states where there is no...

feed-grains soy-oilseeds livestock

China In-Country Analysis

Macroeconomics Survey of Shanghai Businesses Reveal Severe Economic Distress The American Chamber of Commerce in Shanghai recently published the findings from a survey conducted last week about the recent COVID-19 lockdown. The survey, which ran from 7-9 June collected responses from 133 member...

feed-grains soy-oilseeds wheat

Market Commentary: Wheat Falls as U.S. Dollar Rises; Soy Complex in Red Ahead of NOPA Report; U.S. to Build Grain Silos in Poland

The CBOT was lower again on Tuesday as fresh economic lockdowns in China and another day of selloffs in macroeconomic markets weighed on ag futures. The soy complex led the way lower with all three legs settling in the red amid fears of waning demand as China combats rising COVID-19 cases with...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Follows Macro-Market Selloff but Corn, Wheat Recover Near Close

Last week’s inflation data spooked equity and other macroeconomic markets with S&P 500 futures opening 2 percent lower overnight. That was as good as things were going to get with the Dow subsequently opening 500 points lower and selling off further throughout the day. Inflation wasn&...

feed-grains soy-oilseeds

Mercosur Regional Analysis

Wheat Wheat continues to capture the attention of many traders and analysts in Argentina. Planting continues to be delayed due to lack of soil moisture and sowing has only reached 30 percent completion, which implies a year-on-year delay of 6 percentage points. The seasonal rains have not yet a...

soy-oilseeds

WASDE Soymeal

USDA’s June 2022 estimate for the seasonal average price of U.S. soymeal in 2022/23 is unchanged at $400 per short ton.  ...

soy-oilseeds

WASDE Soybeans

USDA’s June 2022 estimate of U.S. soybeans is for lower beginning and ending stocks and higher prices in 2022/23. U.S soybean ending stocks are down 30 million bushels, 280 million bushels.  Lower beginning stocks reflects increased exports for 2021/22 - soybean exports for 2021/22 a...

feed-grains soy-oilseeds wheat

China In-Country Analysis

Livestock Live Hog Price Remains Hot, Jumps More Than 6 Percent in One Day Tuesday saw the national average live hog price single day increase of RMB 1.12/kg ($.08/lb.) or 6.3 percent to 18.94/kg ($1.28/lb.). As of yesterday, sixteen provinces, including, Anhui, Beijing, Fujian, Guangdong, Hebe...

feed-grains soy-oilseeds

Black Sea Regional Analysis

Russian Grains Markets: 20-24 June 2022 Russia launched harvesting in the Southern Federal District as well as in seized and annexed Ukrainian Crimea. Other temporarily occupied Ukrainian territories, which include parts of Kherson, Zaporizhzhia, Donetsk, and Lugansk, will be harvesting in a si...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Wheat Argentina’s wheat situation is increasingly complicated. It has not rained for several weeks, and the soil moistures are insufficient for planting wheat seeds. Many farmers missed the planting window or decided not to take the risk of planting. The Buenos Aires Grain Exchange again...

feed-grains soy-oilseeds wheat

Market Commentary: OVERSOLD

Markets remained under pressure today amid the scare of a recession and a drop in demand. The fear is somewhat overstated in grains and oilseeds since recessions tend to impact banks, manufacturers, and consumer discretionary industries - not so much non-discretionary items like food. Moreover,...

feed-grains soy-oilseeds wheat

China In-Country Analysis

Macroeconomics COVID-19 Produces Largest Food Cost Increase in 18 Months  It has taken a few weeks, but data from China’s National Bureau of Statistics have now appeared in the past week showing food prices rose in May by 2.3 percent. That compares to an annualized increase of 1.9 pe...

livestock

Friends in High Places; Fertilizer Crisis; Import Solution

Friends in High Places The Biden Administration submitted an amicus brief to the Supreme Court on the challenge by livestock producers to California’s Proposition 12. It quotes a prior Supreme Court decision delineating that states cannot determine policy in other states where there is no...

feed-grains soy-oilseeds livestock

China In-Country Analysis

Macroeconomics Survey of Shanghai Businesses Reveal Severe Economic Distress The American Chamber of Commerce in Shanghai recently published the findings from a survey conducted last week about the recent COVID-19 lockdown. The survey, which ran from 7-9 June collected responses from 133 member...

feed-grains soy-oilseeds wheat

Market Commentary: Wheat Falls as U.S. Dollar Rises; Soy Complex in Red Ahead of NOPA Report; U.S. to Build Grain Silos in Poland

The CBOT was lower again on Tuesday as fresh economic lockdowns in China and another day of selloffs in macroeconomic markets weighed on ag futures. The soy complex led the way lower with all three legs settling in the red amid fears of waning demand as China combats rising COVID-19 cases with...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Follows Macro-Market Selloff but Corn, Wheat Recover Near Close

Last week’s inflation data spooked equity and other macroeconomic markets with S&P 500 futures opening 2 percent lower overnight. That was as good as things were going to get with the Dow subsequently opening 500 points lower and selling off further throughout the day. Inflation wasn&...

feed-grains soy-oilseeds

Mercosur Regional Analysis

Wheat Wheat continues to capture the attention of many traders and analysts in Argentina. Planting continues to be delayed due to lack of soil moisture and sowing has only reached 30 percent completion, which implies a year-on-year delay of 6 percentage points. The seasonal rains have not yet a...

soy-oilseeds

WASDE Soymeal

USDA’s June 2022 estimate for the seasonal average price of U.S. soymeal in 2022/23 is unchanged at $400 per short ton.  ...

soy-oilseeds

WASDE Soybeans

USDA’s June 2022 estimate of U.S. soybeans is for lower beginning and ending stocks and higher prices in 2022/23. U.S soybean ending stocks are down 30 million bushels, 280 million bushels.  Lower beginning stocks reflects increased exports for 2021/22 - soybean exports for 2021/22 a...

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