World Perspectives

Recent China Analysis

feed-grains soy-oilseeds wheat

Market Commentary

The futures market ended the day with weakness where there had been strength as in lean hogs and soyoil, and strength where there had been weakness, such as corn. It had opened higher as predicted, though it might not have been for all the right reasons.  There continues to be a lot of ent...

soy-oilseeds

Oilseed Highlights: NOPA Soy Crush, Soy Sales to China, GMO Cotton, Ukraine Oilseeds

NOPA September Crush Well Below Expectations The September NOPA report released on Wednesday indicated 152.566 million bushels (4.153 MMT) of soybeans were crushed in September. That was almost 10 million bushels below the average estimate of 9 analysts queried by Reuters of 162.135 million bus...

Morality Trade

Trade and industry are not just distorted by tariffs a la Donald Trump, but increasingly by sanctions intended to protect a political or moral principle.  • India says it will not buy Malaysian palm oil because Kuala Lumpur disagreed with New Delhi’s actions in Kashmir.  &b...

feed-grains soy-oilseeds wheat

Market Commentary

The CBOT was mixed with little conviction. Corn and soybeans headed lower while wheat managed to find support on spread trading and technical buying. The market is waiting for better news from the U.S.-China trade front as well as signals of improving demand.  Reports suggest that China ma...

feed-grains wheat

Bear Market Impacts on Labor

U.S. farmers are hurting financially from commodity prices that have been falling for half a dozen years and now exaggerated by the trade war with China. However, the volume of surplus wheat, corn and soybean stocks has had little correlation with the amount of farm labor employed (see graph be...

feed-grains soy-oilseeds wheat

China In-Country Analysis

Macroeconomics China’s Monthly Food Inflation Highest in Eight Years The sharp rise in live hog prices along with increases in the costs of poultry and seafood, pushed up food inflation in September to its highest level since October 2011.  Back in 2011, China was going through a maj...

feed-grains soy-oilseeds wheat

Market Commentary

Trading at the CBOT amid the U.S. Columbus Day holiday was cautious but saw mostly higher prices/buyer support. Technical buying fueled some speculative buying while reports are that some farm sales were executed with corn near $4/bushel. The biggest note of caution was Chinese statements that...

feed-grains wheat soy-oilseeds

Mercosur Regional Analysis

Soybeans  The market was pretty calm last week while waiting for definition on a few points. The first was the October WASDE report, which showed fewer ending stocks in the U.S. than was expected. That drove the CBOT sharply higher with significant volatility.  Additionally, meetings...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional News Ukraine has already exported 15.096 MMT of grain since the 2019/20 marketing year started, a 4.6 MMT increase from the same time in 2018/19. The country has shipped 9.6 MMT of wheat, 3.0 MMT of barley, 2,000 MT of rye, and 2.4 MMT of corn. The country also said its grain harvest t...

feed-grains soy-oilseeds

Sustainability’s Implications

As the EU presses its farmers to adopt practices that are environmentally sound, these producers increasingly agitate to have the same standards applied to food produced elsewhere and imported into Europe. It is an understandable plea for fairness but arriving at sound and equivalent measuremen...

feed-grains soy-oilseeds wheat

Market Commentary

Grain markets shrugged off yesterday’s bearish WASDE with multiple headlines circulating today that fueled buying strength. Most notably, reports of a partial agreement on a U.S.-China trade deal sent the soy complex higher with President Trump announcing a “very substantial phase o...

Mini-Deal Rationale; Incongruous Negotiations

Mini-Deal Rationale The details are not complete at this time, but reports indicate that the Trump Administration has reached a partial agreement with the Chinese on a slew of different issues. In exchange for the U.S. not moving forward with additional trade tariffs, China has reportedly agree...

feed-grains soy-oilseeds wheat

Market Commentary

The futures market ended the day with weakness where there had been strength as in lean hogs and soyoil, and strength where there had been weakness, such as corn. It had opened higher as predicted, though it might not have been for all the right reasons.  There continues to be a lot of ent...

soy-oilseeds

Oilseed Highlights: NOPA Soy Crush, Soy Sales to China, GMO Cotton, Ukraine Oilseeds

NOPA September Crush Well Below Expectations The September NOPA report released on Wednesday indicated 152.566 million bushels (4.153 MMT) of soybeans were crushed in September. That was almost 10 million bushels below the average estimate of 9 analysts queried by Reuters of 162.135 million bus...

Morality Trade

Trade and industry are not just distorted by tariffs a la Donald Trump, but increasingly by sanctions intended to protect a political or moral principle.  • India says it will not buy Malaysian palm oil because Kuala Lumpur disagreed with New Delhi’s actions in Kashmir.  &b...

feed-grains soy-oilseeds wheat

Market Commentary

The CBOT was mixed with little conviction. Corn and soybeans headed lower while wheat managed to find support on spread trading and technical buying. The market is waiting for better news from the U.S.-China trade front as well as signals of improving demand.  Reports suggest that China ma...

feed-grains wheat

Bear Market Impacts on Labor

U.S. farmers are hurting financially from commodity prices that have been falling for half a dozen years and now exaggerated by the trade war with China. However, the volume of surplus wheat, corn and soybean stocks has had little correlation with the amount of farm labor employed (see graph be...

feed-grains soy-oilseeds wheat

China In-Country Analysis

Macroeconomics China’s Monthly Food Inflation Highest in Eight Years The sharp rise in live hog prices along with increases in the costs of poultry and seafood, pushed up food inflation in September to its highest level since October 2011.  Back in 2011, China was going through a maj...

feed-grains soy-oilseeds wheat

Market Commentary

Trading at the CBOT amid the U.S. Columbus Day holiday was cautious but saw mostly higher prices/buyer support. Technical buying fueled some speculative buying while reports are that some farm sales were executed with corn near $4/bushel. The biggest note of caution was Chinese statements that...

feed-grains wheat soy-oilseeds

Mercosur Regional Analysis

Soybeans  The market was pretty calm last week while waiting for definition on a few points. The first was the October WASDE report, which showed fewer ending stocks in the U.S. than was expected. That drove the CBOT sharply higher with significant volatility.  Additionally, meetings...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional News Ukraine has already exported 15.096 MMT of grain since the 2019/20 marketing year started, a 4.6 MMT increase from the same time in 2018/19. The country has shipped 9.6 MMT of wheat, 3.0 MMT of barley, 2,000 MT of rye, and 2.4 MMT of corn. The country also said its grain harvest t...

feed-grains soy-oilseeds

Sustainability’s Implications

As the EU presses its farmers to adopt practices that are environmentally sound, these producers increasingly agitate to have the same standards applied to food produced elsewhere and imported into Europe. It is an understandable plea for fairness but arriving at sound and equivalent measuremen...

feed-grains soy-oilseeds wheat

Market Commentary

Grain markets shrugged off yesterday’s bearish WASDE with multiple headlines circulating today that fueled buying strength. Most notably, reports of a partial agreement on a U.S.-China trade deal sent the soy complex higher with President Trump announcing a “very substantial phase o...

Mini-Deal Rationale; Incongruous Negotiations

Mini-Deal Rationale The details are not complete at this time, but reports indicate that the Trump Administration has reached a partial agreement with the Chinese on a slew of different issues. In exchange for the U.S. not moving forward with additional trade tariffs, China has reportedly agree...

Select Filters to Apply

  • Markets
  • Publications

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up