World Perspectives

Recent Europe Analysis

FOB Prices and Freight Rate App (Updated 27 March)

Update for 27 March 2020: New Data Added!!  French rapeseed French sunflower seed French and Bulgarian feed barley Bulgarian feed wheat All other routes/offers updated through the day's close.    Freight Comments for 26 March 2020: Jay O’Neil, O’Neil Commodity Consu...

Interactive Ocean Freight Rates (Updated 27 March)

Data Updated Through: 27 March 2020   Ocean Freight Insights and Comments - 26 March 2020 By Jay O'Neil Commodity Consulting The question being asked now is, have we hit bottom yet? Dry-bulk markets are starting to look worse than most retirement accounts. One has to question how aggr...

Global Deterioration

On the one hand, no country has greater experience with epidemics than China (Asian flu, Hong Kong flu, SARS, etc.), and because the nature of such communicable diseases in a globalized world leads to pandemics, Beijing is correct that cooperation is key to the solution. But no one seems quite...

feed-grains wheat

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates It might be a good idea for all people in the grain business, with an eye to COVID-19, to read section 21 of GAFTA contract #27: “Prevention of Shipment”. This section, which is included in most GAFTA contracts, helps to clarify buyer/seller situation in the case of...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional News The coronavirus COVID-19 pandemic continues to exert massive influence on global markets and traders’ appetite for risk has all but completely disappeared. One of the biggest impacts of the global pandemic on ag commodities has been through collapsing crude oil prices and fr...

How Navarro Got His Name; Settlement with the Devil

How Navarro Got His Name White House Director of Trade and Manufacturing Policy Peter Navarro is typically criticized for having views on trade that “are significantly outside the mainstream of economic thought.” Still, he is a Harvard-trained economist and pursuing news headlines o...

Governments Remake Economy

Government Recession: Economic recessions are typically caused by misallocated resources in the marketplace. Policymakers ride to the rescue with bailout packages and proposed rules to supposedly stop the bad actors from repeating their folly. However, this impending recession will be different...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional Updates Imploding financial markets, sharply weaker crude oil, and ever-growing concerns about the economic impacts of coronavirus continue to be the primary drivers of market action this week. Demand and consumption concerns are growing for most commodities, keeping prices on the defe...

Trump Hits Europe; Covid Diet

Trump Hits Europe Investment on both sides of the Atlantic fell dramatically following the U.S. announced ban on travelers entering from Europe. But why was the UK excluded from the ban? The infection and mortality rates from the virus are only slightly lower in Britain than in France. Some ana...

Supply Policies; Covid Impacts

Supply Policies India’s pursuit of public stockholding of food surpluses is an old answer to an even older question – what policy to use to manage supply/demand imbalances. Then there is the issue of the externalities resulting from any of the chosen approaches. Just three countries...

feed-grains soy-oilseeds wheat

Market Commentary

“Pandemic” is the word of the day. The World Health Organization declared the coronavirus COVID19 outbreak an official pandemic today, which brought no comfort to global markets. The disease is keeping markets extremely volatile and the potential for governments to make economically...

Nationalism’s Prejudices; Least Hurt Sector; SPS Gamble

Nationalism’s Prejudices U.S. Secretary of State Mike Pompeo was accused of being a racist for calling the coronavirus the “Wuhan virus.” If naming the birthplace of a virus is racist than so is perhaps geographical indicators in food. The selfishness gets worse, however. Sout...

FOB Prices and Freight Rate App (Updated 27 March)

Update for 27 March 2020: New Data Added!!  French rapeseed French sunflower seed French and Bulgarian feed barley Bulgarian feed wheat All other routes/offers updated through the day's close.    Freight Comments for 26 March 2020: Jay O’Neil, O’Neil Commodity Consu...

Interactive Ocean Freight Rates (Updated 27 March)

Data Updated Through: 27 March 2020   Ocean Freight Insights and Comments - 26 March 2020 By Jay O'Neil Commodity Consulting The question being asked now is, have we hit bottom yet? Dry-bulk markets are starting to look worse than most retirement accounts. One has to question how aggr...

Global Deterioration

On the one hand, no country has greater experience with epidemics than China (Asian flu, Hong Kong flu, SARS, etc.), and because the nature of such communicable diseases in a globalized world leads to pandemics, Beijing is correct that cooperation is key to the solution. But no one seems quite...

feed-grains wheat

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates It might be a good idea for all people in the grain business, with an eye to COVID-19, to read section 21 of GAFTA contract #27: “Prevention of Shipment”. This section, which is included in most GAFTA contracts, helps to clarify buyer/seller situation in the case of...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional News The coronavirus COVID-19 pandemic continues to exert massive influence on global markets and traders’ appetite for risk has all but completely disappeared. One of the biggest impacts of the global pandemic on ag commodities has been through collapsing crude oil prices and fr...

How Navarro Got His Name; Settlement with the Devil

How Navarro Got His Name White House Director of Trade and Manufacturing Policy Peter Navarro is typically criticized for having views on trade that “are significantly outside the mainstream of economic thought.” Still, he is a Harvard-trained economist and pursuing news headlines o...

Governments Remake Economy

Government Recession: Economic recessions are typically caused by misallocated resources in the marketplace. Policymakers ride to the rescue with bailout packages and proposed rules to supposedly stop the bad actors from repeating their folly. However, this impending recession will be different...

feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Regional Updates Imploding financial markets, sharply weaker crude oil, and ever-growing concerns about the economic impacts of coronavirus continue to be the primary drivers of market action this week. Demand and consumption concerns are growing for most commodities, keeping prices on the defe...

Trump Hits Europe; Covid Diet

Trump Hits Europe Investment on both sides of the Atlantic fell dramatically following the U.S. announced ban on travelers entering from Europe. But why was the UK excluded from the ban? The infection and mortality rates from the virus are only slightly lower in Britain than in France. Some ana...

Supply Policies; Covid Impacts

Supply Policies India’s pursuit of public stockholding of food surpluses is an old answer to an even older question – what policy to use to manage supply/demand imbalances. Then there is the issue of the externalities resulting from any of the chosen approaches. Just three countries...

feed-grains soy-oilseeds wheat

Market Commentary

“Pandemic” is the word of the day. The World Health Organization declared the coronavirus COVID19 outbreak an official pandemic today, which brought no comfort to global markets. The disease is keeping markets extremely volatile and the potential for governments to make economically...

Nationalism’s Prejudices; Least Hurt Sector; SPS Gamble

Nationalism’s Prejudices U.S. Secretary of State Mike Pompeo was accused of being a racist for calling the coronavirus the “Wuhan virus.” If naming the birthplace of a virus is racist than so is perhaps geographical indicators in food. The selfishness gets worse, however. Sout...

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