World Perspectives

Recent India Analysis

Get What You Beget; Economic Weapons; Marketing Plan?

Get What You Beget It started with geographic indicators, then it moved on to country of origin labeling even for products made within the EU’s “single” market, next came calls for food sovereignty, though that is aimed at stopping food imports from third country suppliers. No...

Codifying Gains; Saving Forests; From Importer to Exporter; Arctic Fruit

Codifying Gains  American farmers are said to be politically conservative. After all, they tend to vote for Republicans in large numbers. But even Republicans are not the budget hawks they once were. Instead, politics has solely become who gets the largess, not whether it builds more debt...

feed-grains soy-oilseeds wheat

Market Commentary: Even Bears are Bulls

If a wolf can be in sheep’s clothing, could a bear be in a bull’s hide? Or a bull in a bear’s coat? Whether a bull or a bear, it is about profit-taking, which means sometimes the bull makes a nod to the bear and the bear to the bull. Today was another day won by the bull but n...

soy-oilseeds

Oilseed Highlights: U.S. Soy Exports; Argentina Dryness; Indian Soymeal

A Good Week for U.S. Soy Exporters Today’s USDA/FAS export sales report indicated exporters of U.S. soybeans, soymeal, and soyoil had great success in the week ending 7 January. Sales of soybeans were high for this point in the marketing year and export sales of soymeal were a marketing y...

soy-oilseeds

WASDE Soyoil

 The soybean oil price is forecast at 38.5 cents per pound, up 2.5 cents...

Spud Consumption

Although Walmart sells more groceries, Kroger is the largest grocery chain in the U.S. and some things on its list of documented food trends in 2020 will concern health specialists. The effort to avoid contracting COVID by staying home included increased consumption of flavored potato chips. Al...

Biden Trade Policy; Slippery Slope; Selective Attention; Selective Interpretation

Biden Trade Policy Washington’s chattering class continue to speculate and opine on what President-Elect Joe Biden’s administration should do with trade policy. Some say to cut tariffs, others recommend ending bilateralism, there is even the hope that he will decide to rejoin the TP...

feed-grains soy-oilseeds wheat

Plenty of Global Stocks

The markets are bullish and global food prices are rising but stocks of wheat, corn, and soybeans are ample. Over the past 40 years, the world’s population has increased by 70 percent. Over that same period, global ending stocks of corn are up 127 percent, surplus wheat is up 181 percent...

soy-oilseeds

WASDE Soybeans

soybean ending stocks for 2020/21 are projected at 175 million bushels.  If realized, ending stocks would be the lowest since 2013/14. Soybean and soybean product prices are forecast higher this month.  The U.S. season-average soybean price for 2020/21 is projected at $10.55 per bushe...

Thoughtless Londoners; Weird Biden Buckets; Money Against Roundup; SPS Abuse

Thoughtless Londoners First Canadian Prime Minister Justin Trudeau came out in support of India’s protesting farmers and now thousands protest in London against India's farming reforms. London has a lot of residents with Indian heritage, but Prime Minister Narendra Modi is trying to get h...

Water Investment

The extremely dry conditions in Argentina illustrate the low level of irrigation in many countries around the world. In terms of number of irrigated hectares, China is number one, followed by India and then the U.S. However, on a percent share of total agricultural land, Japan is by far number...

soy-oilseeds

India’s Vegoil Gap

India’s production of major oilseeds increased by around 6 percent over the past decade at the same time its population advanced by 9 percent. Although New Delhi restricts vegetable oil imports, particularly soyoil, to protect its domestic crushing industry, imports are significant and ha...

Get What You Beget; Economic Weapons; Marketing Plan?

Get What You Beget It started with geographic indicators, then it moved on to country of origin labeling even for products made within the EU’s “single” market, next came calls for food sovereignty, though that is aimed at stopping food imports from third country suppliers. No...

Codifying Gains; Saving Forests; From Importer to Exporter; Arctic Fruit

Codifying Gains  American farmers are said to be politically conservative. After all, they tend to vote for Republicans in large numbers. But even Republicans are not the budget hawks they once were. Instead, politics has solely become who gets the largess, not whether it builds more debt...

feed-grains soy-oilseeds wheat

Market Commentary: Even Bears are Bulls

If a wolf can be in sheep’s clothing, could a bear be in a bull’s hide? Or a bull in a bear’s coat? Whether a bull or a bear, it is about profit-taking, which means sometimes the bull makes a nod to the bear and the bear to the bull. Today was another day won by the bull but n...

soy-oilseeds

Oilseed Highlights: U.S. Soy Exports; Argentina Dryness; Indian Soymeal

A Good Week for U.S. Soy Exporters Today’s USDA/FAS export sales report indicated exporters of U.S. soybeans, soymeal, and soyoil had great success in the week ending 7 January. Sales of soybeans were high for this point in the marketing year and export sales of soymeal were a marketing y...

soy-oilseeds

WASDE Soyoil

 The soybean oil price is forecast at 38.5 cents per pound, up 2.5 cents...

Spud Consumption

Although Walmart sells more groceries, Kroger is the largest grocery chain in the U.S. and some things on its list of documented food trends in 2020 will concern health specialists. The effort to avoid contracting COVID by staying home included increased consumption of flavored potato chips. Al...

Biden Trade Policy; Slippery Slope; Selective Attention; Selective Interpretation

Biden Trade Policy Washington’s chattering class continue to speculate and opine on what President-Elect Joe Biden’s administration should do with trade policy. Some say to cut tariffs, others recommend ending bilateralism, there is even the hope that he will decide to rejoin the TP...

feed-grains soy-oilseeds wheat

Plenty of Global Stocks

The markets are bullish and global food prices are rising but stocks of wheat, corn, and soybeans are ample. Over the past 40 years, the world’s population has increased by 70 percent. Over that same period, global ending stocks of corn are up 127 percent, surplus wheat is up 181 percent...

soy-oilseeds

WASDE Soybeans

soybean ending stocks for 2020/21 are projected at 175 million bushels.  If realized, ending stocks would be the lowest since 2013/14. Soybean and soybean product prices are forecast higher this month.  The U.S. season-average soybean price for 2020/21 is projected at $10.55 per bushe...

Thoughtless Londoners; Weird Biden Buckets; Money Against Roundup; SPS Abuse

Thoughtless Londoners First Canadian Prime Minister Justin Trudeau came out in support of India’s protesting farmers and now thousands protest in London against India's farming reforms. London has a lot of residents with Indian heritage, but Prime Minister Narendra Modi is trying to get h...

Water Investment

The extremely dry conditions in Argentina illustrate the low level of irrigation in many countries around the world. In terms of number of irrigated hectares, China is number one, followed by India and then the U.S. However, on a percent share of total agricultural land, Japan is by far number...

soy-oilseeds

India’s Vegoil Gap

India’s production of major oilseeds increased by around 6 percent over the past decade at the same time its population advanced by 9 percent. Although New Delhi restricts vegetable oil imports, particularly soyoil, to protect its domestic crushing industry, imports are significant and ha...

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