World Perspectives

Recent India Analysis

Drowning Transatlantic; Geneva Ag Discussions; Bilateral Stunts

Drowning Transatlantic At 8.4 kilometers (5.2 miles) deep, the Puerto Rico Trench is the deepest point in the North Atlantic Ocean. Transatlantic relations may be headed for an even deeper depression. The European Parliament voted against endorsing the trade mandate sought by Brussels for talks...

soy-oilseeds

Oilseed Highlights: Brazil’s Soybeans; U.S. Census Soymeal Data Revision; U.S. Soy Plantings; WASDE Soy Changes

Conab Reduces Brazilian Soybean Crop Estimate Conab, Brazil’s crop supply agency, today reduced its estimate for the country’s 2019 soybean crop by 1.6 percent from 115.343 MMT to 113.459 MMT. This change is based on an average yield of 3.168 MT/hectare (47.1 bushels/acre). Conab al...

soy-oilseeds

WASDE Soybeans

According to USDA: U.S. soybean supply and use changes for 2018/19 include higher crush and lower ending stocks compared with last month’s report.  With exports unchanged, soybean stocks are projected at 900 million bushels, down 10 million from last month.  The season-average s...

feed-grains

WASDE Corn

According to USDA:  This month’s 2018/19 U.S. corn outlook is for lower corn used for ethanol, reduced exports, and larger stocks.  Corn used to produce ethanol is lowered 25 million bushels to 5.550 billion based on the most recent data from the Grain Crushings and Co-Products...

India Doubles Down; Too Green

India Doubles Down Brazil and Australia have requested WTO dispute consultations with New Delhi, charging that India’s sugar subsidies exceed its commitment on domestic supports. The case follows a similar challenge by the U.S. on other crops. The reaction from the Modi government is to a...

Communist Marketing; GSP Retaliation; Limits on Trade Growth; IT Fight

Communist Marketing Russian Federal Customs Service official Rusian Davydov says he wants to extend the 2014 food embargo restriction to include meat and other livestock products from the U.S., EU and other countries. Meanwhile, his boss, Russian President Vladimir Putin, told the Federal Assem...

Leveraging Tariffs; China Rationale; Nobody Listens; Leadership Loss

Leveraging Tariffs President Trump announced the expected by saying India and Turkey will lose beneficiary status under the Generalized System of Preferences (GSP). The U.S. grants preferential tariff access under GSP to more than 100 countries. Removing Turkey’s eligibility is consistent...

soy-oilseeds

Soybean Sector Needs New Driver of Global Demand Growth

The main driver of both soybean import demand and soymeal consumption since 2000/01 has been China. Because of the recent trade dispute with the U.S. and other factors, however, that country is unlikely to be such a dominant factor in the global soy sector. As a result, other key markets must b...

Transatlantic Jostling; USMCA Campaign; Rebalancing Global Contributions

Transatlantic Jostling The Trump administration’s move to tighten sanctions on Cuba concurrently is aimed at Europe. U.S. National Security Advisor John Bolton has proclaimed measures against a “Troika of Tyranny”- Cuba, Venezuela and Nicaragua. However, Cuba is a more certain...

biofuel

E15; Biodiesel Credit; Tariff Checks and Balances

There’s been a spate of activity on Capitol Hill of late on some high-profile ag policy issues. Below is an end-of-the week recap. E15 Waiver In testimony before the House Ag Committee, USDA Secretary Sonny Perdue suggested that EPA was unlikely to finish the waiver for year-round E15 use...

feed-grains soy-oilseeds wheat

Ag Review - February 2019

WPI's monthly publication features analyses of U.S. agribusinesses, the U.S. farm equipment industry, the U.S. meat and livestock industry, the global outlook for farm inputs, and policy trends. It also provides a review of agribusiness stock prices along with expectations for future performanc...

wheat feed-grains soy-oilseeds

Black Sea Regional Analysis

Russian Grain Markets: 18-22 February 2019 Domestic grain prices fluctuated insignificantly, but the average milling wheat export price dropped $6/MT to $236/MT FOB Black Sea, and purchase prices fell to $207-209/MT CPT-Black Sea port. The average feed barley export price decreased to $221/MT F...

Drowning Transatlantic; Geneva Ag Discussions; Bilateral Stunts

Drowning Transatlantic At 8.4 kilometers (5.2 miles) deep, the Puerto Rico Trench is the deepest point in the North Atlantic Ocean. Transatlantic relations may be headed for an even deeper depression. The European Parliament voted against endorsing the trade mandate sought by Brussels for talks...

soy-oilseeds

Oilseed Highlights: Brazil’s Soybeans; U.S. Census Soymeal Data Revision; U.S. Soy Plantings; WASDE Soy Changes

Conab Reduces Brazilian Soybean Crop Estimate Conab, Brazil’s crop supply agency, today reduced its estimate for the country’s 2019 soybean crop by 1.6 percent from 115.343 MMT to 113.459 MMT. This change is based on an average yield of 3.168 MT/hectare (47.1 bushels/acre). Conab al...

soy-oilseeds

WASDE Soybeans

According to USDA: U.S. soybean supply and use changes for 2018/19 include higher crush and lower ending stocks compared with last month’s report.  With exports unchanged, soybean stocks are projected at 900 million bushels, down 10 million from last month.  The season-average s...

feed-grains

WASDE Corn

According to USDA:  This month’s 2018/19 U.S. corn outlook is for lower corn used for ethanol, reduced exports, and larger stocks.  Corn used to produce ethanol is lowered 25 million bushels to 5.550 billion based on the most recent data from the Grain Crushings and Co-Products...

India Doubles Down; Too Green

India Doubles Down Brazil and Australia have requested WTO dispute consultations with New Delhi, charging that India’s sugar subsidies exceed its commitment on domestic supports. The case follows a similar challenge by the U.S. on other crops. The reaction from the Modi government is to a...

Communist Marketing; GSP Retaliation; Limits on Trade Growth; IT Fight

Communist Marketing Russian Federal Customs Service official Rusian Davydov says he wants to extend the 2014 food embargo restriction to include meat and other livestock products from the U.S., EU and other countries. Meanwhile, his boss, Russian President Vladimir Putin, told the Federal Assem...

Leveraging Tariffs; China Rationale; Nobody Listens; Leadership Loss

Leveraging Tariffs President Trump announced the expected by saying India and Turkey will lose beneficiary status under the Generalized System of Preferences (GSP). The U.S. grants preferential tariff access under GSP to more than 100 countries. Removing Turkey’s eligibility is consistent...

soy-oilseeds

Soybean Sector Needs New Driver of Global Demand Growth

The main driver of both soybean import demand and soymeal consumption since 2000/01 has been China. Because of the recent trade dispute with the U.S. and other factors, however, that country is unlikely to be such a dominant factor in the global soy sector. As a result, other key markets must b...

Transatlantic Jostling; USMCA Campaign; Rebalancing Global Contributions

Transatlantic Jostling The Trump administration’s move to tighten sanctions on Cuba concurrently is aimed at Europe. U.S. National Security Advisor John Bolton has proclaimed measures against a “Troika of Tyranny”- Cuba, Venezuela and Nicaragua. However, Cuba is a more certain...

biofuel

E15; Biodiesel Credit; Tariff Checks and Balances

There’s been a spate of activity on Capitol Hill of late on some high-profile ag policy issues. Below is an end-of-the week recap. E15 Waiver In testimony before the House Ag Committee, USDA Secretary Sonny Perdue suggested that EPA was unlikely to finish the waiver for year-round E15 use...

feed-grains soy-oilseeds wheat

Ag Review - February 2019

WPI's monthly publication features analyses of U.S. agribusinesses, the U.S. farm equipment industry, the U.S. meat and livestock industry, the global outlook for farm inputs, and policy trends. It also provides a review of agribusiness stock prices along with expectations for future performanc...

wheat feed-grains soy-oilseeds

Black Sea Regional Analysis

Russian Grain Markets: 18-22 February 2019 Domestic grain prices fluctuated insignificantly, but the average milling wheat export price dropped $6/MT to $236/MT FOB Black Sea, and purchase prices fell to $207-209/MT CPT-Black Sea port. The average feed barley export price decreased to $221/MT F...

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