World Perspectives

Recent India Analysis

biofuel soy-oilseeds feed-grains

Policy Round Up

India Trade The Ministry of Commerce and Industry is reporting that progress is being made in trade negotiations with the U.S. and details could be forthcoming within a couple of weeks.   In fact, India is stepping up their trade agenda across the board. India moved this week on a tra...

SOE Reform, Maybe; BRICS Hypocrisy

SOE Reform, Maybe The Trump Administration has been decrying the dominance of state-owned enterprises (SOE’s) in China’s economy and now that nation’s State-Owned Assets Supervision and Administration Commission has released guidelines for reform. But the Commission is looking...

soy-oilseeds

Oilseed Highlights: Increased Brazilian Soymeal Exports, U.S. Domestic Soymeal Demand

U.S. Soymeal Exports to Face More Competition from Brazil The U.S. has faced aggressive competition in exporting soymeal from Brazil and Argentina for at least two decades. However, it appears the competition will intensify if the government of Brazil moves ahead with its plan to boost biodiese...

softs

Alternative Crops

U.S. cotton farmers are lamenting a season in which they planted a lot of acres, faced lower yields due to weather, lower prices due to competition from Brazil, and restricted markets due to the U.S. - China trade war. Still, natural fibers remain a buoyant market and cotton was always a fallba...

USMCA Trouble; Thai Troubles; Farmers versus the Facts

USMCA Trouble U.S. House Ways & Means trade subcommittee member Bill Pascrell (D-New Jersey) says he is leaning toward voting against USMCA because the Mexicans are not doing enough meaningful labor reform. Organized labor in the U.S. has taken a strong line, demanding actions by Mexico tha...

The End of U.S. Agricultural Exports; Labor Blocks USMCA

The End of U.S. Agricultural Exports Agriculture is the first sector receiving retaliation in trade disputes and there is no end in sight for trade wars. The Trump Administration contention that the U.S. has fared badly over the past 25 years of the WTO is not unique, it is largely shared by ma...

soy-oilseeds

Oilseed Highlights: India Vegoil, U.S. Soy Sales, Egypt Vegoil Tender, Argentine Election

India’s Vegoil Imports to Increase by 1 MMT Per Year B.V. Mehta, the head of India’s Solvent Extractors Association (SEA), says India imports of vegoil are expected to grow by an additional 1 MMT per year over the next five years. India already is the world’s top importer of v...

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...

soy-oilseeds

WASDE Soyoil

USDA Reports: The soybean oil price forecast is raised 0.5 cents to 30.0 cents per pound...

soy-oilseeds

WASDE Soybeans

USDA Reports:  U.S. oilseed production for 2019/20 is projected at 107.9 million tons, down 2.3 million from last month.  Soybean production is forecast at 3.6 billion bushels, down 83 million, mainly on lower yields.  The soybean yield is projected at 46.9 bushels per acre, down...

Impeachment Impacts; WPI and Impeachment; U.S. – India Negotiations

Impeachment Impacts President Trump has tried to characterize his House Democratic antagonists as ignoring the needs of the American people by instead focusing all their time on impeachment. House Speaker Nancy Pelosi responded by saying they will continue their work on the USMCA agreement. Ind...

soy-oilseeds

Oilseed Highlights: U.S. Soy Yield, Argentine Soy Crushers, Soy Export Sales, Indian Soy

The Case for an Average U.S. Soybean Yield Below USDA’s Forecast USDA’s most recent forecast for the average U.S. soybean yield in 2019 is 47.9 bushels per acre (3.22 MT/hectare). That is below the average of the last 3 years. However, is it still too high? A look at the most recent...

biofuel soy-oilseeds feed-grains

Policy Round Up

India Trade The Ministry of Commerce and Industry is reporting that progress is being made in trade negotiations with the U.S. and details could be forthcoming within a couple of weeks.   In fact, India is stepping up their trade agenda across the board. India moved this week on a tra...

SOE Reform, Maybe; BRICS Hypocrisy

SOE Reform, Maybe The Trump Administration has been decrying the dominance of state-owned enterprises (SOE’s) in China’s economy and now that nation’s State-Owned Assets Supervision and Administration Commission has released guidelines for reform. But the Commission is looking...

soy-oilseeds

Oilseed Highlights: Increased Brazilian Soymeal Exports, U.S. Domestic Soymeal Demand

U.S. Soymeal Exports to Face More Competition from Brazil The U.S. has faced aggressive competition in exporting soymeal from Brazil and Argentina for at least two decades. However, it appears the competition will intensify if the government of Brazil moves ahead with its plan to boost biodiese...

softs

Alternative Crops

U.S. cotton farmers are lamenting a season in which they planted a lot of acres, faced lower yields due to weather, lower prices due to competition from Brazil, and restricted markets due to the U.S. - China trade war. Still, natural fibers remain a buoyant market and cotton was always a fallba...

USMCA Trouble; Thai Troubles; Farmers versus the Facts

USMCA Trouble U.S. House Ways & Means trade subcommittee member Bill Pascrell (D-New Jersey) says he is leaning toward voting against USMCA because the Mexicans are not doing enough meaningful labor reform. Organized labor in the U.S. has taken a strong line, demanding actions by Mexico tha...

The End of U.S. Agricultural Exports; Labor Blocks USMCA

The End of U.S. Agricultural Exports Agriculture is the first sector receiving retaliation in trade disputes and there is no end in sight for trade wars. The Trump Administration contention that the U.S. has fared badly over the past 25 years of the WTO is not unique, it is largely shared by ma...

soy-oilseeds

Oilseed Highlights: India Vegoil, U.S. Soy Sales, Egypt Vegoil Tender, Argentine Election

India’s Vegoil Imports to Increase by 1 MMT Per Year B.V. Mehta, the head of India’s Solvent Extractors Association (SEA), says India imports of vegoil are expected to grow by an additional 1 MMT per year over the next five years. India already is the world’s top importer of v...

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...

soy-oilseeds

WASDE Soyoil

USDA Reports: The soybean oil price forecast is raised 0.5 cents to 30.0 cents per pound...

soy-oilseeds

WASDE Soybeans

USDA Reports:  U.S. oilseed production for 2019/20 is projected at 107.9 million tons, down 2.3 million from last month.  Soybean production is forecast at 3.6 billion bushels, down 83 million, mainly on lower yields.  The soybean yield is projected at 46.9 bushels per acre, down...

Impeachment Impacts; WPI and Impeachment; U.S. – India Negotiations

Impeachment Impacts President Trump has tried to characterize his House Democratic antagonists as ignoring the needs of the American people by instead focusing all their time on impeachment. House Speaker Nancy Pelosi responded by saying they will continue their work on the USMCA agreement. Ind...

soy-oilseeds

Oilseed Highlights: U.S. Soy Yield, Argentine Soy Crushers, Soy Export Sales, Indian Soy

The Case for an Average U.S. Soybean Yield Below USDA’s Forecast USDA’s most recent forecast for the average U.S. soybean yield in 2019 is 47.9 bushels per acre (3.22 MT/hectare). That is below the average of the last 3 years. However, is it still too high? A look at the most recent...

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