World Perspectives

Recent Russia Analysis

feed-grains soy-oilseeds wheat

Where Have All the Bulls Gone?

It has been a very tough few weeks for grain and soy market bulls, assuming there are still any left. Those markets have been in a rather steady retreat with hardly any respite, although they have managed a bounce today. Along the way, the wheat and corn markets have set a series of new contrac...

wheat feed-grains

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MIDDLE EAST/MEDITERRANEAN COMMENTS The Egyptian GASC has rejected a shipment of Romanian wheat, saying that it does not meet tender specifications. The falling number analysis shows 130 seconds, while the tender standard is 200 seconds. Falling number is important in bread baki...

wheat

WASDE Wheat

According to USDA: The outlook for 2018/19 U.S. wheat this month is for larger supplies, lower exports, reduced domestic use, and higher ending stocks.  Supplies are increased by 5 million bushels on higher imports.  Wheat exports are lowered 35 million bushels to 965 million with red...

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...

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...

wheat feed-grains soy-oilseeds

Southeast Europe Regional Analysis

Milling Wheat The Black Sea market was under pressure last week as it followed the decline of the EU and U.S. markets. Russia is exporting about 500 KMT per week, bringing the cumulated total since the start of campaign to 29 MMT as of the end of February. The big question is whether it can exp...

feed-grains soy-oilseeds wheat

Market Commentary

More positive news during the weekend regarding the prospects for an agreement to end the U.S.-China trade conflict buoyed the soybean complex both last night and early in today’s session. China also said late Friday that it will purchase another 10 MMT of U.S. soybeans. The news that Pre...

wheat soy-oilseeds

U.S. Wheat Supply and Demand – A Fresh Look

If there was surprise contained in the array of USDA reports released last Friday, it was how unremarkable they were. Analysts (including this one) assumed that within such a variety of data, there must be a few market-moving surprises. However, that was not the case. Pre-report expectations we...

feed-grains soy-oilseeds wheat

Market Commentary

Markets started the week lower in the Sunday evening session with soybeans the weakest followed by wheat and corn. The lower pattern continued through to today’s market, but the losses in soybeans and wheat worsened. Soybeans eventually closed down 8-9.5 cents, but Chicago wheat managed t...

feed-grains soy-oilseeds wheat

USDA Reports Simply More of the Same

All had been hoping that the long-awaited USDA reports released today (originally scheduled for publication on 11 January) would reveal new insight, create some new market expectations or inspire the markets. Unfortunately, none of this was realized. Instead, they provided much of what had been...

wheat

WASDE Wheat

According to USDA: Projected 2018/19 wheat ending stocks are raised 36 million bushels on reduced feed and residual use and lower seed use.  Feed and residual use is lowered 30 million bushels on larger than expected second-quarter stocks reported in today’s NASS Grain Stocks report...

feed-grains soy-oilseeds wheat

Where Have All the Bulls Gone?

It has been a very tough few weeks for grain and soy market bulls, assuming there are still any left. Those markets have been in a rather steady retreat with hardly any respite, although they have managed a bounce today. Along the way, the wheat and corn markets have set a series of new contrac...

wheat feed-grains

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MIDDLE EAST/MEDITERRANEAN COMMENTS The Egyptian GASC has rejected a shipment of Romanian wheat, saying that it does not meet tender specifications. The falling number analysis shows 130 seconds, while the tender standard is 200 seconds. Falling number is important in bread baki...

wheat

WASDE Wheat

According to USDA: The outlook for 2018/19 U.S. wheat this month is for larger supplies, lower exports, reduced domestic use, and higher ending stocks.  Supplies are increased by 5 million bushels on higher imports.  Wheat exports are lowered 35 million bushels to 965 million with red...

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...

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...

wheat feed-grains soy-oilseeds

Southeast Europe Regional Analysis

Milling Wheat The Black Sea market was under pressure last week as it followed the decline of the EU and U.S. markets. Russia is exporting about 500 KMT per week, bringing the cumulated total since the start of campaign to 29 MMT as of the end of February. The big question is whether it can exp...

feed-grains soy-oilseeds wheat

Market Commentary

More positive news during the weekend regarding the prospects for an agreement to end the U.S.-China trade conflict buoyed the soybean complex both last night and early in today’s session. China also said late Friday that it will purchase another 10 MMT of U.S. soybeans. The news that Pre...

wheat soy-oilseeds

U.S. Wheat Supply and Demand – A Fresh Look

If there was surprise contained in the array of USDA reports released last Friday, it was how unremarkable they were. Analysts (including this one) assumed that within such a variety of data, there must be a few market-moving surprises. However, that was not the case. Pre-report expectations we...

feed-grains soy-oilseeds wheat

Market Commentary

Markets started the week lower in the Sunday evening session with soybeans the weakest followed by wheat and corn. The lower pattern continued through to today’s market, but the losses in soybeans and wheat worsened. Soybeans eventually closed down 8-9.5 cents, but Chicago wheat managed t...

feed-grains soy-oilseeds wheat

USDA Reports Simply More of the Same

All had been hoping that the long-awaited USDA reports released today (originally scheduled for publication on 11 January) would reveal new insight, create some new market expectations or inspire the markets. Unfortunately, none of this was realized. Instead, they provided much of what had been...

wheat

WASDE Wheat

According to USDA: Projected 2018/19 wheat ending stocks are raised 36 million bushels on reduced feed and residual use and lower seed use.  Feed and residual use is lowered 30 million bushels on larger than expected second-quarter stocks reported in today’s NASS Grain Stocks report...

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