World Perspectives

Recent South America Analysis

feed-grains soy-oilseeds wheat

Market Commentary

Soybeans quickly moved into the green during overnight trading and extended those gains early this morning. November soybeans finished that session 9.75 cents higher, which lent modest support to corn (up 1.75 cents) and wheat (September SRW up 2.25) futures as well. The day session featured st...

FOB Prices and Freight Rate App (Updated 19 July)

Update for 19 July 2019: Data updated for all routes/origins.    Update for 17 July 2019:   Data added for Romanian corn and wheat FOB and CNF Egypt.  Data added for feed wheat FOB Black Sea and CNF various destinations.  Tweet  4 May Update: Pushed a user interfa...

Interactive Ocean Freight Rates (Updated 19 July)

Update 19 July 2019:  Data is updated for all origins/destinations.    Ocean Freight Insights and Comments - 18 July 2019 By Jay O'Neil Commodity Consulting The bulls got hold of the freight markets this week and pushed things higher. This was the biggest single week jump in the...

soy-oilseeds

Oilseed Highlights: U.S. Soy Export Sales; Higher Brazil Freight Rates; EU Rapeseed; India’s Monsoon Issue

Not Much Improvement in U.S. Soy Export Sales Last Week Today’s USDA export sales report indicated the week ending 11 July was another challenging one for the U.S. soy complex. However, soybean exports last week were the highest since the week ending 21 March 2019. The report indicated ne...

feed-grains soy-oilseeds wheat

Market Commentary

It was mostly a risk-off day as the prospects for better Midwest weather combined with continued technical selling sent prices lower. It may not be the bottom, but there may be hesitancy to get too far out ahead of the “real” prevented planting number. Moreover, it is still hot, and...

soy-oilseeds feed-grains

Mercosur Regional Analysis

Soybeans Brazil  The Brazilian market was almost entirely dead last week with Chinese buyers sidelined and not bidding on any position. Their absence has persisted for two weeks now, concerning several exporters. The situation is compounded by a lack of farmer selling (due to the strong Br...

biofuel

Welcome and Unwelcome Biodiesel Policies Are Moving, Albeit Slowly

Two major policy issues for biodiesel are on the docket: 1) a review of the countervailing duties (CVDs) on biodiesel imports from Argentina, and 2) the retroactive extension of the biodiesel tax credit (BTC). The most likely time frame for action on either appears to be in the fourth quarter o...

feed-grains soy-oilseeds wheat

The Long View

Grain traders from commodity fund managers to the big multinational agribusinesses have consistently complained about the lack of profitable trading opportunities during the past five years or so. Big crops and large stockpiles of corn, wheat and soybeans in both the U.S. and the world drove pr...

soy-oilseeds

WASDE Soyoil

USDA Notes: Global oilseed exports for 2019/20 are projected at 175.0 million tons, down slightly from last month.  Global oilseed ending stocks for 2019/20 are reduced 10.7 million tons to 119.5 million, mainly on lower soybean stocks for the United States, Argentina, and Brazil.  Th...

soy-oilseeds

WASDE Soymeal

USDA Notes: Beginning stocks are reduced with higher 2018/19 residual use more than offsetting lower crush and seed use.  Residual use for 2018/19 is raised based on indications in the June 28 Grain Stocks report combined with crush and export data through May.  The soybean meal price...

soy-oilseeds

WASDE Soybeans

USDA Notes: Soybean production for 2019/20 is projected at 3.845 billion bushels, down 305 million based on lower planted and harvested area in the June 28 Acreage report and on lower projected yields.  Harvested area, forecast at 79.3 million acres, is down 4.5 million from last month.&nb...

feed-grains

WASDE Corn

USDA Notes: This month’s 2019/20 U.S. corn outlook is for larger production and beginning stocks, greater feed and residual use, lower food, seed, and industrial (FSI) use, and increased ending stocks.  Corn beginning stocks are raised 145 million bushels, reflecting lower use foreca...

feed-grains soy-oilseeds wheat

Market Commentary

Soybeans quickly moved into the green during overnight trading and extended those gains early this morning. November soybeans finished that session 9.75 cents higher, which lent modest support to corn (up 1.75 cents) and wheat (September SRW up 2.25) futures as well. The day session featured st...

FOB Prices and Freight Rate App (Updated 19 July)

Update for 19 July 2019: Data updated for all routes/origins.    Update for 17 July 2019:   Data added for Romanian corn and wheat FOB and CNF Egypt.  Data added for feed wheat FOB Black Sea and CNF various destinations.  Tweet  4 May Update: Pushed a user interfa...

Interactive Ocean Freight Rates (Updated 19 July)

Update 19 July 2019:  Data is updated for all origins/destinations.    Ocean Freight Insights and Comments - 18 July 2019 By Jay O'Neil Commodity Consulting The bulls got hold of the freight markets this week and pushed things higher. This was the biggest single week jump in the...

soy-oilseeds

Oilseed Highlights: U.S. Soy Export Sales; Higher Brazil Freight Rates; EU Rapeseed; India’s Monsoon Issue

Not Much Improvement in U.S. Soy Export Sales Last Week Today’s USDA export sales report indicated the week ending 11 July was another challenging one for the U.S. soy complex. However, soybean exports last week were the highest since the week ending 21 March 2019. The report indicated ne...

feed-grains soy-oilseeds wheat

Market Commentary

It was mostly a risk-off day as the prospects for better Midwest weather combined with continued technical selling sent prices lower. It may not be the bottom, but there may be hesitancy to get too far out ahead of the “real” prevented planting number. Moreover, it is still hot, and...

soy-oilseeds feed-grains

Mercosur Regional Analysis

Soybeans Brazil  The Brazilian market was almost entirely dead last week with Chinese buyers sidelined and not bidding on any position. Their absence has persisted for two weeks now, concerning several exporters. The situation is compounded by a lack of farmer selling (due to the strong Br...

biofuel

Welcome and Unwelcome Biodiesel Policies Are Moving, Albeit Slowly

Two major policy issues for biodiesel are on the docket: 1) a review of the countervailing duties (CVDs) on biodiesel imports from Argentina, and 2) the retroactive extension of the biodiesel tax credit (BTC). The most likely time frame for action on either appears to be in the fourth quarter o...

feed-grains soy-oilseeds wheat

The Long View

Grain traders from commodity fund managers to the big multinational agribusinesses have consistently complained about the lack of profitable trading opportunities during the past five years or so. Big crops and large stockpiles of corn, wheat and soybeans in both the U.S. and the world drove pr...

soy-oilseeds

WASDE Soyoil

USDA Notes: Global oilseed exports for 2019/20 are projected at 175.0 million tons, down slightly from last month.  Global oilseed ending stocks for 2019/20 are reduced 10.7 million tons to 119.5 million, mainly on lower soybean stocks for the United States, Argentina, and Brazil.  Th...

soy-oilseeds

WASDE Soymeal

USDA Notes: Beginning stocks are reduced with higher 2018/19 residual use more than offsetting lower crush and seed use.  Residual use for 2018/19 is raised based on indications in the June 28 Grain Stocks report combined with crush and export data through May.  The soybean meal price...

soy-oilseeds

WASDE Soybeans

USDA Notes: Soybean production for 2019/20 is projected at 3.845 billion bushels, down 305 million based on lower planted and harvested area in the June 28 Acreage report and on lower projected yields.  Harvested area, forecast at 79.3 million acres, is down 4.5 million from last month.&nb...

feed-grains

WASDE Corn

USDA Notes: This month’s 2019/20 U.S. corn outlook is for larger production and beginning stocks, greater feed and residual use, lower food, seed, and industrial (FSI) use, and increased ending stocks.  Corn beginning stocks are raised 145 million bushels, reflecting lower use foreca...

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