World Perspectives

Recent South America Analysis

FOB Prices and Freight Rate App (Updated 22 November)

Update for 22 November 2019: All other routes/offers updated through the day's close.  Note: Due to client request, WPI has added data for corn prices FOB France, Russia, and a general Black Sea price.   Freight Comments for 21 November 2019: Jay O’Neil, O’Neil Commodity...

Interactive Ocean Freight Rates (Updated 22 November)

Data Updated Through: 22 November 2019 Note: Due to client request, WPI has started including rates for 60,000 MT vessels from Russia and Ukraine to Egypt.  Ocean Freight Insights and Comments - 21 November 2019 By Jay O'Neil Commodity Consulting Many analysts have been using the term &ldq...

soy-oilseeds feed-grains wheat

Oilseed Highlights: Egypt's Soybean Production, DDGS Exports to Australia and New Zealand

Egypt Wants to Double Soybean Production The government of Egypt has announced its plan to more than double its production of soybeans to reduce its dependence on vegoil imports. The government says the country produced 59,000 MT of soybeans in 2018/19 from 14,800 hectares. Its goal is to plant...

Trouble Targeting

USDA has targeted select foreign markets for increased attention this year, including sending trade missions to solicit sales. The success to date has been mixed. In part this is due to head winds such as the high value of the dollar and slower economic growth in countries impacted by the trade...

feed-grains wheat soy-oilseeds

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MEDITERRANEAN/MIDDLE EAST COMMENTS It looks to be good news for grain importers as most experts in the ocean freight business are expecting dry-bulk freight rates to be steady to lower over the next year. The long expected rally in prices due to new low-sulfur requirement level...

feed-grains soy-oilseeds wheat

Market Commentary

Trading at the CBOT was dominated by selling in corn and soybeans, with some support in the wheat complex, though much of that was likely the result of corn/soybeans being bear spread against wheat. Funds were net wheat buyers, securing an estimated 6,000 contracts, while selling 15,000 contrac...

feed-grains wheat

Mercosur Regional Analysis

Wheat At the start of the wheat campaign, everything was set for a bumper crop. Good prices, good soil moisture, and high investment in inputs (fertilizer, herbicide, etc.) were pointing to above-average yields. However, the weather did not cooperate during the growing season and the effects ar...

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...

feed-grains soy-oilseeds wheat

Market Commentary

Spread activity was the main CBOT driver today, with traders initially buying soybeans and selling wheat and corn. Long soymeal/short soyoil trading was notable as well. Disappointing export sales for corn and wheat triggered liquidation in those two commodities. Soybeans had gotten cheap enoug...

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...

China versus USMCA; Global MRL’s

China versus USMCA The U.S. Congressional calendar is tight and Trump trade negotiators only have so much band width. This is leading some in the Washington trade community to speculate that the White House will emphasize USMCA passage in the next few weeks. President Trump has backed away from...

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...

FOB Prices and Freight Rate App (Updated 22 November)

Update for 22 November 2019: All other routes/offers updated through the day's close.  Note: Due to client request, WPI has added data for corn prices FOB France, Russia, and a general Black Sea price.   Freight Comments for 21 November 2019: Jay O’Neil, O’Neil Commodity...

Interactive Ocean Freight Rates (Updated 22 November)

Data Updated Through: 22 November 2019 Note: Due to client request, WPI has started including rates for 60,000 MT vessels from Russia and Ukraine to Egypt.  Ocean Freight Insights and Comments - 21 November 2019 By Jay O'Neil Commodity Consulting Many analysts have been using the term &ldq...

soy-oilseeds feed-grains wheat

Oilseed Highlights: Egypt's Soybean Production, DDGS Exports to Australia and New Zealand

Egypt Wants to Double Soybean Production The government of Egypt has announced its plan to more than double its production of soybeans to reduce its dependence on vegoil imports. The government says the country produced 59,000 MT of soybeans in 2018/19 from 14,800 hectares. Its goal is to plant...

Trouble Targeting

USDA has targeted select foreign markets for increased attention this year, including sending trade missions to solicit sales. The success to date has been mixed. In part this is due to head winds such as the high value of the dollar and slower economic growth in countries impacted by the trade...

feed-grains wheat soy-oilseeds

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MEDITERRANEAN/MIDDLE EAST COMMENTS It looks to be good news for grain importers as most experts in the ocean freight business are expecting dry-bulk freight rates to be steady to lower over the next year. The long expected rally in prices due to new low-sulfur requirement level...

feed-grains soy-oilseeds wheat

Market Commentary

Trading at the CBOT was dominated by selling in corn and soybeans, with some support in the wheat complex, though much of that was likely the result of corn/soybeans being bear spread against wheat. Funds were net wheat buyers, securing an estimated 6,000 contracts, while selling 15,000 contrac...

feed-grains wheat

Mercosur Regional Analysis

Wheat At the start of the wheat campaign, everything was set for a bumper crop. Good prices, good soil moisture, and high investment in inputs (fertilizer, herbicide, etc.) were pointing to above-average yields. However, the weather did not cooperate during the growing season and the effects ar...

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...

feed-grains soy-oilseeds wheat

Market Commentary

Spread activity was the main CBOT driver today, with traders initially buying soybeans and selling wheat and corn. Long soymeal/short soyoil trading was notable as well. Disappointing export sales for corn and wheat triggered liquidation in those two commodities. Soybeans had gotten cheap enoug...

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...

China versus USMCA; Global MRL’s

China versus USMCA The U.S. Congressional calendar is tight and Trump trade negotiators only have so much band width. This is leading some in the Washington trade community to speculate that the White House will emphasize USMCA passage in the next few weeks. President Trump has backed away from...

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...

Select Filters to Apply

  • Markets
  • Publications

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up