World Perspectives

Recent South America Analysis

feed-grains soy-oilseeds wheat

Market Commentary

The CBOT continued its strength on Wednesday, buoyed largely by rising Russian/Ukrainian FOB wheat prices and continued strength in the Brazilian real. Despite improving weather for Europe and the Black Sea region, the market remains concerned about Black Sea supplies, especially after Ukrainia...

feed-grains soy-oilseeds livestock

China In-Country Analysis

Livestock Ministry of Ag Reports Hog Inventories by Province China’s Ministry of Agriculture and Rural Affairs (MARA) recently released provincial level figures for the first quarter of this year for the country’s hog inventories. The top fifteen provinces in China through March acc...

feed-grains soy-oilseeds wheat

Market Commentary

News came overnight that China booked two-three cargoes of soybeans from the U.S. PNW, despite yesterday’s indications that the Chinese government was suspending purchases by its state-owned enterprises. The USDA-confirmed sales boosted the soybean market and put the complex on a track hi...

FOB Prices and Freight Rate App (Updated 2 June)

Update for 2 June 2020: Prices updated through the day's close.   Freight Comments for 28 May 2020: Jay O’Neil, O’Neil Commodity Consulting Baltic Dry-Bulk indices jumped 7-10 percent this week. That sounds like a big improvement, but one must recognize that the market star...

Interactive Ocean Freight Rates (Updated 2 June)

Data Updated Through: 2 June 2020   Ocean Freight Insights and Comments - 28 May 2020 By Jay O'Neil Commodity Consulting Baltic Dry-Bulk indices jumped 7-10 percent this week. That sounds like a big improvement, but one must recognize that the market started at exceptionally low level...

feed-grains soy-oilseeds wheat

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MEDITERRANEAN/MIDDLE EAST/NORTH AFRICA  Pakistan’s Gwadar Port, west of Karachi, has received its first vessel of wheat and fertilizer that is being transshipped by truck to Afghanistan. Gwadar is a deep draft port that can handle large vessels and offers a shorter r...

feed-grains soy-oilseeds wheat

Market Commentary

The most significant development in today’s CBOT trade is that soybeans finished with only quarter-cent losses despite rumors of a cessation in Chinese purchases. The markets opened higher on Sunday night but found selling pressure in the wee hours of the morning as Bloomberg reported tha...

Phase One Trade Deal in the Middle of U.S. China Tensions

As protests turn to urban riots in a number of U.S. cities, the social media rhetoric from China has been ratcheted up a notch trolling the U.S., including posts from the Chinese foreign ministry drawing parallels to the U.S. position on the protests in Hong Kong. As we’ve noted previousl...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Macroeconomics The macro situation in Argentina is really complicated. The quarantine started on 19 March and since then almost 60-70 percent of the industries and the shops have not been allowed to open/operate. The economic contraction is huge – the largest in several decades. Companies...

feed-grains soy-oilseeds wheat

Market Commentary

The two biggest impacts on commodity prices right now are politics and the weather, with the latter oddly being more predictable. U.S. President Donald Trump held off his press announcement regarding China until after the market closed but prices were still pressured by it all day.  The li...

feed-grains soy-oilseeds wheat

Ag Review - May 2020

WPI's monthly publication features a review of the past month's market and policy developments. This issue looks at the COVID-19 impact on workers in the food sector, the interrelationship between supply/demand and exchange rates, developments in the Middle East, North Africa and China, details...

feed-grains soy-oilseeds wheat

Market Commentary

Chicago and Wall Street both seemed to mostly ignore the geopolitical tensions between Beijing and Washington. Chicago traded as called with spreads reversing some of the overwrought short corn, long beans. The funds raced to pare back the corn shorts as charts flashed the end to that commodity...

feed-grains soy-oilseeds wheat

Market Commentary

The CBOT continued its strength on Wednesday, buoyed largely by rising Russian/Ukrainian FOB wheat prices and continued strength in the Brazilian real. Despite improving weather for Europe and the Black Sea region, the market remains concerned about Black Sea supplies, especially after Ukrainia...

feed-grains soy-oilseeds livestock

China In-Country Analysis

Livestock Ministry of Ag Reports Hog Inventories by Province China’s Ministry of Agriculture and Rural Affairs (MARA) recently released provincial level figures for the first quarter of this year for the country’s hog inventories. The top fifteen provinces in China through March acc...

feed-grains soy-oilseeds wheat

Market Commentary

News came overnight that China booked two-three cargoes of soybeans from the U.S. PNW, despite yesterday’s indications that the Chinese government was suspending purchases by its state-owned enterprises. The USDA-confirmed sales boosted the soybean market and put the complex on a track hi...

FOB Prices and Freight Rate App (Updated 2 June)

Update for 2 June 2020: Prices updated through the day's close.   Freight Comments for 28 May 2020: Jay O’Neil, O’Neil Commodity Consulting Baltic Dry-Bulk indices jumped 7-10 percent this week. That sounds like a big improvement, but one must recognize that the market star...

Interactive Ocean Freight Rates (Updated 2 June)

Data Updated Through: 2 June 2020   Ocean Freight Insights and Comments - 28 May 2020 By Jay O'Neil Commodity Consulting Baltic Dry-Bulk indices jumped 7-10 percent this week. That sounds like a big improvement, but one must recognize that the market started at exceptionally low level...

feed-grains soy-oilseeds wheat

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MEDITERRANEAN/MIDDLE EAST/NORTH AFRICA  Pakistan’s Gwadar Port, west of Karachi, has received its first vessel of wheat and fertilizer that is being transshipped by truck to Afghanistan. Gwadar is a deep draft port that can handle large vessels and offers a shorter r...

feed-grains soy-oilseeds wheat

Market Commentary

The most significant development in today’s CBOT trade is that soybeans finished with only quarter-cent losses despite rumors of a cessation in Chinese purchases. The markets opened higher on Sunday night but found selling pressure in the wee hours of the morning as Bloomberg reported tha...

Phase One Trade Deal in the Middle of U.S. China Tensions

As protests turn to urban riots in a number of U.S. cities, the social media rhetoric from China has been ratcheted up a notch trolling the U.S., including posts from the Chinese foreign ministry drawing parallels to the U.S. position on the protests in Hong Kong. As we’ve noted previousl...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Macroeconomics The macro situation in Argentina is really complicated. The quarantine started on 19 March and since then almost 60-70 percent of the industries and the shops have not been allowed to open/operate. The economic contraction is huge – the largest in several decades. Companies...

feed-grains soy-oilseeds wheat

Market Commentary

The two biggest impacts on commodity prices right now are politics and the weather, with the latter oddly being more predictable. U.S. President Donald Trump held off his press announcement regarding China until after the market closed but prices were still pressured by it all day.  The li...

feed-grains soy-oilseeds wheat

Ag Review - May 2020

WPI's monthly publication features a review of the past month's market and policy developments. This issue looks at the COVID-19 impact on workers in the food sector, the interrelationship between supply/demand and exchange rates, developments in the Middle East, North Africa and China, details...

feed-grains soy-oilseeds wheat

Market Commentary

Chicago and Wall Street both seemed to mostly ignore the geopolitical tensions between Beijing and Washington. Chicago traded as called with spreads reversing some of the overwrought short corn, long beans. The funds raced to pare back the corn shorts as charts flashed the end to that commodity...

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