World Perspectives

Recent South America Analysis

soy-oilseeds

Oilseed Highlights: China’s Soybean Purchases; Southeast Asia’s Concerns; South American Soy Updates

China Deciding What to Do with Unshipped U.S. Soybean Purchases Now that trade negotiations with the U.S. have broken down, the Chinese government is apparently now deciding what to do with the more than 7 MMT of unshipped soybeans it has purchased from the U.S. Unconfirmed reports indicate Chi...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans Market Overview The U.S. trade war has been leading the soybean market for several months, but the latest developments (for the worse) have certainly enhanced the market’s focus on it. The Chinese decided to move on Brazilian soybeans last week and secured some Argentine origin a...

FOB Prices and Freight Rate App (Updated 20 May)

Update for 20 May: Prices/data updated through Friday's close.   4 May Update: Pushed a user interface change and improved app responsiveness. Data updated to reflect prices through Friday's close.  Launch Information:  WPI is proud to introduce our FOB Prices and Ocea...

Interactive Ocean Freight Rates (Updated 20 May)

Update for 20 May 2019:  Data updated for all listed routes. Let us know if you have any questions, comments, or suggestions!      Update for 26 April 2019: Weekly data updates have been pushed, along with new routes added from the U.S. Pacific Northwest (PNW). Enjoy! ...

China Forces Trump Hand; Global Readjustment; Turkey Signaling

China Forces Trump Hand He has tried to take on the world singlehandedly, but China’s resistance has forced President Trump to back off on his objectives elsewhere. Farmers, Republicans and the U.S. economy can only handle so much controversy at once. He was forced to end tariffs on steel...

feed-grains soy-oilseeds wheat

Market Commentary

  After yesterday’s pause, grain markets shot higher today and pulled the soy complex along for the ride. The weather remains a focus with fund short covering and commercial hedge buying contributing to the rally. While the fundamentals (as most recently reported by USDA) remain bear...

soy-oilseeds

Oilseed Highlights: Correction on Argentine Soymeal to the U.S.; U.S. Soy Export Sales

Correction: Argentine Soymeal Not Headed to U.S. On Tuesday it was indicated that a ship lineup provided by the NABSA shipping agency in Argentina included shipments of soymeal totaling 92,178 MT headed to the U.S. The agency’s lineup was reported by Thomson Reuters. However, NABSA now in...

feed-grains soy-oilseeds wheat

Market Commentary

In market analysis, technical indicators and chart patterns often precede major changes in fundamental supply/demand relationships. One theory why this occurs is that the collective wisdom of the market recognizes small but important changes in the fundamentals before they have exerted their ev...

soy-oilseeds feed-grains

China In-Country Analysis

Oilseeds Soymeal Inventory Continues to Drop The nationwide estimated soymeal inventory tumbled further following the five-day Labor Day holiday celebrations (1-5 May) to reach 590,700 MT as of 10 May 2019, a drop of 31,500 MT (-5.1 percent) from the last full week in April. While official data...

feed-grains soy-oilseeds wheat

Market Changes Ahead?

U.S. trade policy has been a constant companion for grain and soy markets virtually every day since President Trump was inaugurated in January 2017. One of his first moves was to pull the U.S out of the pending Trans-Pacific Trade Partnership (TTP) agreement among Pacific Rim countries. He then...

soy-oilseeds

Oilseed Highlights: Argentine Soymeal Headed to U.S.; Tough Times for U.S. Soybean Sector

Argentine Soymeal Headed to U.S. Despite expectations that the U.S. will have a record volume of soybeans at the end of August, the NBSA shipping agency in Argentina reported last week that cargoes (92,178 MT) of Argentine soymeal are now headed there. Assuming the agency’s data is accura...

feed-grains soy-oilseeds wheat

Market Commentary

Markets opened weak again Sunday evening. Corn and soybeans were down 3-4 cents and 8-9 cents, respectively. Meanwhile, wheat was 3 cents lower in KC while down 1-2 cents in Chicago and Minneapolis. The lower prices reflected the lack of any apparent progress in U.S.-China trade talks last Frid...

soy-oilseeds

Oilseed Highlights: China’s Soybean Purchases; Southeast Asia’s Concerns; South American Soy Updates

China Deciding What to Do with Unshipped U.S. Soybean Purchases Now that trade negotiations with the U.S. have broken down, the Chinese government is apparently now deciding what to do with the more than 7 MMT of unshipped soybeans it has purchased from the U.S. Unconfirmed reports indicate Chi...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans Market Overview The U.S. trade war has been leading the soybean market for several months, but the latest developments (for the worse) have certainly enhanced the market’s focus on it. The Chinese decided to move on Brazilian soybeans last week and secured some Argentine origin a...

FOB Prices and Freight Rate App (Updated 20 May)

Update for 20 May: Prices/data updated through Friday's close.   4 May Update: Pushed a user interface change and improved app responsiveness. Data updated to reflect prices through Friday's close.  Launch Information:  WPI is proud to introduce our FOB Prices and Ocea...

Interactive Ocean Freight Rates (Updated 20 May)

Update for 20 May 2019:  Data updated for all listed routes. Let us know if you have any questions, comments, or suggestions!      Update for 26 April 2019: Weekly data updates have been pushed, along with new routes added from the U.S. Pacific Northwest (PNW). Enjoy! ...

China Forces Trump Hand; Global Readjustment; Turkey Signaling

China Forces Trump Hand He has tried to take on the world singlehandedly, but China’s resistance has forced President Trump to back off on his objectives elsewhere. Farmers, Republicans and the U.S. economy can only handle so much controversy at once. He was forced to end tariffs on steel...

feed-grains soy-oilseeds wheat

Market Commentary

  After yesterday’s pause, grain markets shot higher today and pulled the soy complex along for the ride. The weather remains a focus with fund short covering and commercial hedge buying contributing to the rally. While the fundamentals (as most recently reported by USDA) remain bear...

soy-oilseeds

Oilseed Highlights: Correction on Argentine Soymeal to the U.S.; U.S. Soy Export Sales

Correction: Argentine Soymeal Not Headed to U.S. On Tuesday it was indicated that a ship lineup provided by the NABSA shipping agency in Argentina included shipments of soymeal totaling 92,178 MT headed to the U.S. The agency’s lineup was reported by Thomson Reuters. However, NABSA now in...

feed-grains soy-oilseeds wheat

Market Commentary

In market analysis, technical indicators and chart patterns often precede major changes in fundamental supply/demand relationships. One theory why this occurs is that the collective wisdom of the market recognizes small but important changes in the fundamentals before they have exerted their ev...

soy-oilseeds feed-grains

China In-Country Analysis

Oilseeds Soymeal Inventory Continues to Drop The nationwide estimated soymeal inventory tumbled further following the five-day Labor Day holiday celebrations (1-5 May) to reach 590,700 MT as of 10 May 2019, a drop of 31,500 MT (-5.1 percent) from the last full week in April. While official data...

feed-grains soy-oilseeds wheat

Market Changes Ahead?

U.S. trade policy has been a constant companion for grain and soy markets virtually every day since President Trump was inaugurated in January 2017. One of his first moves was to pull the U.S out of the pending Trans-Pacific Trade Partnership (TTP) agreement among Pacific Rim countries. He then...

soy-oilseeds

Oilseed Highlights: Argentine Soymeal Headed to U.S.; Tough Times for U.S. Soybean Sector

Argentine Soymeal Headed to U.S. Despite expectations that the U.S. will have a record volume of soybeans at the end of August, the NBSA shipping agency in Argentina reported last week that cargoes (92,178 MT) of Argentine soymeal are now headed there. Assuming the agency’s data is accura...

feed-grains soy-oilseeds wheat

Market Commentary

Markets opened weak again Sunday evening. Corn and soybeans were down 3-4 cents and 8-9 cents, respectively. Meanwhile, wheat was 3 cents lower in KC while down 1-2 cents in Chicago and Minneapolis. The lower prices reflected the lack of any apparent progress in U.S.-China trade talks last Frid...

Select Filters to Apply

  • Markets
  • Publications

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up