World Perspectives

Recent South America Analysis

POTUS State Owned Enterprises; U.S.- Brazil Lite

POTUS State Owned Enterprises A key complaint by the U.S. is that China competes unfairly as a non-market economy, the latest being an order from Beijing to domestic air carriers that they need to buy aircraft manufactured by local companies. However, things aren’t much better when the Pr...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Soybeans  Last week was special as China suddenly allowed an unspecified volume of U.S. soybeans to be imported without their recent tariffs. The quota was different than previous ones as it applied to private companies as well as the state-owned COFCO and Sino Grain.  China’s p...

livestock

China Opens to U.S. Pork

China’s announcement last week that it would not add punitive tariffs on imports of pork from the U.S. was largely a necessary self-restraint. With nearly one third of the domestic herd culled and prices 40 percent higher, China has increased its pork import purchases. Key suppliers are t...

FOB Prices and Freight Rate App (Updated 13 September)

Update for 13 September 2019: All other routes/offers updated through the day's close.    Tweet Update for 1 August 2019: New routes added: Agrentina to Japan, Brazil to Japan 4 May Update: Pushed a user interface change and improved app responsiveness. Data updated to reflect pric...

Interactive Ocean Freight Rates (Updated 13 September)

Data Updated Through 13 September 2019   Ocean Freight Insights and Comments - 12 September 2019 By Jay O'Neil Commodity Consulting   It was another quiet week in Dry-Bulk markets, which means that rates softened a little. Quiet markets are not bullish. For the week, markets mostly ga...

soy-oilseeds

Brazil Needs Moisture

The dryness in Brazil’s soybean production areas is worth watching because there is a history to the situation. There are not the La Niña conditions for a larger adverse impact, but Brazilian soybean yields have historically been lowered when spring rains fail to provide enough moi...

soy-oilseeds feed-grains

Plenty of Grain and Oilseeds

The U.S. corn and soybean yields reported in today’s September WASDE were the first to use corn ear counts and weights plus soybean pod counts and weights from actual field surveys conducted by NASS scouts. As a result, NASS estimates that the national average corn yield will be 168.2 BPA...

soy-oilseeds

WASDE Soyoil

USDA soyoil estimates: The soybean oil price forecast is unchanged at 29.5 cents per pound...

soy-oilseeds

WASDE Soymeal

USDA soymeal estimates: The soybean meal price is projected at $305 per short ton, up $5.00. ...

soy-oilseeds

WASDE Soybeans

USDA soybean estimates: Soybean production is projected at 3.6 billion bushels, down 47 million on a lower yield forecast of 47.9 bushels per acre. With soybean crush and exports unchanged, ending stocks are projected at 640 million bushels, down 115 million from last month. The U.S. seaso...

feed-grains

WASDE Corn

USDA corn estimates: U.S. corn outlook is for reduced production in 2019/20, but slightly higher ending stocks because of lower corn used for ethanol. Corn production is forecast at 13.799 billion bushels, down 102 million from last month on a lower yield forecast of 168.2 bushels per acre.&nbs...

soy-oilseeds

Oilseed Highlights: China Buys U.S. Soybeans, Argentine Soymeal to China, Soy Export Sales, WASDE

Chinese Crushers Reportedly Buying U.S. Soybeans Trade sources indicated Chinese companies today purchased at least 600,000 MT of U.S. soybeans for shipment from the PNW in October through December. Apparently the Chinese government has granted five companies (Jiusan, Wilmar, Chinasea, Bohai an...

POTUS State Owned Enterprises; U.S.- Brazil Lite

POTUS State Owned Enterprises A key complaint by the U.S. is that China competes unfairly as a non-market economy, the latest being an order from Beijing to domestic air carriers that they need to buy aircraft manufactured by local companies. However, things aren’t much better when the Pr...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Soybeans  Last week was special as China suddenly allowed an unspecified volume of U.S. soybeans to be imported without their recent tariffs. The quota was different than previous ones as it applied to private companies as well as the state-owned COFCO and Sino Grain.  China’s p...

livestock

China Opens to U.S. Pork

China’s announcement last week that it would not add punitive tariffs on imports of pork from the U.S. was largely a necessary self-restraint. With nearly one third of the domestic herd culled and prices 40 percent higher, China has increased its pork import purchases. Key suppliers are t...

FOB Prices and Freight Rate App (Updated 13 September)

Update for 13 September 2019: All other routes/offers updated through the day's close.    Tweet Update for 1 August 2019: New routes added: Agrentina to Japan, Brazil to Japan 4 May Update: Pushed a user interface change and improved app responsiveness. Data updated to reflect pric...

Interactive Ocean Freight Rates (Updated 13 September)

Data Updated Through 13 September 2019   Ocean Freight Insights and Comments - 12 September 2019 By Jay O'Neil Commodity Consulting   It was another quiet week in Dry-Bulk markets, which means that rates softened a little. Quiet markets are not bullish. For the week, markets mostly ga...

soy-oilseeds

Brazil Needs Moisture

The dryness in Brazil’s soybean production areas is worth watching because there is a history to the situation. There are not the La Niña conditions for a larger adverse impact, but Brazilian soybean yields have historically been lowered when spring rains fail to provide enough moi...

soy-oilseeds feed-grains

Plenty of Grain and Oilseeds

The U.S. corn and soybean yields reported in today’s September WASDE were the first to use corn ear counts and weights plus soybean pod counts and weights from actual field surveys conducted by NASS scouts. As a result, NASS estimates that the national average corn yield will be 168.2 BPA...

soy-oilseeds

WASDE Soyoil

USDA soyoil estimates: The soybean oil price forecast is unchanged at 29.5 cents per pound...

soy-oilseeds

WASDE Soymeal

USDA soymeal estimates: The soybean meal price is projected at $305 per short ton, up $5.00. ...

soy-oilseeds

WASDE Soybeans

USDA soybean estimates: Soybean production is projected at 3.6 billion bushels, down 47 million on a lower yield forecast of 47.9 bushels per acre. With soybean crush and exports unchanged, ending stocks are projected at 640 million bushels, down 115 million from last month. The U.S. seaso...

feed-grains

WASDE Corn

USDA corn estimates: U.S. corn outlook is for reduced production in 2019/20, but slightly higher ending stocks because of lower corn used for ethanol. Corn production is forecast at 13.799 billion bushels, down 102 million from last month on a lower yield forecast of 168.2 bushels per acre.&nbs...

soy-oilseeds

Oilseed Highlights: China Buys U.S. Soybeans, Argentine Soymeal to China, Soy Export Sales, WASDE

Chinese Crushers Reportedly Buying U.S. Soybeans Trade sources indicated Chinese companies today purchased at least 600,000 MT of U.S. soybeans for shipment from the PNW in October through December. Apparently the Chinese government has granted five companies (Jiusan, Wilmar, Chinasea, Bohai an...

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