World Perspectives

Recent South America Analysis

feed-grains soy-oilseeds wheat

Market Commentary: Defensive into the Holiday

With crops in short supply and weather far from perfect, traders did not want to be short corn, wheat, and soybeans going into a three-day hiatus in trading. While today’s gains were modest, July soybeans ended the week up 27 cents, while July corn is down 1.5 cents, and July SRW lost 11...

feed-grains soy-oilseeds wheat

Market Commentary: Truth Telling and Caution

An overly cautious market let go of the tease that Russia might negotiate the exit of Ukrainian grain. Vladimir Putin cannot abide the UN’s wishes because it would betray his contention that it is Western sanctions that are causing the food security problem. There was also some positionin...

FOB Prices and Freight Rate App (Updated 25 May)

Ocean Freight Comments - 19 May 2022 By Jay O'Neil Commodity Consulting I have not seen a significant uptick in cargo demand this week, but dry-bulk paper traders in the FFA market tried to keep last week’s rally going and managed to close the week with small gains. Physical markets have...

Interactive Ocean Freight Rates (Updated 25 May)

Ocean Freight Comments - 19 May 2022 By Jay O'Neil Commodity Consulting I have not seen a significant uptick in cargo demand this week, but dry-bulk paper traders in the FFA market tried to keep last week’s rally going and managed to close the week with small gains. Physical markets have...

feed-grains soy-oilseeds wheat

Market Commentary: Corn Falls as China Approves Brazilian Imports; Wheat Falls on Technical Selling, Acreage Switch Fears

The CBOT waivered again on Tuesday with corn and wheat posting losses for the day while soybeans firmed once again. News that China is likely to soon approve an agreement on phytosanitary conditions to import corn from Brazil put corn on the defensive for the day. Moreover, corn and wheat both...

feed-grains soy-oilseeds wheat

Market Commentary: Grains Rally as Russia Rejects Ukrainian Export Corridors; U.S. Corn, Soy Planting Makes Strong Progress

CBOT grains posted slight gains for the day while the soy complex worked its way lower as traders unwound long grain/short soy spreads that were placed last week. Wheat moved higher on news that Russia will not allow the export of Ukrainian grain via the Black Sea unless NATO suspends its econo...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Corn Currently, Argentina’s corn harvest is 27.4 percent complete after advancing another 1 percent last week. The harvest is significantly delayed compared to recent years, primarily due to high moisture content of the grain and farmers’ focus on harvesting soybeans first. The grea...

feed-grains soy-oilseeds wheat

Market Commentary: Wheat Limit-Up on India’s Export Ban; Corn Rallies on Brazilian Drought/Frost Risk

Over the weekend, India announced a ban on wheat exports following the massive heat waves that have severely hurt the country’s yields. Before the ban, India was expected to be a marginal but significant – especially this year – exporter of about 10 MMT. USDA’s May WASDE...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Wheat Amid controversy and conflicting opinions, the Argentine government authorized the planting and commercialization of transgenic (genetically modified, or GM) wheat - Bioceres’s HB4 variety. Most of the concerns against the authorization are not about consumption of GM products, but...

soy-oilseeds

WASDE Soyoil

SOYOIL:  USDA's outlook is for global oilseed production in 2022/23 to be 647.1 million tons, rising 50.3 million from last marketing year when droughts impacted South American soybean production and the Canadian canola crop.  U.S. soybean oil prices are forecast to average 70 cents p...

soy-oilseeds

WASDE Soymeal

SOYMEAL: USDA’s outlooks is for the U.S. soybean crush in 2022/23 to be 2.26 billion bushels, up 40 million from the 2021/22 forecast.  Domestic soybean meal disappearance is forecast to increase 2 percent from 2021/22 with low soybean meal prices relative to corn.  U.S. soybean...

soy-oilseeds

WASDE Soybeans

SOYBEANS:  USDA’s outlook is that the U.S. soybean crop in 2022/23 will be at 4.64 billion bushels, up 5 percent from last year.  U.S. ending stocks for 2022/23 are projected at 310 million bushels, up 75 million from the revised 2021/22 forecast. The 2022/23 U.S. season-average...

feed-grains soy-oilseeds wheat

Market Commentary: Defensive into the Holiday

With crops in short supply and weather far from perfect, traders did not want to be short corn, wheat, and soybeans going into a three-day hiatus in trading. While today’s gains were modest, July soybeans ended the week up 27 cents, while July corn is down 1.5 cents, and July SRW lost 11...

feed-grains soy-oilseeds wheat

Market Commentary: Truth Telling and Caution

An overly cautious market let go of the tease that Russia might negotiate the exit of Ukrainian grain. Vladimir Putin cannot abide the UN’s wishes because it would betray his contention that it is Western sanctions that are causing the food security problem. There was also some positionin...

FOB Prices and Freight Rate App (Updated 25 May)

Ocean Freight Comments - 19 May 2022 By Jay O'Neil Commodity Consulting I have not seen a significant uptick in cargo demand this week, but dry-bulk paper traders in the FFA market tried to keep last week’s rally going and managed to close the week with small gains. Physical markets have...

Interactive Ocean Freight Rates (Updated 25 May)

Ocean Freight Comments - 19 May 2022 By Jay O'Neil Commodity Consulting I have not seen a significant uptick in cargo demand this week, but dry-bulk paper traders in the FFA market tried to keep last week’s rally going and managed to close the week with small gains. Physical markets have...

feed-grains soy-oilseeds wheat

Market Commentary: Corn Falls as China Approves Brazilian Imports; Wheat Falls on Technical Selling, Acreage Switch Fears

The CBOT waivered again on Tuesday with corn and wheat posting losses for the day while soybeans firmed once again. News that China is likely to soon approve an agreement on phytosanitary conditions to import corn from Brazil put corn on the defensive for the day. Moreover, corn and wheat both...

feed-grains soy-oilseeds wheat

Market Commentary: Grains Rally as Russia Rejects Ukrainian Export Corridors; U.S. Corn, Soy Planting Makes Strong Progress

CBOT grains posted slight gains for the day while the soy complex worked its way lower as traders unwound long grain/short soy spreads that were placed last week. Wheat moved higher on news that Russia will not allow the export of Ukrainian grain via the Black Sea unless NATO suspends its econo...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Corn Currently, Argentina’s corn harvest is 27.4 percent complete after advancing another 1 percent last week. The harvest is significantly delayed compared to recent years, primarily due to high moisture content of the grain and farmers’ focus on harvesting soybeans first. The grea...

feed-grains soy-oilseeds wheat

Market Commentary: Wheat Limit-Up on India’s Export Ban; Corn Rallies on Brazilian Drought/Frost Risk

Over the weekend, India announced a ban on wheat exports following the massive heat waves that have severely hurt the country’s yields. Before the ban, India was expected to be a marginal but significant – especially this year – exporter of about 10 MMT. USDA’s May WASDE...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Wheat Amid controversy and conflicting opinions, the Argentine government authorized the planting and commercialization of transgenic (genetically modified, or GM) wheat - Bioceres’s HB4 variety. Most of the concerns against the authorization are not about consumption of GM products, but...

soy-oilseeds

WASDE Soyoil

SOYOIL:  USDA's outlook is for global oilseed production in 2022/23 to be 647.1 million tons, rising 50.3 million from last marketing year when droughts impacted South American soybean production and the Canadian canola crop.  U.S. soybean oil prices are forecast to average 70 cents p...

soy-oilseeds

WASDE Soymeal

SOYMEAL: USDA’s outlooks is for the U.S. soybean crush in 2022/23 to be 2.26 billion bushels, up 40 million from the 2021/22 forecast.  Domestic soybean meal disappearance is forecast to increase 2 percent from 2021/22 with low soybean meal prices relative to corn.  U.S. soybean...

soy-oilseeds

WASDE Soybeans

SOYBEANS:  USDA’s outlook is that the U.S. soybean crop in 2022/23 will be at 4.64 billion bushels, up 5 percent from last year.  U.S. ending stocks for 2022/23 are projected at 310 million bushels, up 75 million from the revised 2021/22 forecast. The 2022/23 U.S. season-average...

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