World Perspectives

Recent South America Analysis

feed-grains soy-oilseeds wheat

Market Commentary

The market was called to open higher with traders adjusting positions ahead of next week’s Planting Intentions report. The CBOT opened mostly in-line with expectations but quickly turned mixed with profit taking in soymeal creating two-sided trade in soyoil. Spread trading was light and w...

FOB Prices and Freight Rate App (Updated 27 March)

Update for 27 March 2020: New Data Added!!  French rapeseed French sunflower seed French and Bulgarian feed barley Bulgarian feed wheat All other routes/offers updated through the day's close.    Freight Comments for 26 March 2020: Jay O’Neil, O’Neil Commodity Consu...

Interactive Ocean Freight Rates (Updated 27 March)

Data Updated Through: 27 March 2020   Ocean Freight Insights and Comments - 26 March 2020 By Jay O'Neil Commodity Consulting The question being asked now is, have we hit bottom yet? Dry-bulk markets are starting to look worse than most retirement accounts. One has to question how aggr...

soy-oilseeds

Oilseed Highlights: U.S. Soy Export Sales; Argentine Problems; U.S. Soy Plantings

Large U.S. Soy Export Sales Last Week The week was a good one for exporters of U.S. soybeans, soymeal and soyoil according to today’s USDA export sales report. The large sales included what appears to be three cargoes of soybeans to China. Net soybean export sales last week totaled 904,30...

feed-grains soy-oilseeds wheat

Market Commentary

The market opened the day mixed as called and with some profit-taking; it ended the day mostly lower but with some interesting twists and turns.  Volume: Volume was relatively low except for the Euronext wheat contract and feeder cattle.  Red Hogs: There were higher bids for most...

feed-grains

Challenging Outlook for U.S. Corn

During the past several weeks the worldwide impact of the coronavirus and the resulting severe slowdown of economic activity have sent most financial markets spiraling lower. However, their decent has been accompanied by a sharp increase in volatility. Stock market indices have experienced almo...

feed-grains soy-oilseeds wheat

Market Commentary

CBOT markets were called steady/higher before the open on a mix of macroeconomic strength from the U.S. Senate coronavirus aid package and from a slowdown in Argentine exports that may give U.S. exporters a better opportunity. The markets opened as called but soyoil weakened early as crude oil...

feed-grains soy-oilseeds livestock

China In-Country Analysis

  Public Health  China Looks to Re-Open Wuhan City and Hubei Province With the total number of recovered cases rising to 73,668 across mainland China, up 4,005 (+5.7 percent) from the previous week, the central government is moving to reopen the country’s disease epicenter. Reco...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 16-20 March 2020 Grain prices on the domestic Russian market kept increasing in ruble expression but dropped in dollar expression as the ruble weakened significantly. Meanwhile on the export market, milling wheat average price grew to $210/MT FOB Black Sea. Purchase price...

feed-grains soy-oilseeds wheat

Market Commentary

CBOT markets were called to open lower on a mix of profit taking and lack of fundamental news, and futures responded accordingly. The CBOT was weaker through most of the day amid some testing of support levels, unwinding of spreads (particularly wheat/corn and soymeal/soyoil), and, of course, p...

feed-grains soy-oilseeds wheat

Market Commentary

The CBOT opened with soymeal jumping higher and soybeans and wheat posting strong inverses. Corn opened lower and traded a lackluster session overnight. After the morning session opened, the soy complex and wheat markets continued to rally, and soymeal explosively so. Soybean stocks at Chinese...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Argentina Macroeconomics The scenario in Argentina has changed in the last few days and will continue to do so in the coming days. The coronavirus is just starting in Argentina. The country is in quarantine until 31 March, but it looks like the quarantine will be extended an additional 15-20 da...

feed-grains soy-oilseeds wheat

Market Commentary

The market was called to open higher with traders adjusting positions ahead of next week’s Planting Intentions report. The CBOT opened mostly in-line with expectations but quickly turned mixed with profit taking in soymeal creating two-sided trade in soyoil. Spread trading was light and w...

FOB Prices and Freight Rate App (Updated 27 March)

Update for 27 March 2020: New Data Added!!  French rapeseed French sunflower seed French and Bulgarian feed barley Bulgarian feed wheat All other routes/offers updated through the day's close.    Freight Comments for 26 March 2020: Jay O’Neil, O’Neil Commodity Consu...

Interactive Ocean Freight Rates (Updated 27 March)

Data Updated Through: 27 March 2020   Ocean Freight Insights and Comments - 26 March 2020 By Jay O'Neil Commodity Consulting The question being asked now is, have we hit bottom yet? Dry-bulk markets are starting to look worse than most retirement accounts. One has to question how aggr...

soy-oilseeds

Oilseed Highlights: U.S. Soy Export Sales; Argentine Problems; U.S. Soy Plantings

Large U.S. Soy Export Sales Last Week The week was a good one for exporters of U.S. soybeans, soymeal and soyoil according to today’s USDA export sales report. The large sales included what appears to be three cargoes of soybeans to China. Net soybean export sales last week totaled 904,30...

feed-grains soy-oilseeds wheat

Market Commentary

The market opened the day mixed as called and with some profit-taking; it ended the day mostly lower but with some interesting twists and turns.  Volume: Volume was relatively low except for the Euronext wheat contract and feeder cattle.  Red Hogs: There were higher bids for most...

feed-grains

Challenging Outlook for U.S. Corn

During the past several weeks the worldwide impact of the coronavirus and the resulting severe slowdown of economic activity have sent most financial markets spiraling lower. However, their decent has been accompanied by a sharp increase in volatility. Stock market indices have experienced almo...

feed-grains soy-oilseeds wheat

Market Commentary

CBOT markets were called steady/higher before the open on a mix of macroeconomic strength from the U.S. Senate coronavirus aid package and from a slowdown in Argentine exports that may give U.S. exporters a better opportunity. The markets opened as called but soyoil weakened early as crude oil...

feed-grains soy-oilseeds livestock

China In-Country Analysis

  Public Health  China Looks to Re-Open Wuhan City and Hubei Province With the total number of recovered cases rising to 73,668 across mainland China, up 4,005 (+5.7 percent) from the previous week, the central government is moving to reopen the country’s disease epicenter. Reco...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 16-20 March 2020 Grain prices on the domestic Russian market kept increasing in ruble expression but dropped in dollar expression as the ruble weakened significantly. Meanwhile on the export market, milling wheat average price grew to $210/MT FOB Black Sea. Purchase price...

feed-grains soy-oilseeds wheat

Market Commentary

CBOT markets were called to open lower on a mix of profit taking and lack of fundamental news, and futures responded accordingly. The CBOT was weaker through most of the day amid some testing of support levels, unwinding of spreads (particularly wheat/corn and soymeal/soyoil), and, of course, p...

feed-grains soy-oilseeds wheat

Market Commentary

The CBOT opened with soymeal jumping higher and soybeans and wheat posting strong inverses. Corn opened lower and traded a lackluster session overnight. After the morning session opened, the soy complex and wheat markets continued to rally, and soymeal explosively so. Soybean stocks at Chinese...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Argentina Macroeconomics The scenario in Argentina has changed in the last few days and will continue to do so in the coming days. The coronavirus is just starting in Argentina. The country is in quarantine until 31 March, but it looks like the quarantine will be extended an additional 15-20 da...

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