World Perspectives

Recent South America Analysis

soy-oilseeds feed-grains

China In-Country Analysis

Oilseeds Soymeal Inventory Declines as Crushers Dial Back Activity With the tariff on U.S. soybeans becoming effective on 6 July, feed demand has remained relatively solid. The more significant driver of soymeal inventories across China last week, however, was a decline in crushing output as co...

feed-grains soy-oilseeds wheat

Market Commentary

Grain and soy prices firmed overnight, in part because USDA dropped weekly condition ratings for corn and soybeans further than the trade expected. Another element of support came from FGIS export inspections showing that demand for soybeans and corn remains at a high pace despite trade conflic...

soy-oilseeds

Further Analysis of the WASDE Forecasts for the Soybean Sector

Last week’s WASDE report made several major changes in USDA’s forecasts for the soybean sector. The most important ones were related to the 25 percent tariff that China imposed on soybeans from the U.S. as a result of the trade dispute between the two countries. Because of that high...

feed-grains soy-oilseeds wheat

Market Commentary

Markets traded most of the Sunday night session slightly lower before finishing steady in corn and soybeans but down 2-4 cents in wheat. However, corn and soybean markets abruptly turned higher at the opening of today’s session with the latter trading double-digit gains in the first 30 mi...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans Market Overview The first week of the official U.S.-China trade war was very calm. With crush margins currently poor (using Brazilian soybeans), the Chinese are waiting before buying. It is clearly risky for a Chinese crusher to go long soybeans since the present Brazilian soybean basi...

wheat feed-grains soy-oilseeds

Southeast Europe Regional Analysis

Milling Wheat The Black Sea market was weaker during most of last week due to harvest pressure. However, the downtrend was reversed on Thursday after publication of the USDA WASDE report and several other analysts’ bullish projections. USDA lowered the Russian and Ukrainian crops by 1.5 M...

softs feed-grains biofuel

India Subcontinent Regional Analysis

Ethanol Policy Changes May Not Ease Pressure on Sugar Sector Immediately Changes in ethanol prices, including that of B-Heavy molasses as an input for making the fuel, do not mean that India will become self-sufficient in supplies and fulfil the demand of the Ethanol Blending Program (EBP). Fur...

soy-oilseeds

Oilseed Highlights: July WASDE; U.S. Soy Sales

Key Oilseed Highlights in USDA WASDE Report To say USDA made major changes to its supply and distribution forecasts for the soybean sector in today’s WASDE report is an understatement. Following are key highlights from the report: MY 2017/18 U.S. soybean exports were raised by 20 million...

feed-grains soy-oilseeds wheat

The July WASDE

Thanks to USDA’s effort to project the effect of the Chinese tariffs on the U.S. soybean supply/demand for 2017/18 and 2018/19 as well as the expected weather-related production changes for various export competitors, this was easily the most anticipated July WASDE in many years. The trad...

livestock

Mexico Looks to Brazil; Tariff Scorecard; WASDE

Mexico Looks to Brazil Last March Mexico suspended all imports of meat and poultry from Brazil in response to the Carne Fraca meat inspection scandal. This month Mexican officials will be in Santa Catarina, Brazil’s largest hog-producing state and second-largest poultry-producing state, t...

soy-oilseeds

WASDE Soyoil

Total global 2018/19 oilseed production is down 1.4 million tons to 592.6 million with a 4.3-million-ton increase for soybean production offset by lower rapeseed and sunflower. Rapeseed production is reduced 2.6 million tons with lower production for the EU, Australia, Ukraine, and Russia. In t...

soy-oilseeds

WASDE Soymeal

Soybean crush for 2018/19 is raised 45 million bushels to 2.045 billion reflecting an increase in projected soybean meal domestic disappearance and exports. Domestic soybean meal disappearance is raised on lower soybean meal prices and increased livestock production...

soy-oilseeds feed-grains

China In-Country Analysis

Oilseeds Soymeal Inventory Declines as Crushers Dial Back Activity With the tariff on U.S. soybeans becoming effective on 6 July, feed demand has remained relatively solid. The more significant driver of soymeal inventories across China last week, however, was a decline in crushing output as co...

feed-grains soy-oilseeds wheat

Market Commentary

Grain and soy prices firmed overnight, in part because USDA dropped weekly condition ratings for corn and soybeans further than the trade expected. Another element of support came from FGIS export inspections showing that demand for soybeans and corn remains at a high pace despite trade conflic...

soy-oilseeds

Further Analysis of the WASDE Forecasts for the Soybean Sector

Last week’s WASDE report made several major changes in USDA’s forecasts for the soybean sector. The most important ones were related to the 25 percent tariff that China imposed on soybeans from the U.S. as a result of the trade dispute between the two countries. Because of that high...

feed-grains soy-oilseeds wheat

Market Commentary

Markets traded most of the Sunday night session slightly lower before finishing steady in corn and soybeans but down 2-4 cents in wheat. However, corn and soybean markets abruptly turned higher at the opening of today’s session with the latter trading double-digit gains in the first 30 mi...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans Market Overview The first week of the official U.S.-China trade war was very calm. With crush margins currently poor (using Brazilian soybeans), the Chinese are waiting before buying. It is clearly risky for a Chinese crusher to go long soybeans since the present Brazilian soybean basi...

wheat feed-grains soy-oilseeds

Southeast Europe Regional Analysis

Milling Wheat The Black Sea market was weaker during most of last week due to harvest pressure. However, the downtrend was reversed on Thursday after publication of the USDA WASDE report and several other analysts’ bullish projections. USDA lowered the Russian and Ukrainian crops by 1.5 M...

softs feed-grains biofuel

India Subcontinent Regional Analysis

Ethanol Policy Changes May Not Ease Pressure on Sugar Sector Immediately Changes in ethanol prices, including that of B-Heavy molasses as an input for making the fuel, do not mean that India will become self-sufficient in supplies and fulfil the demand of the Ethanol Blending Program (EBP). Fur...

soy-oilseeds

Oilseed Highlights: July WASDE; U.S. Soy Sales

Key Oilseed Highlights in USDA WASDE Report To say USDA made major changes to its supply and distribution forecasts for the soybean sector in today’s WASDE report is an understatement. Following are key highlights from the report: MY 2017/18 U.S. soybean exports were raised by 20 million...

feed-grains soy-oilseeds wheat

The July WASDE

Thanks to USDA’s effort to project the effect of the Chinese tariffs on the U.S. soybean supply/demand for 2017/18 and 2018/19 as well as the expected weather-related production changes for various export competitors, this was easily the most anticipated July WASDE in many years. The trad...

livestock

Mexico Looks to Brazil; Tariff Scorecard; WASDE

Mexico Looks to Brazil Last March Mexico suspended all imports of meat and poultry from Brazil in response to the Carne Fraca meat inspection scandal. This month Mexican officials will be in Santa Catarina, Brazil’s largest hog-producing state and second-largest poultry-producing state, t...

soy-oilseeds

WASDE Soyoil

Total global 2018/19 oilseed production is down 1.4 million tons to 592.6 million with a 4.3-million-ton increase for soybean production offset by lower rapeseed and sunflower. Rapeseed production is reduced 2.6 million tons with lower production for the EU, Australia, Ukraine, and Russia. In t...

soy-oilseeds

WASDE Soymeal

Soybean crush for 2018/19 is raised 45 million bushels to 2.045 billion reflecting an increase in projected soybean meal domestic disappearance and exports. Domestic soybean meal disappearance is raised on lower soybean meal prices and increased livestock production...

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