Recent Soy & Oilseeds Analysis
China In-Country Analysis
Policy Developments Will China Ultimately Retaliate? Coming on the heels of President Trump’s announcement last week confirming that his administration would implement its proposed 25 percent tariff on $50 billion worth of exports from China, Beijing said it would respond in kind with tar...
Market Commentary
Soybean and grain futures prices were lower to open the overnight session, and losses grew as trading progressed into the early morning. Understandably, soybeans were the downside leader as they are most directly threatened by Chinese tariffs. They were down more than 20 cents when trading rece...
Summary of Futures
Changes in energy products’ recent price behavior point to potential trading opportunities. Similarly, the momentum indicators in grains show opportunities in those commodities are rapidly changing as well. Finally, livestock and soft commodity futures are analyzed and their forward curve...
Trade War Havoc
Trade wars invariably involve government actions intended to impede, punish or prevent imports and exports of goods between two or more countries. The most common ammunition used by participants is the imposition of higher tariffs and/or surcharges on either imports of specific items or on an a...
Oilseed Highlights: Chinese Tariff Impact on Upper Midwest; India’s Soyoil Tariff
Chinese Tariffs Impact on Upper Midwest Soybean Farmers Barring a settlement to the current trade dispute, China is expected to impose a 25 percent tariff on U.S. soybeans effective 6 July. It appears the situation may intensify after President Trump yesterday threatened to implement additional...
China Tariffs and U.S. Exports
The imposition of trade tariffs on imports from China and that country’s corresponding retaliation against imports from the U.S. have had a profoundly negative impact on corn, wheat and soybean prices since negotiations broke down. These trade issues have overwhelmed some bullish fundamen...
Mercosur Regional Analysis
Soybeans Impact of the U.S.-China Trade War Trading was slow in Brazil last week with an old-crop basis rally due to lack of farmer selling and news on the U.S.-China trade war. The latter included a Trump tweet about a possible tariff on Chinese imports, which was officially announced Thursday...
Market Commentary
Corn and wheat opened lower Sunday with soybeans slightly higher. Everything was slightly lower by the time markets closed this morning, and that is how they opened the day session. Soybeans traded back and forth with small gains or losses through much of today. Wheat was moderately lower with...
Summary of Futures
Recent price activity for ag, energy, and soft commodities is examined in tabular and graphical format. The most important price analysis is distilled for easy understanding and presentation. Starting with a five-day price history for ag, energy and soft commodity futures prices, Commodity Anal...
Southeast Europe Regional Analysis
Milling Wheat The Black Sea market had a weaker tone last week with the new crop harvest approaching and as export commitments for the first quarter of the new campaign are lower than a year ago at this time. The buyers/consumers in the major destinations are confused due to the conflicting rep...
Summary of Futures
Ag, energy, and soft commodity futures’ technical patterns, including momentum and long-term indicators, are examined. Changes in the forward curve for grain futures have important implications while livestock momentum indicators provide directional insights. ...
Market Commentary
There probably isn’t much point in talking about fundamental issues surrounding the grain and oilseed markets as very little has changed in that regard. The Black Sea region continues to suffer from adverse weather that is reducing yields and production there, and most of Australia is sti...
China In-Country Analysis
Policy Developments Will China Ultimately Retaliate? Coming on the heels of President Trump’s announcement last week confirming that his administration would implement its proposed 25 percent tariff on $50 billion worth of exports from China, Beijing said it would respond in kind with tar...
Market Commentary
Soybean and grain futures prices were lower to open the overnight session, and losses grew as trading progressed into the early morning. Understandably, soybeans were the downside leader as they are most directly threatened by Chinese tariffs. They were down more than 20 cents when trading rece...
Summary of Futures
Changes in energy products’ recent price behavior point to potential trading opportunities. Similarly, the momentum indicators in grains show opportunities in those commodities are rapidly changing as well. Finally, livestock and soft commodity futures are analyzed and their forward curve...
Trade War Havoc
Trade wars invariably involve government actions intended to impede, punish or prevent imports and exports of goods between two or more countries. The most common ammunition used by participants is the imposition of higher tariffs and/or surcharges on either imports of specific items or on an a...
Oilseed Highlights: Chinese Tariff Impact on Upper Midwest; India’s Soyoil Tariff
Chinese Tariffs Impact on Upper Midwest Soybean Farmers Barring a settlement to the current trade dispute, China is expected to impose a 25 percent tariff on U.S. soybeans effective 6 July. It appears the situation may intensify after President Trump yesterday threatened to implement additional...
China Tariffs and U.S. Exports
The imposition of trade tariffs on imports from China and that country’s corresponding retaliation against imports from the U.S. have had a profoundly negative impact on corn, wheat and soybean prices since negotiations broke down. These trade issues have overwhelmed some bullish fundamen...
Mercosur Regional Analysis
Soybeans Impact of the U.S.-China Trade War Trading was slow in Brazil last week with an old-crop basis rally due to lack of farmer selling and news on the U.S.-China trade war. The latter included a Trump tweet about a possible tariff on Chinese imports, which was officially announced Thursday...
Market Commentary
Corn and wheat opened lower Sunday with soybeans slightly higher. Everything was slightly lower by the time markets closed this morning, and that is how they opened the day session. Soybeans traded back and forth with small gains or losses through much of today. Wheat was moderately lower with...
Summary of Futures
Recent price activity for ag, energy, and soft commodities is examined in tabular and graphical format. The most important price analysis is distilled for easy understanding and presentation. Starting with a five-day price history for ag, energy and soft commodity futures prices, Commodity Anal...
Southeast Europe Regional Analysis
Milling Wheat The Black Sea market had a weaker tone last week with the new crop harvest approaching and as export commitments for the first quarter of the new campaign are lower than a year ago at this time. The buyers/consumers in the major destinations are confused due to the conflicting rep...
Summary of Futures
Ag, energy, and soft commodity futures’ technical patterns, including momentum and long-term indicators, are examined. Changes in the forward curve for grain futures have important implications while livestock momentum indicators provide directional insights. ...
Market Commentary
There probably isn’t much point in talking about fundamental issues surrounding the grain and oilseed markets as very little has changed in that regard. The Black Sea region continues to suffer from adverse weather that is reducing yields and production there, and most of Australia is sti...