World Perspectives
feed-grains

AM Outlook - Soft Bottom

GOOD MORNING, Soft markets were seen overnight as harvest looms large with clear weather over the next 10 days.  The market continues to monitor progress in the Gulf.  Traders are watching to see what the USDA has to say on Friday at 11:00 central time.  Trends have been lower - - can they be reversed on report day?  Sometimes that is how a market bottoms.  The problems at the Gulf may have driven prices down quicker than they would have gone. Chatter has it that around 50 or more vessels were off the Gulf.  It will take time to get all moving again.  In the meantime, sharply higher barge rates is lowering some interior basis levels.  Spreads have been weakening, and could so further as more supply c...

Related Articles

Negotiating Positions; Righteous Stand

Negotiating Positions Ukrainian President Volodymyr Zelensky is being joined in Washington today by EU leaders as they discuss with President Trump the next possible steps in the peace effort with Russia. European leaders bristled over being left out of the initial talks last Friday with Vladim...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News The Association of German Cooperatives (DRV) raised its forecast for the German grain harvest from 41.7 MMT to 43.0 MMT, up 10 percent from the 2024 crop. Wheat production was increased from 21.6 MMT to 22.4 MMT and corn from 4.5 MMT to 4.6 MMT. Heavy July rains boosted corn yield...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders paring back their slightly bearish combined bets across the ag space. The past several weeks have featured few meaningful changes in the net ag position — the sum of funds’ holdings across corn, the soy complex, all three class...

Negotiating Positions; Righteous Stand

Negotiating Positions Ukrainian President Volodymyr Zelensky is being joined in Washington today by EU leaders as they discuss with President Trump the next possible steps in the peace effort with Russia. European leaders bristled over being left out of the initial talks last Friday with Vladim...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News The Association of German Cooperatives (DRV) raised its forecast for the German grain harvest from 41.7 MMT to 43.0 MMT, up 10 percent from the 2024 crop. Wheat production was increased from 21.6 MMT to 22.4 MMT and corn from 4.5 MMT to 4.6 MMT. Heavy July rains boosted corn yield...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders paring back their slightly bearish combined bets across the ag space. The past several weeks have featured few meaningful changes in the net ag position — the sum of funds’ holdings across corn, the soy complex, all three class...

feed-grains soy-oilseeds wheat

Market Commentary: A Strong Close for the Week

Markets were higher in the overnight and were all green at the open this morning. By the end of the session, most remained higher except meal and HRS. It was mostly a bounce back Friday instead of a profit taking end of the week. Though there was generally some of the lowest volumes traded for...

Image
From WPI Consulting

Illuminating the value of technical research

On behalf of a commodity producer organization, WPI evaluated the outputs from a project that featured a $5 million investment into technical research over multiple years. WPI’s team captured the results of this extensive effort and synthesized them for presentation to the organization’s governing board; among the findings uncovered and presented for the first time was the development of genomic traits proven, via rigorous testing, to provide crop yield advantages of 50 percent or more to U.S. farmers in times of drought. Capturing measurable results from long-term efforts can be challenging. Educating clients on the dynamics of success measurement when quantifiable results are not readily available requires deep client-consultant collaboration and an ability to consider both near- and long-term client aspirations with market/policy dynamics – attributes that WPI brings to every consulting engagement.

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up