World Perspectives
softs
08 November 2022 – Analysis

Blame the Rice Boogey Man

By Gary Blumenthal for Ag Perspectives

Rice is the top staple food crop in Asia and the third largest global crop after corn and sugarcane. When rice production is in trouble, people pay attention. This year’s crop is suffering from flooding in Thailand, the sixth largest producer and second largest exporter. Plus excess rain in India, the second largest producer and largest exporter. Some are blaming climate change and demanding compensation from rich country emitters. This requires ignoring several factors including: India is a fast-growing emitter of greenhouse gas emissions and unlike the U.S., EU, or China, has no plans for reducing them. This is still the third largest Indian rice crop in history, and the fourth largest level of ending stocks.  India’...

TAGS – Softs, India
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soy-oilseeds
10 April 2025 – Analytics

WASDE Soybeans

By Staff for Commodity Analytics

Soybeans - USDA’s April 2025 estimates increase U.S. soybeans oil exports by 500 million pounds due to strong export commitments. U.S. soybean exports are unchanged and imports increased slightly – resulting in a 5 million bushel decrease in ending stocks to 375 million. The U.S. se...

TAGS – Soy & Oilseeds, China, India, North America, South America
feed-grains soy-oilseeds wheat
07 April 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

The ag markets and traders’ position in them look dramatically different now than they did last Tuesday, the CFTC’s weekly reporting deadline. On Wednesday after the market close, President Trump announced a suite of sweeping tariffs against literally every country in the world, whi...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
feed-grains soy-oilseeds wheat
31 March 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed continued selling activity from managed money funds in the grain and oilseed sector. The action was expected, given the weakness in futures over the past few weeks and funds’ positions as of last Tuesday were in line with expectations. In the soy complex,...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
soy-oilseeds
10 April 2025 – Analytics

WASDE Soybeans

By Staff for Commodity Analytics

Soybeans - USDA’s April 2025 estimates increase U.S. soybeans oil exports by 500 million pounds due to strong export commitments. U.S. soybean exports are unchanged and imports increased slightly – resulting in a 5 million bushel decrease in ending stocks to 375 million. The U.S. se...

TAGS – Soy & Oilseeds, China, India, North America, South America
feed-grains soy-oilseeds wheat
07 April 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

The ag markets and traders’ position in them look dramatically different now than they did last Tuesday, the CFTC’s weekly reporting deadline. On Wednesday after the market close, President Trump announced a suite of sweeping tariffs against literally every country in the world, whi...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
feed-grains soy-oilseeds wheat
31 March 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed continued selling activity from managed money funds in the grain and oilseed sector. The action was expected, given the weakness in futures over the past few weeks and funds’ positions as of last Tuesday were in line with expectations. In the soy complex,...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
feed-grains soy-oilseeds wheat
17 March 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Last week’s CFTC report showed some interesting an unexpected trends. First, despite the technical bounce in corn futures, funds cut 36 percent of their long (74,000 contracts) and are now long just 132,000 contracts, or less than half of their position just a few weeks ago. That rapid li...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

Learn about WPI Consulting

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