World Perspectives
feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed funds continuing to expand their short position in soybeans and added about 8.5 percent to their net position last week. That will come as no surprise to anyone watching the markets with soybeans having reached new contract low amid a dearth of fundamental or technical support. Also of note was the net selling in soyoil where funds are edging closer...

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feed-grains soy-oilseeds wheat

China Update

Geopolitics China's reaction to Japanese Prime Minister Sanae Takaichi's recent remarks on a potential Taiwan crisis has been disproportionately harsh and overtly hostile as it tried to undermine her domestic political support. Beijing’s ban on seafood imports from Japan based on the Fuku...

No Steel for IT; Reformulate; Thanksgiving

No Steel for IT U.S. Commerce Secretary Howard Lutnick and U.S. Trade Representative Jamieson Greer were in Europe suggesting the U.S. would relax restrictions on importing EU steel and aluminum if Brussels would remove restrictions on American IT. EU VP Teresa Ribera countered that, “The...

feed-grains soy-oilseeds wheat

Middle East, Mediterranean, and Africa Regional Analysis

Mediterranean/Middle East/North Africa/Africa – MEA Region Iran remains the largest importer of Brazil maize at about 6.1 MMT followed by Egypt at about 5.3 MMT then Saudi Arabia at 1.5 MMT, Morocco at 1.1 MMT, Algeria at 1.0 MMT and Bangladesh at 770,000 MT. Brazil exported 29.6 MMT of m...

feed-grains soy-oilseeds wheat

China Update

Geopolitics China's reaction to Japanese Prime Minister Sanae Takaichi's recent remarks on a potential Taiwan crisis has been disproportionately harsh and overtly hostile as it tried to undermine her domestic political support. Beijing’s ban on seafood imports from Japan based on the Fuku...

No Steel for IT; Reformulate; Thanksgiving

No Steel for IT U.S. Commerce Secretary Howard Lutnick and U.S. Trade Representative Jamieson Greer were in Europe suggesting the U.S. would relax restrictions on importing EU steel and aluminum if Brussels would remove restrictions on American IT. EU VP Teresa Ribera countered that, “The...

feed-grains soy-oilseeds wheat

Middle East, Mediterranean, and Africa Regional Analysis

Mediterranean/Middle East/North Africa/Africa – MEA Region Iran remains the largest importer of Brazil maize at about 6.1 MMT followed by Egypt at about 5.3 MMT then Saudi Arabia at 1.5 MMT, Morocco at 1.1 MMT, Algeria at 1.0 MMT and Bangladesh at 770,000 MT. Brazil exported 29.6 MMT of m...

livestock

Livestock Industry Margins

Beef packer margins rose for a third consecutive week, climbing $52/head to $115 and hitting the strongest profitability since mid-2023. The gain came amid a sharp $7.65/cwt decline in live cattle prices and continued firmness in the beef cutout. The spread between the cutout and fed cattle val...

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From WPI Consulting

Accountability and a comprehensive approach to export programming

WPI’s team helped construct a strategic approach to develop, implement, and track promotional activities in 8 key regions across the globe for an agricultural export association. With continued progress measurement and strategic advisory services from WPI, the association has seen its ROI from investments in promotional programming increase by 44 percent over the past 5 years. Not only does this type of holistic approach to organizational strategy provide measurable results to track and analyze, it fosters top-down and bottom-up organizational accountability.

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