World Perspectives
soy-oilseeds

Finding Alternate Export Markets for U.S. Soybeans

With the trade war officially underway, China is now assessing a 28 percent duty on imports of U.S. soybeans (the 25 percent retaliatory tariff plus the 3 percent tariff previously applied). While the U.S. normally exports a relatively slight amount there in July and August, it is only about two months before large shipments to that destination normally begin. Short of the U.S. and China settling their dispute soon, it is likely that very few U.S. soybeans will be headed to China until at least December. Therefore, the issue is where else will those soybeans be exported while the Chinese tariffs remain in place. The problem for the U.S. soybean industry, exporters and others is that no one in the trade has previously experienced a situatio...

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Market Commentary: SOH Confusion Persists, but Ags Focus on Weather, Exports

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Aid versus Trade; Idealism versus Competition; AI and Ag; Untethered Presidency

Aid versus Trade Development assistance has a long and unsatisfying history. The causes of poverty were long ago identified as poor governance and the lack of rule of law. But the UN could not criticize the national leaders that form its membership, and so for decades development assistance has...

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The situation in the Persian Gulf remains as volatile as ever since it started on 28 February with a supposed weekend peace agreement dissolving into the U.S. Navy firing upon an Iranian vessel. The vessel was trying to pass through the Strait of Hormuz and reportedly did not heed commands to h...

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May 26 Corn closed at $4.52/bushel, up $0.0325 from yesterday's close.  Jul 26 Wheat closed at $6.06/bushel, up $0.0675 from yesterday's close.  May 26 Soybeans closed at $11.6575/bushel, down $0.015 from yesterday's close.  Jul 26 Soymeal closed at $321.2/short ton, down $6 from...

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Iran Peace Talks on Again, Off Again: Impacting Fertilizer

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From WPI Consulting

Infrastructure investment due diligence

On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.

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