World Perspectives

Noise as China Faces 2025

Trade WarPost the November U.S. election, the focus has been on preparing for an inevitable trade war with the U.S. China has increased government reserve stocks and increased imports from Brazil. Traders worked to get ahead of the new Trump tariffs with Chinese exports in December jumping 10.7 percent. Some argue that China is already winning the industrial trade war. Its exports in 2024 reached nearly $1 trillion. A study by Rabobank says that retaliation by China to President-elect Donald Trump’s tariff plan will cause the price of soybeans to drop $1.50 - $2.00/bushel and will result in 5 million acres fewer soybeans being planted. It assumes China imposes a 25 percent tariff on all imports from grain and oilseeds from the U.S. Chi...

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Holiday Schedule

Financial markets will be closed on Thursday, 25 December for the Christmas holiday. As a result, there will be no Ag Perspectives report on Thursday. WPI wishes everyone a joyous and safe holiday. WPI will resume operations on Friday, 26 December. Note that Ag Perspectives will be providing ma...

Happy New Year!

The WPI team extends our best wishes to you and your families for a healthy and happy New Year. Thank you for your faithful readership, we are looking forward to serving you in 2026!  Please note that our next report will be issued on Friday, 2 January as the U.S. markets are closed for th...

feed-grains soy-oilseeds wheat

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Grain Utilization Grain market prices have been cooling of late due to the prospects of a large South American crop, but China is also cited as an influence. Sinograin has been auctioning soybeans and it may also be releasing some of its reserves of corn into the market. Corn and wheat are bein...

Holiday Schedule

Financial markets will be closed on Thursday, 25 December for the Christmas holiday. As a result, there will be no Ag Perspectives report on Thursday. WPI wishes everyone a joyous and safe holiday. WPI will resume operations on Friday, 26 December. Note that Ag Perspectives will be providing ma...

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Soybean Auction Falters To make way for recent purchases of U.S.-grown soybeans, Sinograin has been auctioning state-owned reserves of soybeans imported in earlier years. At its second auction, sales fell to 62 percent of the volume offered, versus 77 percent in the first auction. And the avera...

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