World Perspectives

Offline is More Fun; Chicken or Egg; Leaving a Goose Egg

Offline is More Fun Today was the first day of this year’s online EU Agricultural Outlook Conference, but more fun was had in the sidebar chats of participants watching the speakers via their computer screens. The first day was dominated by officials explaining the Farm to Fork and Green Deal initiatives, plus some talking points on impacts from the COVID-19 crisis. Reading the comments of lobbyists for the status quo, independent academics, plus industry analysts it became clear that conventional farmers and livestock producers feel threatened and are highly skeptical of the government’s proposals. Summarizing a general viewpoint - the result will be Europe losing the global dairy market to the Kiwis and the Americans. The re...

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Transatlantic Dynamic; Doubling Down

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feed-grains soy-oilseeds wheat

Market Commentary: The Soybean Breakdown

The country song Oklahoma Breakdown (originally written by Mike Hosty, subsequently popularized by red dirt country artist Stony LaRue, then eventually covered by Toby Keith who, in this analyst’s opinion, ruined it) contains the line “That Oklahoma Breakdown sure do got you cryin’” – a stateme...

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FOB Prices and Freight Rates App (Updated 18 December)

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From WPI Consulting

Forecasting developments in production agriculture

On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.

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