World Perspectives
feed-grains soy-oilseeds biofuel

Policy Round Up

India Trade The Ministry of Commerce and Industry is reporting that progress is being made in trade negotiations with the U.S. and details could be forthcoming within a couple of weeks.   In fact, India is stepping up their trade agenda across the board. India moved this week on a trade agreement with Finland, as well as reviewing agreements with Japan and Korea. The Korean negotiations began three years ago and are now being fast tracked. Further, a joint working group has been formed to identify issues for a potential Japan agreement. Talks may soon start with the EU. According to a statement this month from the Ministry: India’s economic interests and national priorities come first and the concerns of the farmers, dair...

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feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders continuing to oscillate between slightly bullish and slightly bearish thinking. The past several weeks have featured modest changes in the net ag position (the sum of funds’ holdings across corn, the soy complex, all three classes of...

feed-grains soy-oilseeds wheat

Market Commentary: Good Weather Trumps Demand

Markets opened today pretty much where they ended in the overnight and pretty much stayed that way all day, which is to say in the red. And it did so pretty much across the board on lower volume. There was just not any real change in the story of impending big U.S. crops arriving on top of big...

livestock

Bullish Cattle Inventory and Cattle on Feed Reports

USDA released two key reports on the cattle market today, the Cattle on Feed report and the July Cattle Inventory report.  The Cattle Inventory report was suspended last year, so this is the first mid-year look at the cattle herd since 2023.  The nation’s cattle herd, as of 1 Ju...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders continuing to oscillate between slightly bullish and slightly bearish thinking. The past several weeks have featured modest changes in the net ag position (the sum of funds’ holdings across corn, the soy complex, all three classes of...

feed-grains soy-oilseeds wheat

Market Commentary: Good Weather Trumps Demand

Markets opened today pretty much where they ended in the overnight and pretty much stayed that way all day, which is to say in the red. And it did so pretty much across the board on lower volume. There was just not any real change in the story of impending big U.S. crops arriving on top of big...

livestock

Bullish Cattle Inventory and Cattle on Feed Reports

USDA released two key reports on the cattle market today, the Cattle on Feed report and the July Cattle Inventory report.  The Cattle Inventory report was suspended last year, so this is the first mid-year look at the cattle herd since 2023.  The nation’s cattle herd, as of 1 Ju...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.19/bushel, down $0.0175 from yesterday's close.  Sep 25 Wheat closed at $5.3825/bushel, down $0.0325 from yesterday's close.  Nov 25 Soybeans closed at $10.21/bushel, down $0.0325 from yesterday's close.  Dec 25 Soymeal closed at $281.6/short ton, down $1...

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