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softs
01 November 2023 – Analysis

White Commodities Focus

By Gary Blumenthal for Ag Perspectives

White commodities is an American euphemism for three crops, cotton, rise, and sugar, that are all white in color and each have statutory programs considered complex or unique. They are generally produced in the U.S. south, and their traits include: Cotton: A chemically intensive crop with the largest subsidy on an area basis, and with a mostly non-food use except for cottonseed oil. The more valuable Pima variety is grown in Arizona and California. Rice: A water intensive crop with methane emissions and strong competition from Asian varieties.  Sugar: A dubious nutrition profile that is subsidized by consumers via strict import limitations. India is the largest rice exporter, and its crop is down due to a late monsoon, and its suga...

TAGS – Softs, India
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feed-grains soy-oilseeds wheat
21 January 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

The CFTC report was in line with expectations again as it showed funds engaged in the expected buying in corn and across the soy complex. Perhaps the biggest feature of the report was funds’ exchange of a small net short in soybeans for a modest long of 58,000 contracts, after they bought...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
feed-grains soy-oilseeds wheat
14 January 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

There were really no surprises in this week’s CFTC report, which was delayed one day due to the national day of mourning for President Carter, as funds’ activity matched up with expectations and general market direction. Note that the data, which captures funds’ positions through Tuesday, 7 Jan...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
soy-oilseeds
10 January 2025 – Analytics

WASDE Soybeans Jan 2025

By Staff for Commodity Analytics

USDA’s January estimate is for U.S. soybean production is down 95 million bushels to 4.366 billion bushels due to a 1 bushel per acre yield reduction – to average U.S. soybean yield of 50.7 bushels per acre. The U.S. season-average soybean price for 2024/25 is projected at $10.20 per bushel, un...

TAGS – Soy & Oilseeds, China, Europe, India, North America, South America
feed-grains soy-oilseeds wheat
21 January 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

The CFTC report was in line with expectations again as it showed funds engaged in the expected buying in corn and across the soy complex. Perhaps the biggest feature of the report was funds’ exchange of a small net short in soybeans for a modest long of 58,000 contracts, after they bought...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
feed-grains soy-oilseeds wheat
14 January 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

There were really no surprises in this week’s CFTC report, which was delayed one day due to the national day of mourning for President Carter, as funds’ activity matched up with expectations and general market direction. Note that the data, which captures funds’ positions through Tuesday, 7 Jan...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
soy-oilseeds
10 January 2025 – Analytics

WASDE Soybeans Jan 2025

By Staff for Commodity Analytics

USDA’s January estimate is for U.S. soybean production is down 95 million bushels to 4.366 billion bushels due to a 1 bushel per acre yield reduction – to average U.S. soybean yield of 50.7 bushels per acre. The U.S. season-average soybean price for 2024/25 is projected at $10.20 per bushel, un...

TAGS – Soy & Oilseeds, China, Europe, India, North America, South America
feed-grains soy-oilseeds wheat
23 December 2024 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

The big surprise in the CFTC report was that funds, through Tuesday last week, did not exit as much of their long corn position as previously thought. Expectations were for funds to have pared that position back to about 125,000 contacts, instead they shed just 7,800 contracts (4.8 percent) and...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

Learn about WPI Consulting

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