World Perspectives
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 July 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed managed money shifting into a slightly more bearish stance in the ag space as they added 25,490 contacts (37 percent) to their small net short across all ag futures last week. The more bearish positioning is surprising given the strength in futures that prevail...

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

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed managed money surprisingly shifting into a more bullish stance across the ag space, though still retaining a small net short. Funds cut 11,700 contacts (14.5 percent) off their small net short across all ag futures last week and now hold relatively neutral posi...

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

WASDE Soybeans - July 2025

By Staff for Commodity Analytics

USDA’s July 2025 outlook for U.S. soybeans is for increased ending stocks compared to last month: U.S. soybean crush for 2025/26 was raised 50 million bushels to 2.54 billion on the assumption that demand for soybean oil for biofuel would increase. The U.S. seasonal average farm price of...

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

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed managed money shifting into a slightly more bearish stance in the ag space as they added 25,490 contacts (37 percent) to their small net short across all ag futures last week. The more bearish positioning is surprising given the strength in futures that prevail...

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

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed managed money surprisingly shifting into a more bullish stance across the ag space, though still retaining a small net short. Funds cut 11,700 contacts (14.5 percent) off their small net short across all ag futures last week and now hold relatively neutral posi...

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

WASDE Soybeans - July 2025

By Staff for Commodity Analytics

USDA’s July 2025 outlook for U.S. soybeans is for increased ending stocks compared to last month: U.S. soybean crush for 2025/26 was raised 50 million bushels to 2.54 billion on the assumption that demand for soybean oil for biofuel would increase. The U.S. seasonal average farm price of...

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

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Monday’s delayed CFTC report showed managed money traders shifting from a neutral to a more bearish sentiment across the ag space. Funds added 63,000 contacts (360 percent) to their small net short across all ag futures last week and now hold a bearish position of 81,000 contracts short...

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

Communicating importance of value-added products

Facing increasing pressure to quantify the value of export promotion efforts to investors, a U.S. industry organization retained WPI to develop a quantitative model that better communicated the importance of exports. The resulting model concluded that value-added meat exports contributed $0.45 cents per bushel to the price of corn, increasing support for that sector’s financial support of WPI’s client. In addition to serving the red meat industry with this type of analysis, WPI has generated similar deliverables for the U.S. soybean and poultry/egg industries.

Learn about WPI Consulting

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