World Perspectives
softs
08 November 2022 – Analysis

Blame the Rice Boogey Man

By Gary Blumenthal for Ag Perspectives

Rice is the top staple food crop in Asia and the third largest global crop after corn and sugarcane. When rice production is in trouble, people pay attention. This year’s crop is suffering from flooding in Thailand, the sixth largest producer and second largest exporter. Plus excess rain in India, the second largest producer and largest exporter. Some are blaming climate change and demanding compensation from rich country emitters. This requires ignoring several factors including: India is a fast-growing emitter of greenhouse gas emissions and unlike the U.S., EU, or China, has no plans for reducing them. This is still the third largest Indian rice crop in history, and the fourth largest level of ending stocks.  India’...

TAGS – Softs, India
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feed-grains soy-oilseeds wheat
02 June 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed managed money traders became slightly more bullish the major ag markets, or at least less bearish. Funds cut their net short position across all ags by 73 percent last week and now hold an essentially neutral position of 20,000 contracts short. Most of that buy...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Equities, Energy, Softs
feed-grains soy-oilseeds wheat
27 May 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed that managed money traders are becoming increasingly bearish corn and the soy complex while gradually easing short bets in the wheat market. The net effect of this dynamics, plus some mixed trade in livestock futures, was that funds’ total ag position (th...

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

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed that managed money traders are becoming split on their views for the grains and oilseeds complexes going forward. Funds were bearish grains as they sold a combined 120,000 contracts in corn and all three classes of wheat futures while buying 23,000 contracts ac...

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

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed managed money traders became slightly more bullish the major ag markets, or at least less bearish. Funds cut their net short position across all ags by 73 percent last week and now hold an essentially neutral position of 20,000 contracts short. Most of that buy...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Equities, Energy, Softs
feed-grains soy-oilseeds wheat
27 May 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed that managed money traders are becoming increasingly bearish corn and the soy complex while gradually easing short bets in the wheat market. The net effect of this dynamics, plus some mixed trade in livestock futures, was that funds’ total ag position (th...

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

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed that managed money traders are becoming split on their views for the grains and oilseeds complexes going forward. Funds were bearish grains as they sold a combined 120,000 contracts in corn and all three classes of wheat futures while buying 23,000 contracts ac...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Energy, Softs, North America
soy-oilseeds
13 May 2025 – Analytics

WASDE Soybeans - May 2025

By Staff for Commodity Analytics

USDA’s outlook for 2025/26 U.S. soybeans is for lower ending stocks: The U.S. share of global soybean exports is forecast at 26 percent - down from 28 percent last year. Accordingly, U.S. soybean exports are forecast at 1.815 billion bushels, down 35 million from 2024/25. The 2025/26 U.S...

TAGS – Soy & Oilseeds, Black Sea, China, Europe, India, North America, South America
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