World Perspectives
softs
07 June 2022 – Analysis

Dominance in Rice

By Gary Blumenthal for Ag Perspectives

India is the world’s largest exporter of rice and Refinitiv points out that India’s export rice prices have been consistently lower than that of Thailand and Vietnam for the past two years. India is exporting roughly twice the amount of rice as Thailand and Vietnam combined. India has a competitive edge since its domestic rice reference price is 15 and 20 percent lower than the producer prices in Thailand and Vietnam, respectively. India has also maintained a higher stocks to use ratio than these competing suppliers, thus justifying its lower pricing.  Moreover, higher prices due to global food security concerns coupled with a predicted normal monsoon means that India’s farmers will once again produce a large, export...

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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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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