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feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Soybeans Brazil The market was nearly dead last week with little demand but many sellers and China taking only a few September vessels from Brazil. There was significant position rolling as exporters were unable to sell spot positions. Chinese demand seems to be slowing with actual purchases well below expectations. The market is finally factoring that into export expectations, and many trading houses that had previously forecast Chinese purchases at 10.5 MMT/month are lowering those estimates by 1-1.5 MMT/month. This reduction forced exporters to roll part of their positions from July to August, and now they are trying to roll from August to September (paying the monthly carry). Trading houses believe there is still some open demand for...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Market Commentary: Mixed Day But a Strong Week, And More Ahead

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Please note that Ag Perspectives will not be published tomorrow, Friday, 4 July in observance of the Fourth of July holiday in the U.S. We will resume our normal report schedule on Monday 7 July...

livestock

Livestock Roundup: China Impact on Red Meat Markets

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feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.37/bushel, up $0.035 from yesterday's close.  Sep 25 Wheat closed at $5.5675/bushel, down $0.0725 from yesterday's close.  Nov 25 Soybeans closed at $10.4925/bushel, up $0.0125 from yesterday's close.  Dec 25 Soymeal closed at $292.2/short ton, up $1.4 fr...

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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.

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