World Perspectives
feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

While the soybean market in Argentina remains quiet with no trades last week, there was demand for June at +$0.18N but no sellers. Today demand is at +$0.08N for May and +$0.15N for June, although offers are still lacking so far. In Brazil, it is beginning to calm down after some weeks with strong movement. Weather Argentina and the world are focusing on the country’s weather conditions for the upcoming days and hoping for rain. Agricultural areas did not receive any this past week and continued to dry out with the high temperatures that prevailed in the early part. However, those temperatures did drop slightly at the end of the week, fortunately, and slowed that drying somewhat.Due to the combination of drought south of Buenos Aires, hig...

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feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 4 – 8 August 2025 The speed of the harvesting campaign was the key price driver. Improved harvesting pace in the Centre and Black Soil regions made most of the grain prices plummet except for the best milling quality wheat. This is understandable as excessive rains...

feed-grains soy-oilseeds wheat

Market Commentary: King Corn Flexes Dominance; Soybeans Rise on Acreage Data; Cattle Surge

The August WASDE is almost always a market-moving event for at least one commodity, and Tuesday’s report was no different. Tuesday’s trade started off with some trepidation after China increased the import duty on Canadian rapeseed to 75.8 percent, which caused canola futures to cra...

Consumption Taxes; Food Costs and Adaptation

Consumption Taxes This analyst erroneously implied that value added taxes are cumulative through the supply chain when in fact any VAT paid on an input is deductible, thus ensuring it is the final customer paying the tax. The VAT is an important discussion point because the Trump Administration...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 4 – 8 August 2025 The speed of the harvesting campaign was the key price driver. Improved harvesting pace in the Centre and Black Soil regions made most of the grain prices plummet except for the best milling quality wheat. This is understandable as excessive rains...

feed-grains soy-oilseeds wheat

Market Commentary: King Corn Flexes Dominance; Soybeans Rise on Acreage Data; Cattle Surge

The August WASDE is almost always a market-moving event for at least one commodity, and Tuesday’s report was no different. Tuesday’s trade started off with some trepidation after China increased the import duty on Canadian rapeseed to 75.8 percent, which caused canola futures to cra...

Consumption Taxes; Food Costs and Adaptation

Consumption Taxes This analyst erroneously implied that value added taxes are cumulative through the supply chain when in fact any VAT paid on an input is deductible, thus ensuring it is the final customer paying the tax. The VAT is an important discussion point because the Trump Administration...

soy-oilseeds

WASDE Soybeans - August 2025

USDA reduced their estimate for U.S. soybean production for 2025/26 to 4.3 billion bushels, down 43 million. U.S. ending stocks are forecast at 290 million bushels, down 20 million from last month. The U.S. seasonal average farm price for soybean is unchanged at $10.10 per bushel. The soybean m...

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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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