World Perspectives

Pre-Existing Policy; Calm Before Storm; EU Pain; Killing Brazilian Ag

Rationalizing Pre-Existing Policy Chinese Vice Minister Han Jun boasted that in light of the trade war, his country can readily shift its sources for agricultural products away from the U.S. He said the impact on China would be limited, but U.S. farmers would of course be conversely hurt. U.S. market share in China had been declining long before the 2018 trade dispute. U.S. agricultural exports fell from $28 billion in 2014 to $24 billion in 2017. China had already increased its preference for Brazilian soybeans, slashed its imports of U.S. corn from 3.5 MMT in 2013 to 0.4 MMT in 2017 through the contrived use of GMO restrictions and stopped American sorghum imports with antidumping/countervailing duty (AD/CVD) penalties.   Calm Bef...

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feed-grains soy-oilseeds wheat

Market Commentary: Bears in Control Again; Trump-Iran-China Triangle Sinks Soybeans

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Summary of Futures

Mar 26 Corn closed at $4.1975/bushel, down $0.0175 from yesterday's close.  Mar 26 Wheat closed at $5.105/bushel, down $0.0075 from yesterday's close.  Mar 26 Soybeans closed at $10.3875/bushel, down $0.1025 from yesterday's close.  Mar 26 Soymeal closed at $291.6/short ton, down...

China Market Analysis

Beef China’s new import safeguard on beef continues to stir the market. Its largest impact is on the biggest supplier of protein, Brazil. Suppliers in that country say they will have to reduce production and slaughter capacity. Meanwhile, Ireland is pleased that Beijing has lifted a ban t...

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Market Commentary: Bears in Control Again; Trump-Iran-China Triangle Sinks Soybeans

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feed-grains soy-oilseeds wheat

Summary of Futures

Mar 26 Corn closed at $4.1975/bushel, down $0.0175 from yesterday's close.  Mar 26 Wheat closed at $5.105/bushel, down $0.0075 from yesterday's close.  Mar 26 Soybeans closed at $10.3875/bushel, down $0.1025 from yesterday's close.  Mar 26 Soymeal closed at $291.6/short ton, down...

livestock

WASDE Livestock

USDA’s World Agriculture Supply and Demand Estimates (WASDE) report was released yesterday, the first of the year. Beef production is still down compared to 2024, but projections were raised for 2026. Beef production was raised as heavier slaughter weights more than offset the reduction i...

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From WPI Consulting

Forecasting developments in production agriculture

On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.

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