World Perspectives
soy-oilseeds

Slow Soy Sales in Argentina Following Policy Changes

Argentine soybean farmers are selling their crop at the slowest pace in 10 years as producers bet on the likely effects of libertarian President Javier Milei’s actions on commodity markets, including a weakening of the peso and potential tax relief. The sales are a quarter below where they were last year.  The latest government data show that farmers in Argentina, the world's largest exporter of soybean oil and meal, have sold 8.4 MMT of 2024/25 soybeans as of 19 March, equivalent to 17.3 to 18.1 percent of the expected harvest. That marked the slowest pace since the 2014/15 season when 15.7 percent of the soy harvest was sold at this point. Producers are selling only what they need to cover their expenses. It's another year wher...

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feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed continued selling activity from managed money funds in the grain and oilseed sector. The action was expected, given the weakness in futures over the past few weeks and funds’ positions as of last Tuesday were in line with expectations. In the soy complex,...

feed-grains soy-oilseeds wheat

Market Commentary: Tariffs and Monday’s Reports Cause Volatility

It was all red this morning, except of course soyoil. Even lean hog futures were negative despite the relatively bullish USDA Hogs & Pigs report after the close yesterday. However, by the close today, corn and soybeans had flipped back into the green. Still, on the whole, 60 percent of our...

feed-grains soy-oilseeds wheat

Summary of Futures

May 25 Corn closed at $4.5325/bushel, up $0.0325 from yesterday's close.  May 25 Wheat closed at $5.2825/bushel, down $0.0375 from yesterday's close.  May 25 Soybeans closed at $10.23/bushel, up $0.0625 from yesterday's close.  May 25 Soymeal closed at $293.5/short ton, down $1 f...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed continued selling activity from managed money funds in the grain and oilseed sector. The action was expected, given the weakness in futures over the past few weeks and funds’ positions as of last Tuesday were in line with expectations. In the soy complex,...

feed-grains soy-oilseeds wheat

Market Commentary: Tariffs and Monday’s Reports Cause Volatility

It was all red this morning, except of course soyoil. Even lean hog futures were negative despite the relatively bullish USDA Hogs & Pigs report after the close yesterday. However, by the close today, corn and soybeans had flipped back into the green. Still, on the whole, 60 percent of our...

feed-grains soy-oilseeds wheat

Summary of Futures

May 25 Corn closed at $4.5325/bushel, up $0.0325 from yesterday's close.  May 25 Wheat closed at $5.2825/bushel, down $0.0375 from yesterday's close.  May 25 Soybeans closed at $10.23/bushel, up $0.0625 from yesterday's close.  May 25 Soymeal closed at $293.5/short ton, down $1 f...

FOB Prices and Freight Rates App (Updated 28 March)

Transportation and Freight Market Comments - 28 March 2025 By Matt Herrington Dry-Bulk Ocean Freight Dry bulk freight markets were mostly steady or slightly higher this week with steady improvements in demand for spot U.S. cargoes and for grains from the East Coast of South America. The industr...

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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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