World Perspectives
softs

Trade’s Benefits; Twisted Thinking

The recommendation of a regulatory reform council in Japan in relation to the Trans-Pacific Partnership (TPP)  is an example of how newly-created competition under trade agreements can promote better-rationalized sectors. Trade’s Reform Benefits Japan has had one of the higher walls up against imports, and the result is some uncompetitive sectors. To help the nation transition to the more competitive environment of the Trans-Pacific Partnership (TPP), Prime Minister Shinzo Abe created a regulatory reform council. This panel has suggested that in order for Japan’s milk producers to be competitive against foreign suppliers, they need to be given the freedom to produce and sell as they desire. It proposes that future subsidies not be li...

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FOB Prices and Freight Rates App (Updated 30 April)

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CFTC COT Report Analysis

Friday’s CFTC report showed that funds are slightly increasing bullish bets across the ag space, primarily in the soy complex and livestock futures. Managed money traders’ net ag position (the combined position across the soybean complex, the three U.S. wheat contracts, corn, and th...

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CFTC COT Report Analysis

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FOB Prices and Freight Rates App (Updated 30 April)

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feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Market Commentary: Technical Buying Drives Grains, Livestock Higher

The CBOT turned higher on Wednesday as bulls emerged from a two-day respite as technical conditions remained favorable. Perhaps the biggest news of the day was that U.S. officials are in Japan for trade negotiation discussions, a key development for a historically significant partner and the se...

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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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