World Perspectives
softs
01 November 2023 – Analysis

White Commodities Focus

By Gary Blumenthal for Ag Perspectives

White commodities is an American euphemism for three crops, cotton, rise, and sugar, that are all white in color and each have statutory programs considered complex or unique. They are generally produced in the U.S. south, and their traits include: Cotton: A chemically intensive crop with the largest subsidy on an area basis, and with a mostly non-food use except for cottonseed oil. The more valuable Pima variety is grown in Arizona and California. Rice: A water intensive crop with methane emissions and strong competition from Asian varieties.  Sugar: A dubious nutrition profile that is subsidized by consumers via strict import limitations. India is the largest rice exporter, and its crop is down due to a late monsoon, and its suga...

TAGS – Softs, India
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feed-grains soy-oilseeds wheat
02 June 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed managed money traders became slightly more bullish the major ag markets, or at least less bearish. Funds cut their net short position across all ags by 73 percent last week and now hold an essentially neutral position of 20,000 contracts short. Most of that buy...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Equities, Energy, Softs
feed-grains soy-oilseeds wheat
27 May 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed that managed money traders are becoming increasingly bearish corn and the soy complex while gradually easing short bets in the wheat market. The net effect of this dynamics, plus some mixed trade in livestock futures, was that funds’ total ag position (th...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
feed-grains soy-oilseeds wheat
19 May 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed that managed money traders are becoming split on their views for the grains and oilseeds complexes going forward. Funds were bearish grains as they sold a combined 120,000 contracts in corn and all three classes of wheat futures while buying 23,000 contracts ac...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Energy, Softs, North America
feed-grains soy-oilseeds wheat
02 June 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed managed money traders became slightly more bullish the major ag markets, or at least less bearish. Funds cut their net short position across all ags by 73 percent last week and now hold an essentially neutral position of 20,000 contracts short. Most of that buy...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Equities, Energy, Softs
feed-grains soy-oilseeds wheat
27 May 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed that managed money traders are becoming increasingly bearish corn and the soy complex while gradually easing short bets in the wheat market. The net effect of this dynamics, plus some mixed trade in livestock futures, was that funds’ total ag position (th...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
feed-grains soy-oilseeds wheat
19 May 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed that managed money traders are becoming split on their views for the grains and oilseeds complexes going forward. Funds were bearish grains as they sold a combined 120,000 contracts in corn and all three classes of wheat futures while buying 23,000 contracts ac...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Energy, Softs, North America
soy-oilseeds
13 May 2025 – Analytics

WASDE Soybeans - May 2025

By Staff for Commodity Analytics

USDA’s outlook for 2025/26 U.S. soybeans is for lower ending stocks: The U.S. share of global soybean exports is forecast at 26 percent - down from 28 percent last year. Accordingly, U.S. soybean exports are forecast at 1.815 billion bushels, down 35 million from 2024/25. The 2025/26 U.S...

TAGS – Soy & Oilseeds, Black Sea, China, Europe, India, North America, South America
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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

Learn about WPI Consulting

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