World Perspectives

Recent Market Analysis

Feed Grains

Feed Grains

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Market Commentary: WASDE, Black Sea, and Iran Offer Offsetting Effects on Grain Futures

What You Need to Know Today: Tensions in the Middle East escalated over the weekend with Iran demanding the U.S. make multiple concessions that are likely non-starters before traffic can flow through the Strait of Hormuz again. Saudi Arabia, Pakistan, and Turkey signed a mutual defense agreeme...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Market Commentary: WASDE, Black Sea, and Iran Offer Offsetting Effects on Grain Futures

What You Need to Know Today: Tensions in the Middle East escalated over the weekend with Iran demanding the U.S. make multiple concessions that are likely non-starters before traffic can flow through the Strait of Hormuz again. Saudi Arabia, Pakistan, and Turkey signed a mutual defense agreeme...

feed-grains livestock biofuel

Senate Farm Bill: What’s Next?

Senator John Boozman (R-Arkansas) has urged farmers to apply pressure on the failed farm bill during the August recess. His intent is to hold another vote on the legislation as soon as possible upon the Senate’s return from a five-week break on 14 September. From a parliamentary perspecti...

Soy & Oilseeds

Soy & Oilseeds

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Market Commentary: WASDE, Black Sea, and Iran Offer Offsetting Effects on Grain Futures

What You Need to Know Today: Tensions in the Middle East escalated over the weekend with Iran demanding the U.S. make multiple concessions that are likely non-starters before traffic can flow through the Strait of Hormuz again. Saudi Arabia, Pakistan, and Turkey signed a mutual defense agreeme...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Market Commentary: WASDE, Black Sea, and Iran Offer Offsetting Effects on Grain Futures

What You Need to Know Today: Tensions in the Middle East escalated over the weekend with Iran demanding the U.S. make multiple concessions that are likely non-starters before traffic can flow through the Strait of Hormuz again. Saudi Arabia, Pakistan, and Turkey signed a mutual defense agreeme...

feed-grains soy-oilseeds wheat

WPI Crop Progress and Conditions App (Updated 10 August)

Developer's Note:  Last year, users pointed out differences between the 5-year averages reported in this app and what USDA estimates in its weekly report. The difference exists because WPI calculates average based on the last 5 years of observations for the current week. In cases where obs...

Wheat

Wheat

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Market Commentary: WASDE, Black Sea, and Iran Offer Offsetting Effects on Grain Futures

What You Need to Know Today: Tensions in the Middle East escalated over the weekend with Iran demanding the U.S. make multiple concessions that are likely non-starters before traffic can flow through the Strait of Hormuz again. Saudi Arabia, Pakistan, and Turkey signed a mutual defense agreeme...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Market Commentary: WASDE, Black Sea, and Iran Offer Offsetting Effects on Grain Futures

What You Need to Know Today: Tensions in the Middle East escalated over the weekend with Iran demanding the U.S. make multiple concessions that are likely non-starters before traffic can flow through the Strait of Hormuz again. Saudi Arabia, Pakistan, and Turkey signed a mutual defense agreeme...

feed-grains soy-oilseeds wheat

WPI Crop Progress and Conditions App (Updated 10 August)

Developer's Note:  Last year, users pointed out differences between the 5-year averages reported in this app and what USDA estimates in its weekly report. The difference exists because WPI calculates average based on the last 5 years of observations for the current week. In cases where obs...

Livestock

Livestock

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Market Commentary: WASDE, Black Sea, and Iran Offer Offsetting Effects on Grain Futures

What You Need to Know Today: Tensions in the Middle East escalated over the weekend with Iran demanding the U.S. make multiple concessions that are likely non-starters before traffic can flow through the Strait of Hormuz again. Saudi Arabia, Pakistan, and Turkey signed a mutual defense agreeme...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Market Commentary: WASDE, Black Sea, and Iran Offer Offsetting Effects on Grain Futures

What You Need to Know Today: Tensions in the Middle East escalated over the weekend with Iran demanding the U.S. make multiple concessions that are likely non-starters before traffic can flow through the Strait of Hormuz again. Saudi Arabia, Pakistan, and Turkey signed a mutual defense agreeme...

feed-grains livestock biofuel

Senate Farm Bill: What’s Next?

Senator John Boozman (R-Arkansas) has urged farmers to apply pressure on the failed farm bill during the August recess. His intent is to hold another vote on the legislation as soon as possible upon the Senate’s return from a five-week break on 14 September. From a parliamentary perspecti...

Biofuels

Biofuels

feed-grains livestock biofuel

Senate Farm Bill: What’s Next?

Senator John Boozman (R-Arkansas) has urged farmers to apply pressure on the failed farm bill during the August recess. His intent is to hold another vote on the legislation as soon as possible upon the Senate’s return from a five-week break on 14 September. From a parliamentary perspecti...

feed-grains soy-oilseeds wheat

WPI August Grain Balance Sheet Projections

Key Takeaways:  WPI’s 2025/26 corn export models continue to reflect strong international demand and put the total marketing year volume slightly above USDA’s estimates. Strong old crop corn exports are offset by weaker feed and residual use, leaving ending stocks slightly ele...

biofuel energy softs

Sugarcane: The World’s Most Abundant Crop but Often Overlooked

Key Takeaways: Sugarcane is the world’s largest crop by total production volume, surpassing major commodities such as corn, wheat, and soybeans, and supplies roughly 80 percent of global sugar production. Sugarcane’s perennial growth cycle allows farmers to harvest multiple crops f...

feed-grains livestock biofuel

Senate Farm Bill: What’s Next?

Senator John Boozman (R-Arkansas) has urged farmers to apply pressure on the failed farm bill during the August recess. His intent is to hold another vote on the legislation as soon as possible upon the Senate’s return from a five-week break on 14 September. From a parliamentary perspecti...

feed-grains soy-oilseeds wheat

WPI August Grain Balance Sheet Projections

Key Takeaways:  WPI’s 2025/26 corn export models continue to reflect strong international demand and put the total marketing year volume slightly above USDA’s estimates. Strong old crop corn exports are offset by weaker feed and residual use, leaving ending stocks slightly ele...

biofuel energy softs

Sugarcane: The World’s Most Abundant Crop but Often Overlooked

Key Takeaways: Sugarcane is the world’s largest crop by total production volume, surpassing major commodities such as corn, wheat, and soybeans, and supplies roughly 80 percent of global sugar production. Sugarcane’s perennial growth cycle allows farmers to harvest multiple crops f...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The escalating impacts of Russia and Ukraine’s recent attacks and counter attacks in the Black Sea continues to drive bullish CBOT sentiments. Managed money traders purchased 122,000 contracts across the ag markets, expanding their all-ags net long 27 percent in the process. The biggest d...

Farm Inputs

Farm Inputs

farm-inputs

Agricultural Investment: More Than Commodity Prices

Last week we reviewed an overlooked measure: agricultural productive capital. Using some Bureau of Economic Analysis (BEA) data, we developed an index of gross capital investment, which showed a major investment surge in agricultural equipment purchases in 2012–2014. Farm investments peak...

farm-inputs

Fertilizer Outlook

Easing tensions in the Strait of Hormuz, assuming the ceasefire holds, should bring fertilizer prices down, but it could be years before that actually occurs because fertilizer price shocks resulted from not one, but two wars in or near the heart of global fertilizer production. Those wars resu...

soy-oilseeds biofuel farm-inputs

Biomass-Based Diesel Feedstock Update: May Sets Record for Soyoil Usage

Key Takeaways: Soyoil consumption as a biofuel feedstock climbed to a record 1.434 billion pounds in May, setting a new all-time monthly high. Improved 45Z policy clarity in February 2026 has supported stronger soyoil demand from the biofuel sector by providing producers with greater certainty...

farm-inputs

Agricultural Investment: More Than Commodity Prices

Last week we reviewed an overlooked measure: agricultural productive capital. Using some Bureau of Economic Analysis (BEA) data, we developed an index of gross capital investment, which showed a major investment surge in agricultural equipment purchases in 2012–2014. Farm investments peak...

farm-inputs

Fertilizer Outlook

Easing tensions in the Strait of Hormuz, assuming the ceasefire holds, should bring fertilizer prices down, but it could be years before that actually occurs because fertilizer price shocks resulted from not one, but two wars in or near the heart of global fertilizer production. Those wars resu...

soy-oilseeds biofuel farm-inputs

Biomass-Based Diesel Feedstock Update: May Sets Record for Soyoil Usage

Key Takeaways: Soyoil consumption as a biofuel feedstock climbed to a record 1.434 billion pounds in May, setting a new all-time monthly high. Improved 45Z policy clarity in February 2026 has supported stronger soyoil demand from the biofuel sector by providing producers with greater certainty...

farm-inputs

Agriculture’s Productive Capital: An Overlooked Measure

Agriculture generates a lot of numbers in addition to crops and livestock. As ag economists, we are continually reviewing crop production, commodity prices, farm incomes, and international trade. You don’t often see much about capital investment in the ag press, however. New mills and gra...

Equities

Equities

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.62/bushel, up $0 from yesterday's close.  Sep 26 Wheat closed at $6.3975/bushel, up $0.085 from yesterday's close.  Nov 26 Soybeans closed at $11.7625/bushel, down $0.015 from yesterday's close.  Dec 26 Soymeal closed at $313.4/short ton, down $3.2 from y...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.62/bushel, up $0.02 from yesterday's close.  Sep 26 Wheat closed at $6.3125/bushel, down $0.11 from yesterday's close.  Nov 26 Soybeans closed at $11.7775/bushel, up $0.03 from yesterday's close.  Dec 26 Soymeal closed at $316.6/short ton, up $1 from yest...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.62/bushel, up $0 from yesterday's close.  Sep 26 Wheat closed at $6.3975/bushel, up $0.085 from yesterday's close.  Nov 26 Soybeans closed at $11.7625/bushel, down $0.015 from yesterday's close.  Dec 26 Soymeal closed at $313.4/short ton, down $3.2 from y...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.62/bushel, up $0.02 from yesterday's close.  Sep 26 Wheat closed at $6.3125/bushel, down $0.11 from yesterday's close.  Nov 26 Soybeans closed at $11.7775/bushel, up $0.03 from yesterday's close.  Dec 26 Soymeal closed at $316.6/short ton, up $1 from yest...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6/bushel, down $0.055 from yesterday's close.  Sep 26 Wheat closed at $6.4225/bushel, up $0.0375 from yesterday's close.  Nov 26 Soybeans closed at $11.7475/bushel, down $0.03 from yesterday's close.  Dec 26 Soymeal closed at $315.6/short ton, down $2.8 f...

Energy

Energy

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.62/bushel, up $0 from yesterday's close.  Sep 26 Wheat closed at $6.3975/bushel, up $0.085 from yesterday's close.  Nov 26 Soybeans closed at $11.7625/bushel, down $0.015 from yesterday's close.  Dec 26 Soymeal closed at $313.4/short ton, down $3.2 from y...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.6175/bushel, down $0.0025 from yesterday's close.  Sep 26 Wheat closed at $6.405/bushel, up $0.0075 from yesterday's close.  Nov 26 Soybeans closed at $11.795/bushel, up $0.0325 from yesterday's close.  Dec 26 Soymeal closed at $311.6/short ton, down $1.8...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.62/bushel, up $0 from yesterday's close.  Sep 26 Wheat closed at $6.3975/bushel, up $0.085 from yesterday's close.  Nov 26 Soybeans closed at $11.7625/bushel, down $0.015 from yesterday's close.  Dec 26 Soymeal closed at $313.4/short ton, down $3.2 from y...

energy

Transportation Perspectives - 6 August

Key Takeaways: Global freight markets are mixed this week with Capesize and Panamax vessel seeing strong performance, primarily on iron ore demand and U.S. Gulf and ECSA grain demand.  Handysize and, to a lesser extent, Supramax vessels are trading lower as charterers focus on larger vess...

Softs

Softs

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

biofuel energy softs

Sugarcane: The World’s Most Abundant Crop but Often Overlooked

Key Takeaways: Sugarcane is the world’s largest crop by total production volume, surpassing major commodities such as corn, wheat, and soybeans, and supplies roughly 80 percent of global sugar production. Sugarcane’s perennial growth cycle allows farmers to harvest multiple crops f...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The escalating impacts of Russia and Ukraine’s recent attacks and counter attacks in the Black Sea continues to drive bullish CBOT sentiments. Managed money traders purchased 122,000 contracts across the ag markets, expanding their all-ags net long 27 percent in the process. The biggest d...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Favorable U.S. weather overrode the Black Sea export impacts in last week’s trade and left more bearish sentiments to dominate the CBOT. Managed money traders sold 65,000 contracts across the ag markets, reducing their all-ags net long 11 percent in the process. The biggest drivers of the...

biofuel energy softs

Sugarcane: The World’s Most Abundant Crop but Often Overlooked

Key Takeaways: Sugarcane is the world’s largest crop by total production volume, surpassing major commodities such as corn, wheat, and soybeans, and supplies roughly 80 percent of global sugar production. Sugarcane’s perennial growth cycle allows farmers to harvest multiple crops f...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The escalating impacts of Russia and Ukraine’s recent attacks and counter attacks in the Black Sea continues to drive bullish CBOT sentiments. Managed money traders purchased 122,000 contracts across the ag markets, expanding their all-ags net long 27 percent in the process. The biggest d...

feed-grains wheat biofuel

Banning Glyphosate Could be Expensive

The Make America Healthy Again (MAHA) movement has reached a critical point after the Supreme Court ruled on 25 June that Bayer is shielded from state-level lawsuits because federal regulation does not require the company to warn of alleged cancer risks from such products. Thousands of "failure...

Macroeconomics

feed-grains livestock biofuel

Senate Farm Bill: What’s Next?

Senator John Boozman (R-Arkansas) has urged farmers to apply pressure on the failed farm bill during the August recess. His intent is to hold another vote on the legislation as soon as possible upon the Senate’s return from a five-week break on 14 September. From a parliamentary perspecti...

Senate Farm Bill Derailed over SNAP

Yesterday the Senate Agriculture Committee held its markup of the “skinny” farm bill, and it was derailed over Democratic opposition to plans for imposing food stamp costs on state governments. The Democrats pushed back on a provision that required states to pick up a larger share o...

farm-inputs

Agricultural Investment: More Than Commodity Prices

Last week we reviewed an overlooked measure: agricultural productive capital. Using some Bureau of Economic Analysis (BEA) data, we developed an index of gross capital investment, which showed a major investment surge in agricultural equipment purchases in 2012–2014. Farm investments peak...

feed-grains livestock biofuel

Senate Farm Bill: What’s Next?

Senator John Boozman (R-Arkansas) has urged farmers to apply pressure on the failed farm bill during the August recess. His intent is to hold another vote on the legislation as soon as possible upon the Senate’s return from a five-week break on 14 September. From a parliamentary perspecti...

Senate Farm Bill Derailed over SNAP

Yesterday the Senate Agriculture Committee held its markup of the “skinny” farm bill, and it was derailed over Democratic opposition to plans for imposing food stamp costs on state governments. The Democrats pushed back on a provision that required states to pick up a larger share o...

farm-inputs

Agricultural Investment: More Than Commodity Prices

Last week we reviewed an overlooked measure: agricultural productive capital. Using some Bureau of Economic Analysis (BEA) data, we developed an index of gross capital investment, which showed a major investment surge in agricultural equipment purchases in 2012–2014. Farm investments peak...

energy

Transportation Perspectives - 6 August

Key Takeaways: Global freight markets are mixed this week with Capesize and Panamax vessel seeing strong performance, primarily on iron ore demand and U.S. Gulf and ECSA grain demand.  Handysize and, to a lesser extent, Supramax vessels are trading lower as charterers focus on larger vess...

Pulses

MAHA: More Pulses? Does it Matter?

The Make America Healthy Again (MAHA) movement, spearheaded by the Secretary of Health and Human Services Department includes a lot of transformational goals, and some goals that are objectively silly. For example, Coca-Cola is transitioning back to sugar for some of its soft drinks, an announc...

Year of the Pulse

The International Grains Council (IGC) announced that it will include pulses in its definition of grains and expand market information on these products. Trade in pulses has been increasing as they grow in stature as a staple food and plant-based protein. The pod-based seeds of the legume famil...

livestock

An IPO-Level Look at the Veggie Burger Sector

Beyond Meat, the maker of a vegetable protein meat alternative product, is preparing for an IPO. It will be offering 8.75 million shares at $19-21, which would raise $175 million at the mid-point price. The company’s cornerstone product is the Beyond Burger, which is now available at a nu...

MAHA: More Pulses? Does it Matter?

The Make America Healthy Again (MAHA) movement, spearheaded by the Secretary of Health and Human Services Department includes a lot of transformational goals, and some goals that are objectively silly. For example, Coca-Cola is transitioning back to sugar for some of its soft drinks, an announc...

Year of the Pulse

The International Grains Council (IGC) announced that it will include pulses in its definition of grains and expand market information on these products. Trade in pulses has been increasing as they grow in stature as a staple food and plant-based protein. The pod-based seeds of the legume famil...

livestock

An IPO-Level Look at the Veggie Burger Sector

Beyond Meat, the maker of a vegetable protein meat alternative product, is preparing for an IPO. It will be offering 8.75 million shares at $19-21, which would raise $175 million at the mid-point price. The company’s cornerstone product is the Beyond Burger, which is now available at a nu...

feed-grains soy-oilseeds wheat

Indian Subcontinent Regional Analysis

Higher Early Sugar Production and Slow Exports Could Pressure Prices Due to the early start of the 2018/19 sugarcane crushing season, Indian sugar mills were able to produce 21.93 MMT of sugar as of 15 February 2019 versus 20.36 MMT at the same point a year ago, an increase of 7.71 percent. Ano...

Freight

FOB Prices and Freight Rates App (Updated 7 August)

WPI Grain Prices and Freight Rate App Note: you can also visit the app directly by clicking here. Supplemental Information The section below offers a concise view of the options available in the current version of the WPI FOB Price and Freight Rate app, along with a short “How To”...

energy

Transportation Perspectives - 6 August

Key Takeaways: Global freight markets are mixed this week with Capesize and Panamax vessel seeing strong performance, primarily on iron ore demand and U.S. Gulf and ECSA grain demand.  Handysize and, to a lesser extent, Supramax vessels are trading lower as charterers focus on larger vess...

Transportation Perspectives - 30 July

Wow – what a week for freight markets. Things are changing incredibly rapidly as escalations in the U.S.-Iran war and the Ukraine-Russia conflict reshape global shipping risks and approaches beyond simple rate and insurance cost adjustments. Too, the Panama Canal has shifted its stance on...

FOB Prices and Freight Rates App (Updated 7 August)

WPI Grain Prices and Freight Rate App Note: you can also visit the app directly by clicking here. Supplemental Information The section below offers a concise view of the options available in the current version of the WPI FOB Price and Freight Rate app, along with a short “How To”...

energy

Transportation Perspectives - 6 August

Key Takeaways: Global freight markets are mixed this week with Capesize and Panamax vessel seeing strong performance, primarily on iron ore demand and U.S. Gulf and ECSA grain demand.  Handysize and, to a lesser extent, Supramax vessels are trading lower as charterers focus on larger vess...

Transportation Perspectives - 30 July

Wow – what a week for freight markets. Things are changing incredibly rapidly as escalations in the U.S.-Iran war and the Ukraine-Russia conflict reshape global shipping risks and approaches beyond simple rate and insurance cost adjustments. Too, the Panama Canal has shifted its stance on...

feed-grains wheat

Little Hope for Rumored Black Sea Civilian Vessel Agreement

Key Takeaways:  Grain futures pulled back sharply in overnight trade Friday on rumors that Ukraine proposed two possible options for ensuring civilian vessel safety in the Black Sea. Both Russia and Ukraine have recently targeted civilian vessels carrying oil and grain in the Sea of Azov...

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