World Perspectives

Recent Ag Perspectives Analysis

Wars on Chinese Consumers, EU Farmers, and Foreign Investors; Japanese Challenge

War on Chinese Consumers China’s National Grain & Oil Information Centre (CNGOIC) is honest and forthright as it reported this week that soymeal prices have surged on fears of an escalating U.S.-China trade war. The graphs below document the rise in soybean and soymeal prices. The res...

feed-grains soy-oilseeds

Summer Weather?

Everyone wants to know what the U.S. growing season will be like in 2018. Analysts with a bearish bent are projecting record corn and soybean yields before the crops have been planted. Those with a bullish bent are saying severe weather and yield problems aren’t needed to reduce ending su...

feed-grains soy-oilseeds wheat

Market Commentary

Markets were lower overnight, and that trend continued into the day session. One word that described today’s market action was weather, which is looking much better across the U.S. than a week ago. It will be warmer and drier, and that means farmers will get the planters rolling. A later...

feed-grains soy-oilseeds wheat

Closing Futures Prices

WPI provides a summary of the week’s futures price activity and the gains/losses experienced by grain, oilseed, and livestock markets. Additionally, today’s data from the CFTC points to changing views among managed money funds. Meanwhile, commercial traders’ positions are evol...

soy-oilseeds feed-grains softs

Indian Subcontinent Regional Analysis

Soymeal Exports Trending Lower For FY 2017/18 (April-March), India’s soymeal exports totaled 1.156 MMT, up from 0.916 MMT the previous year. However, they were lower in the first six months at 0.666 MMT versus 0.840 MMT during the same period of FY 2016/17. After peaking at 0.207 MMT in N...

Ag Implications of Legalizing Marijuana

Attorney General Jeff Sessions released a memo in January (see Ag Perspectives, 5 January) rescinding the so-called Cole memo, issued by Obama administration Deputy Attorney General James Cole in 2013, and four other Obama-era directives dating back to 2009 that set guidelines of noninterferenc...

Pig in an R&D Poke; Regenerative Economics; Language Squeeze

Pig in an R&D Poke Various coalitions of U.S. agricultural research universities are lamenting that the House Agriculture Committee-approved farm bill failed to include increases in federal subsidies for their research. It is natural for these largely academic institutions to seek greater s...

feed-grains soy-oilseeds wheat

Market Commentary

In terms of market-moving news, the last several days have been something of a desert. The unlikelihood that the forecast weekend rains will provide much relief for the Plains and NOAA’s outlook that dryness will continue into May are supporting KC HRW futures but little else. This was th...

livestock

Cattle on Feed; Farm Bill Update

Cattle on Feed  Tomorrow USDA will release its monthly Cattle on Feed report. The industry’s pre-report estimates peg the total number on feed as of 1 April to be 107.6 percent of last year with March placements and marketings at 91 percent and 96 percent ,respectively, of the totals...

wheat feed-grains soy-oilseeds

More Tales from Export Sales

Insofar as cash and futures markets for grain and the soy complex are concerned, the impacts of U.S. trade policy issues are ultimately measured by the volumes of export sales and shipments. The fact that such issues currently involve China, Mexico and Canada ensures that whatever happens in th...

soy-oilseeds

Oilseed Highlights: Soy Export Sales; Poor Yields in Rio Grande do Sul; Argentine Soy Crop

Soy Export Sales Highlights Today’s USDA export sales report indicated the week ending 12 April was well above average for U.S. soybeans. Net sales totaled 1,040,700 MT for shipment in 2017/18, mostly to unknown destinations (581,000 MT), Mexico (129,900 MT), Indonesia (77,800 MT), Egypt...

feed-grains soy-oilseeds wheat

Closing Futures Prices

Today’s closing prices for corn, wheat, soybeans, cattle, and hog futures are shown along with USDA’s Export Sales results. Analysis of the latter shows interesting trends in corn and soybean exports, and it also provides insights into YTD bookings for wheat, barley, soymeal and soy...

Wars on Chinese Consumers, EU Farmers, and Foreign Investors; Japanese Challenge

War on Chinese Consumers China’s National Grain & Oil Information Centre (CNGOIC) is honest and forthright as it reported this week that soymeal prices have surged on fears of an escalating U.S.-China trade war. The graphs below document the rise in soybean and soymeal prices. The res...

feed-grains soy-oilseeds

Summer Weather?

Everyone wants to know what the U.S. growing season will be like in 2018. Analysts with a bearish bent are projecting record corn and soybean yields before the crops have been planted. Those with a bullish bent are saying severe weather and yield problems aren’t needed to reduce ending su...

feed-grains soy-oilseeds wheat

Market Commentary

Markets were lower overnight, and that trend continued into the day session. One word that described today’s market action was weather, which is looking much better across the U.S. than a week ago. It will be warmer and drier, and that means farmers will get the planters rolling. A later...

feed-grains soy-oilseeds wheat

Closing Futures Prices

WPI provides a summary of the week’s futures price activity and the gains/losses experienced by grain, oilseed, and livestock markets. Additionally, today’s data from the CFTC points to changing views among managed money funds. Meanwhile, commercial traders’ positions are evol...

soy-oilseeds feed-grains softs

Indian Subcontinent Regional Analysis

Soymeal Exports Trending Lower For FY 2017/18 (April-March), India’s soymeal exports totaled 1.156 MMT, up from 0.916 MMT the previous year. However, they were lower in the first six months at 0.666 MMT versus 0.840 MMT during the same period of FY 2016/17. After peaking at 0.207 MMT in N...

Ag Implications of Legalizing Marijuana

Attorney General Jeff Sessions released a memo in January (see Ag Perspectives, 5 January) rescinding the so-called Cole memo, issued by Obama administration Deputy Attorney General James Cole in 2013, and four other Obama-era directives dating back to 2009 that set guidelines of noninterferenc...

Pig in an R&D Poke; Regenerative Economics; Language Squeeze

Pig in an R&D Poke Various coalitions of U.S. agricultural research universities are lamenting that the House Agriculture Committee-approved farm bill failed to include increases in federal subsidies for their research. It is natural for these largely academic institutions to seek greater s...

feed-grains soy-oilseeds wheat

Market Commentary

In terms of market-moving news, the last several days have been something of a desert. The unlikelihood that the forecast weekend rains will provide much relief for the Plains and NOAA’s outlook that dryness will continue into May are supporting KC HRW futures but little else. This was th...

livestock

Cattle on Feed; Farm Bill Update

Cattle on Feed  Tomorrow USDA will release its monthly Cattle on Feed report. The industry’s pre-report estimates peg the total number on feed as of 1 April to be 107.6 percent of last year with March placements and marketings at 91 percent and 96 percent ,respectively, of the totals...

wheat feed-grains soy-oilseeds

More Tales from Export Sales

Insofar as cash and futures markets for grain and the soy complex are concerned, the impacts of U.S. trade policy issues are ultimately measured by the volumes of export sales and shipments. The fact that such issues currently involve China, Mexico and Canada ensures that whatever happens in th...

soy-oilseeds

Oilseed Highlights: Soy Export Sales; Poor Yields in Rio Grande do Sul; Argentine Soy Crop

Soy Export Sales Highlights Today’s USDA export sales report indicated the week ending 12 April was well above average for U.S. soybeans. Net sales totaled 1,040,700 MT for shipment in 2017/18, mostly to unknown destinations (581,000 MT), Mexico (129,900 MT), Indonesia (77,800 MT), Egypt...

feed-grains soy-oilseeds wheat

Closing Futures Prices

Today’s closing prices for corn, wheat, soybeans, cattle, and hog futures are shown along with USDA’s Export Sales results. Analysis of the latter shows interesting trends in corn and soybean exports, and it also provides insights into YTD bookings for wheat, barley, soymeal and soy...

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