World Perspectives

Recent Asia 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...

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...

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...

Abe-Trump Tête-à-Tête; Milk Shake

Abe-Trump Tête-à-Tête Donald Trump wants a bilateral free trade agreement (FTA) with Japan, only rejoining the Trans-Pacific Partnership (TPP) as a fallback position and if it includes “substantial improvements” over the one he exited. Meanwhile, Shinzö Abe d...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans After the instability of two weeks ago, soybean trading around the world was steadier last week. Since the Chinese prime minister announced then that his country would apply 25 percent import duties on U.S. soybeans, there has been no further update. This allowed the soybean market to...

You Were Close

Respondents to WPI’s last online survey expressed the view that relations with North Korea reflected a troubled area that is slightly more likely to become positive (see graph below). That may still be the case, but President Trump’s recognition this week that rejoining the Trans-Pa...

Deep Water; Economic Truth; Double Squeeze; WTO Weaknesses

Deep Water USDA ignored the advice of the National Organic Standards Board (NAOB) and organic hardliners by allowing the continued use of carrageenan in organic-labeled foods. Carrageenan is extracted from seaweed that is grown naturally (sans human involvement) in the sea and then typically dr...

softs soy-oilseeds feed-grains

India Subcontinent Regional Analysis

  Record Sugar Production Expected as Prices Tumble and Arrears Mount India’s sugar production for 2017/18 (October-September) is now expected to total 30.3 MMT, up from the previous estimate of 29.5 MMT. The production cycle is coming to an end with output reaching a high of 28.18 M...

Trade War Adjustments; Imports Too!

Trade War Adjustments Back in 1973, the U.S. imposed a soybean export embargo and then export licensing requirements due to short supply concerns. The result was the birth of the Brazilian soybean industry as Japan sought to diversify its suppliers and began investments in South America. Now ma...

soy-oilseeds feed-grains biofuel

Oilseed Highlights: Argentine Export Taxes;Ukrainian and Chinese Soy; Biodiesel Updates

Argentina Changes Basis for Export Tax Payments The Argentine government has modified its export tax system for soybeans and soy products as well as other applicable items. The tax was previously assessed based on the month of sale, but it will now be based on the month the commodity is exporte...

Trump’s Curious Trade Policy; Alt “Meat”

Trump’s Curious Trade Policy Developments in U.S. trade policy are not consistent with the professed message of the Trump administration. For example: Arbitrary Deadlines: Washington Trade Daily is reporting that the Trump administration is pushing its NAFTA partners to be able to announc...

Record Energy Exports

The geopolitics of trade has been in the news and on the negotiating table since the first year of the Trump administration, all casting the U.S. as coming up short on changes in the global economy. This has involved the withdrawal from the Trans-Pacific Partnership (TPP), renegotiation of NAFT...

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...

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...

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...

Abe-Trump Tête-à-Tête; Milk Shake

Abe-Trump Tête-à-Tête Donald Trump wants a bilateral free trade agreement (FTA) with Japan, only rejoining the Trans-Pacific Partnership (TPP) as a fallback position and if it includes “substantial improvements” over the one he exited. Meanwhile, Shinzö Abe d...

soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans After the instability of two weeks ago, soybean trading around the world was steadier last week. Since the Chinese prime minister announced then that his country would apply 25 percent import duties on U.S. soybeans, there has been no further update. This allowed the soybean market to...

You Were Close

Respondents to WPI’s last online survey expressed the view that relations with North Korea reflected a troubled area that is slightly more likely to become positive (see graph below). That may still be the case, but President Trump’s recognition this week that rejoining the Trans-Pa...

Deep Water; Economic Truth; Double Squeeze; WTO Weaknesses

Deep Water USDA ignored the advice of the National Organic Standards Board (NAOB) and organic hardliners by allowing the continued use of carrageenan in organic-labeled foods. Carrageenan is extracted from seaweed that is grown naturally (sans human involvement) in the sea and then typically dr...

softs soy-oilseeds feed-grains

India Subcontinent Regional Analysis

  Record Sugar Production Expected as Prices Tumble and Arrears Mount India’s sugar production for 2017/18 (October-September) is now expected to total 30.3 MMT, up from the previous estimate of 29.5 MMT. The production cycle is coming to an end with output reaching a high of 28.18 M...

Trade War Adjustments; Imports Too!

Trade War Adjustments Back in 1973, the U.S. imposed a soybean export embargo and then export licensing requirements due to short supply concerns. The result was the birth of the Brazilian soybean industry as Japan sought to diversify its suppliers and began investments in South America. Now ma...

soy-oilseeds feed-grains biofuel

Oilseed Highlights: Argentine Export Taxes;Ukrainian and Chinese Soy; Biodiesel Updates

Argentina Changes Basis for Export Tax Payments The Argentine government has modified its export tax system for soybeans and soy products as well as other applicable items. The tax was previously assessed based on the month of sale, but it will now be based on the month the commodity is exporte...

Trump’s Curious Trade Policy; Alt “Meat”

Trump’s Curious Trade Policy Developments in U.S. trade policy are not consistent with the professed message of the Trump administration. For example: Arbitrary Deadlines: Washington Trade Daily is reporting that the Trump administration is pushing its NAFTA partners to be able to announc...

Record Energy Exports

The geopolitics of trade has been in the news and on the negotiating table since the first year of the Trump administration, all casting the U.S. as coming up short on changes in the global economy. This has involved the withdrawal from the Trans-Pacific Partnership (TPP), renegotiation of NAFT...

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