World Perspectives

Recent China Analysis

soy-oilseeds biofuel energy

Global Soybean Crush Margin Forecasts

Key Takeaways:  Continued domestic demand for soyoil in the U.S. will drive prices higher and create a firmer outlook for global soybean values and crush margins. U.S. soyoil prices are set to increase 13-16 percent over the next four months as the domestic demand expansion takes hold. Th...

Transportation Perspectives - 16 July

Key Takeaways: Tensions in the Persian Gulf are further away than ever from being resolved, as the ceasefire has fallen apart completely and the U.S. and Iran are back to trading blows.  Ships are still cautiously exiting the Strait of Hormuz but at a much slower rate than just a few week...

soy-oilseeds

AP Quant: WASDE Vegoils

Ag Perspectives Quant - WPI's data-driven look at ag market fundamentals - presents the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which WPI feels are...

soy-oilseeds

AP Quant: WASDE Soybeans

Ag Perspectives Quant - WPI's data-driven look at ag market fundamentals - presents the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which WPI feels are...

feed-grains

AP Quant: WASDE Corn

Ag Perspectives Quant - WPI's data-driven look at ag market fundamentals - offers the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which WPI feels are of...

soy-oilseeds

WASDE Soybeans - July 2026

USDA’s July WASDE outlook for 2026/27 left ending stocks of U.S. soybeans unchanged at 310 million bushels for 2026/27. Prices also are unchanged for 2026/27 - the average U.S. soybean price is forecast at $11.40 per bushel; soybean meal and oil prices are projected at $310 per short ton...

wheat

WASDE Corn - July 2026

USDA’s July WASDE outlook for 2026/27 reduced total U.S. corn ending stocks by 170 million bushels to 1.8 billion. The season-average farm price received by farmers is unchanged at $4.40 per bushel.  Foreign corn production was cut due to record heat in France. If realized, French pr...

wheat

WASDE Wheat - July 2026

USDA’s July WASDE outlook for 2026/27 reduced total U.S. wheat production by 7 million bushels from last month to 1,536 million – which is the lowest U.S. wheat production since 1970/71. The result is that projected 2026/27 ending stocks are 722 million bushels, which is down 22 per...

soy-oilseeds equities energy

Trade Deficit Data Reflects AI, Petroleum, and Soybeans

The trade deficit in goods and services came in at $77.6 billion in May, slightly smaller than the consensus estimate of $78.4 billion. After a few months of relative stability, the trade deficit widened in May. The increase in the deficit for the month was due to both a rise in imports, which...

soy-oilseeds livestock biofuel

Soybean Crush Margin Forecast

What You Need to Know Today… Crush margins are set to pull back after their recent rallies, though U.S. markets will fare better than others. U.S. demand-led strength in soyoil pricing is a key driver of U.S. margin profitability and will remain so into mid-autumn. Soymeal prices are th...

feed-grains soy-oilseeds

Port of Chancay's Success Hinges on Inland Infrastructure

Key Takeaways: China has invested heavily in the Port of Chancay to strengthen trade links between South America and Asia. The port could reduce shipping times to China by up to two weeks and improve export competitiveness. Inland transportation infrastructure remains the primary obstacle to r...

soy-oilseeds

WASDE Soybeans - June 2026

USDA’s June outlook for 2026/27 U.S. soybean supply, use, and price projections is unchanged. U.S. soybean ending stocks are unchanged. The result is that U.S. season-average soybean price for 2026/27 is forecast at $11.40 per bushel; soybean meal and oil prices are $310 per short ton and...

soy-oilseeds biofuel energy

Global Soybean Crush Margin Forecasts

Key Takeaways:  Continued domestic demand for soyoil in the U.S. will drive prices higher and create a firmer outlook for global soybean values and crush margins. U.S. soyoil prices are set to increase 13-16 percent over the next four months as the domestic demand expansion takes hold. Th...

Transportation Perspectives - 16 July

Key Takeaways: Tensions in the Persian Gulf are further away than ever from being resolved, as the ceasefire has fallen apart completely and the U.S. and Iran are back to trading blows.  Ships are still cautiously exiting the Strait of Hormuz but at a much slower rate than just a few week...

soy-oilseeds

AP Quant: WASDE Vegoils

Ag Perspectives Quant - WPI's data-driven look at ag market fundamentals - presents the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which WPI feels are...

soy-oilseeds

AP Quant: WASDE Soybeans

Ag Perspectives Quant - WPI's data-driven look at ag market fundamentals - presents the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which WPI feels are...

feed-grains

AP Quant: WASDE Corn

Ag Perspectives Quant - WPI's data-driven look at ag market fundamentals - offers the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which WPI feels are of...

soy-oilseeds

WASDE Soybeans - July 2026

USDA’s July WASDE outlook for 2026/27 left ending stocks of U.S. soybeans unchanged at 310 million bushels for 2026/27. Prices also are unchanged for 2026/27 - the average U.S. soybean price is forecast at $11.40 per bushel; soybean meal and oil prices are projected at $310 per short ton...

wheat

WASDE Corn - July 2026

USDA’s July WASDE outlook for 2026/27 reduced total U.S. corn ending stocks by 170 million bushels to 1.8 billion. The season-average farm price received by farmers is unchanged at $4.40 per bushel.  Foreign corn production was cut due to record heat in France. If realized, French pr...

wheat

WASDE Wheat - July 2026

USDA’s July WASDE outlook for 2026/27 reduced total U.S. wheat production by 7 million bushels from last month to 1,536 million – which is the lowest U.S. wheat production since 1970/71. The result is that projected 2026/27 ending stocks are 722 million bushels, which is down 22 per...

soy-oilseeds equities energy

Trade Deficit Data Reflects AI, Petroleum, and Soybeans

The trade deficit in goods and services came in at $77.6 billion in May, slightly smaller than the consensus estimate of $78.4 billion. After a few months of relative stability, the trade deficit widened in May. The increase in the deficit for the month was due to both a rise in imports, which...

soy-oilseeds livestock biofuel

Soybean Crush Margin Forecast

What You Need to Know Today… Crush margins are set to pull back after their recent rallies, though U.S. markets will fare better than others. U.S. demand-led strength in soyoil pricing is a key driver of U.S. margin profitability and will remain so into mid-autumn. Soymeal prices are th...

feed-grains soy-oilseeds

Port of Chancay's Success Hinges on Inland Infrastructure

Key Takeaways: China has invested heavily in the Port of Chancay to strengthen trade links between South America and Asia. The port could reduce shipping times to China by up to two weeks and improve export competitiveness. Inland transportation infrastructure remains the primary obstacle to r...

soy-oilseeds

WASDE Soybeans - June 2026

USDA’s June outlook for 2026/27 U.S. soybean supply, use, and price projections is unchanged. U.S. soybean ending stocks are unchanged. The result is that U.S. season-average soybean price for 2026/27 is forecast at $11.40 per bushel; soybean meal and oil prices are $310 per short ton and...

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