World Perspectives

Recent India Analysis

Steel Steals; Colonialism versus Slavery; India’s Farm Policy; Immigration and Inflation

Steel Steals from Farmers If the Trump White House accepts the advice of the Section 232 investigation by the Ross Commerce Department and raises tariffs on steel imports, it could be U.S. farmers who are hurt. That is the calculation of former U.S. ITC commissioner Daniel Pearson. He notes tha...

Undermining 232 Rationale; Trump View Vindicated; MAAlicious

Undermining 232 Rationale The U.S. Commerce Department announced the results of its Section 232 investigation into imports of aluminum and steel. It was found that these imports are undermining national security and should be subject to both tariffs and quotas. The U.S. can assert a national se...

softs soy-oilseeds wheat

Indian Subcontinent Regional Analysis

Sugar Prices Firm; Export Duty Could Be Removed Sugar prices continue to firm following the imposition of an export duty and stock limits on sugar mills. According to National Commodity and Derivatives Exchange (NCDEX) data, the bottom spot price occurred on 5 February 2018 with prices rising 8...

feed-grains wheat soy-oilseeds

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MIDDLE EAST/MEDITERRANEAN COMMENTS Pakistan’s wheat sales are said to have reached about 750,000 MT at FOB prices of $190-195 /MT in bulk vessel, reportedly for shipment to Kenya, Sri Lanka and Bangladesh with additional sales to Asian destinations. According to the lates...

softs soy-oilseeds wheat

Indian Subcontinent Regional Analysis

Higher Duties on Sugar and Chickpea Imports Have Immediate Effect To keep a check on prices, the government of India (GOI) has raised the duty on sugar from 50 percent to 100 percent. The increase was a demand from the sugar industry as sugar prices were below the cost of production. Both carry...

soy-oilseeds

Oilseed Highlights: USDA Forecast Revisions; Brazil’s Weather Woes; Export Sales

USDA Cuts Forecast for U.S. Soybean Exports Again and Revises Other Estimates Today USDA unsurprisingly further reduced its forecast for U.S. soybean exports in 2017/18 by an additional 60 million bushels (1.633 MMT) to 2.1 billion bushels (57.16 MMT). With no other changes, the result was a 60...

soy-oilseeds

WASDE Soybeans

2017/18 U.S. soybean outlook is for reduced exports and increased ending stocks. Soybean exports for 2017/18 are projected at 2,100 million bushels, down 60 million from last month, reflecting shipments and sales through January and increased export competition on larger supplies in Brazil. Wit...

soy-oilseeds

Oilseed Highlights: Argentine Soy; South American Transport Problems; Ukrainian Soy; India Soymeal

Critical Week for Argentine Soybeans Weather forecasters are predicting substantial rains across Argentina’s driest areas on Friday and Saturday of this week with some showers at the end of the following week. However, the predicted rainfall is far from certain as are the amounts and area...

soy-oilseeds softs biofuel

Indian Subcontinent Regional Analysis

High Duty Reduces Edible Oil Imports Edible oil imports dropped in December 2017 following an increase in the duty the previous month, falling approximately 9.88 percent to 1.058 MMT versus 1.174 MMT in December 2016. They totaled 2.283 MMT for the two months of November and December 2017, down...

feed-grains soy-oilseeds

Indian Subcontinent Regional Analysis

Increased Corn Area; Prices Stable but High The 2017/18 rabi (summer crop) corn area, which will be harvested in March-April 2018, totaled 1.5739 million hectares as of 19 January. While that is marginally higher than the 1.535 million hectares of a year ago, it is slightly lower than the seaon...

Trade Policy Confusion; Meat Confusion

Trade Policy Confusion Indian Prime Minister Narendra Modi decried protectionism at the World Economic Forum today. In a speech widely perceived to be an attack on Donald’s Trump’s “America First” policy, Modi follows similar exhortations by Chinese President Xi Jinping...

wheat feed-grains soy-oilseeds

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MIDDLE EAST/MEDITERRANEAN COMMENTS Egypt’s supply ministry has announced that the government’s wheat storage capacity will be expanded to 3.9 MMT by 2022. While first announced last fall, this now seems to be “officially” approved. Some of it seems to be...

Steel Steals; Colonialism versus Slavery; India’s Farm Policy; Immigration and Inflation

Steel Steals from Farmers If the Trump White House accepts the advice of the Section 232 investigation by the Ross Commerce Department and raises tariffs on steel imports, it could be U.S. farmers who are hurt. That is the calculation of former U.S. ITC commissioner Daniel Pearson. He notes tha...

Undermining 232 Rationale; Trump View Vindicated; MAAlicious

Undermining 232 Rationale The U.S. Commerce Department announced the results of its Section 232 investigation into imports of aluminum and steel. It was found that these imports are undermining national security and should be subject to both tariffs and quotas. The U.S. can assert a national se...

softs soy-oilseeds wheat

Indian Subcontinent Regional Analysis

Sugar Prices Firm; Export Duty Could Be Removed Sugar prices continue to firm following the imposition of an export duty and stock limits on sugar mills. According to National Commodity and Derivatives Exchange (NCDEX) data, the bottom spot price occurred on 5 February 2018 with prices rising 8...

feed-grains wheat soy-oilseeds

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MIDDLE EAST/MEDITERRANEAN COMMENTS Pakistan’s wheat sales are said to have reached about 750,000 MT at FOB prices of $190-195 /MT in bulk vessel, reportedly for shipment to Kenya, Sri Lanka and Bangladesh with additional sales to Asian destinations. According to the lates...

softs soy-oilseeds wheat

Indian Subcontinent Regional Analysis

Higher Duties on Sugar and Chickpea Imports Have Immediate Effect To keep a check on prices, the government of India (GOI) has raised the duty on sugar from 50 percent to 100 percent. The increase was a demand from the sugar industry as sugar prices were below the cost of production. Both carry...

soy-oilseeds

Oilseed Highlights: USDA Forecast Revisions; Brazil’s Weather Woes; Export Sales

USDA Cuts Forecast for U.S. Soybean Exports Again and Revises Other Estimates Today USDA unsurprisingly further reduced its forecast for U.S. soybean exports in 2017/18 by an additional 60 million bushels (1.633 MMT) to 2.1 billion bushels (57.16 MMT). With no other changes, the result was a 60...

soy-oilseeds

WASDE Soybeans

2017/18 U.S. soybean outlook is for reduced exports and increased ending stocks. Soybean exports for 2017/18 are projected at 2,100 million bushels, down 60 million from last month, reflecting shipments and sales through January and increased export competition on larger supplies in Brazil. Wit...

soy-oilseeds

Oilseed Highlights: Argentine Soy; South American Transport Problems; Ukrainian Soy; India Soymeal

Critical Week for Argentine Soybeans Weather forecasters are predicting substantial rains across Argentina’s driest areas on Friday and Saturday of this week with some showers at the end of the following week. However, the predicted rainfall is far from certain as are the amounts and area...

soy-oilseeds softs biofuel

Indian Subcontinent Regional Analysis

High Duty Reduces Edible Oil Imports Edible oil imports dropped in December 2017 following an increase in the duty the previous month, falling approximately 9.88 percent to 1.058 MMT versus 1.174 MMT in December 2016. They totaled 2.283 MMT for the two months of November and December 2017, down...

feed-grains soy-oilseeds

Indian Subcontinent Regional Analysis

Increased Corn Area; Prices Stable but High The 2017/18 rabi (summer crop) corn area, which will be harvested in March-April 2018, totaled 1.5739 million hectares as of 19 January. While that is marginally higher than the 1.535 million hectares of a year ago, it is slightly lower than the seaon...

Trade Policy Confusion; Meat Confusion

Trade Policy Confusion Indian Prime Minister Narendra Modi decried protectionism at the World Economic Forum today. In a speech widely perceived to be an attack on Donald’s Trump’s “America First” policy, Modi follows similar exhortations by Chinese President Xi Jinping...

wheat feed-grains soy-oilseeds

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MIDDLE EAST/MEDITERRANEAN COMMENTS Egypt’s supply ministry has announced that the government’s wheat storage capacity will be expanded to 3.9 MMT by 2022. While first announced last fall, this now seems to be “officially” approved. Some of it seems to be...

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