World Perspectives

Recent North America Analysis

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

Market Commentary: Attention Turns to August WASDE Yield Estimates

What You Need to Know Today: Traders are increasingly focused on next Wednesday’s August WASDE report, with corn and soybean yield estimates expected to drive the next major move in grain markets. Recent crop condition declines and late-July heat have increased uncertainty around USDA&rs...

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...

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...

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...

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”...

feed-grains soy-oilseeds wheat

Market Commentary: Grain Markets Awaiting New Catalysts

What You Need to Know Today:  Iran has developed an initial draft plan that would prohibit U.S. and Israeli ships from transiting the Strait of Hormuz, increasing concerns over potential disruptions to global energy trade. Although no restrictions have been enacted, the proposal adds anot...

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...

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...

livestock

Wool Economics: A Missing U.S. Value Chain

Wool is one of the most misunderstood U.S. agricultural commodities. Fine wool in the 17–21 micron range commands premium prices in luxury apparel, technical outdoor gear, and high-end knitwear, while coarser wool is gaining support as building codes and standards shift toward natural-fib...

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...

feed-grains soy-oilseeds wheat

Market Commentary: Caution Beneath the Headlines

There are plenty of major headlines moving across the markets today, but the reaction beneath them remains cautious. Crude oil is holding steady despite reports of progress involving the Strait of Hormuz, corn and soybeans remain tied to changing weather forecasts, and wheat continues to weigh...

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

Market Commentary: Attention Turns to August WASDE Yield Estimates

What You Need to Know Today: Traders are increasingly focused on next Wednesday’s August WASDE report, with corn and soybean yield estimates expected to drive the next major move in grain markets. Recent crop condition declines and late-July heat have increased uncertainty around USDA&rs...

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...

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...

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...

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”...

feed-grains soy-oilseeds wheat

Market Commentary: Grain Markets Awaiting New Catalysts

What You Need to Know Today:  Iran has developed an initial draft plan that would prohibit U.S. and Israeli ships from transiting the Strait of Hormuz, increasing concerns over potential disruptions to global energy trade. Although no restrictions have been enacted, the proposal adds anot...

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...

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...

livestock

Wool Economics: A Missing U.S. Value Chain

Wool is one of the most misunderstood U.S. agricultural commodities. Fine wool in the 17–21 micron range commands premium prices in luxury apparel, technical outdoor gear, and high-end knitwear, while coarser wool is gaining support as building codes and standards shift toward natural-fib...

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...

feed-grains soy-oilseeds wheat

Market Commentary: Caution Beneath the Headlines

There are plenty of major headlines moving across the markets today, but the reaction beneath them remains cautious. Crude oil is holding steady despite reports of progress involving the Strait of Hormuz, corn and soybeans remain tied to changing weather forecasts, and wheat continues to weigh...

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