GOOD MORNING, Better rains in SA and a quiet China export picture weighed on the markets overnight. Whether the rains are sufficient is a question, but it eases the market back. With the recent rainfall there is talk of less acres under stress, with around 90% of Brazil's bean acres now planted as of Dec 3, according to AgRural. The COT showed that funds pared back length mostly for beans and meal, while maintaining a healthy long position in soyoil and corn. It also seems as though funds are looking for protection against long corn and bean positions, and last week there was noted call selling and put buying in options trade for March corn, specifically. Corn still remains well priced on the global stage, wi...
What You Need to Know Today: President Trump claimed the ceasefire between the U.S. and Iran was over, as both sides accused one another of violating the terms of the agreement. Commercial vessels are increasingly steering clear of the Strait of Hormuz as security risks escalate following Iran...
Key Takeaways: The CME Group is launching new 90 percent Lean Beef and 50 percent Lean Beef futures and options contracts in July. There are five key factors that must be present in physical markets and futures contract specifications for futures contracts to become successful. The two l...
Russian Grain Markets: 29 June-3 July 2026 The new marketing season has officially begun in Russia, although bearish sentiment has been concentrated in the southern regions closest to the Black Sea ports, where export demand has been weakest. Delays in grain deliveries to inland elevators have...
From WPI Consulting
Infrastructure investment due diligence
On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.