World Perspectives
feed-grains soy-oilseeds wheat

AM Outlook - Bend, Not Break

GOOD MORNING,  Prices are higher this morning, with new contract highs in soyoil and beans approaching the top end of its trading range.  Traders are watching closely to see if March beans can break through the $12.00 level.  Drier than normal weather patterns continue across parts of Brazil and Argentina.  Private crop estimates continue to be steady or show overall declines for beans and corn.  The lack of US or SA farmer selling is allowing prices to firm as funds buy back some of what they tossed out a week ago.    US farmers have sold an estimated 80-85% of the 2020 crop, which is limiting the amount of pressure as funds buy.  Reasons for the rally include:  Producers may wait to sell unt...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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Aid versus Trade; Idealism versus Competition; AI and Ag; Untethered Presidency

Aid versus Trade Development assistance has a long and unsatisfying history. The causes of poverty were long ago identified as poor governance and the lack of rule of law. But the UN could not criticize the national leaders that form its membership, and so for decades development assistance has...

feed-grains soy-oilseeds wheat

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The situation in the Persian Gulf remains as volatile as ever since it started on 28 February with a supposed weekend peace agreement dissolving into the U.S. Navy firing upon an Iranian vessel. The vessel was trying to pass through the Strait of Hormuz and reportedly did not heed commands to h...

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Summary of Futures

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Aid versus Trade; Idealism versus Competition; AI and Ag; Untethered Presidency

Aid versus Trade Development assistance has a long and unsatisfying history. The causes of poverty were long ago identified as poor governance and the lack of rule of law. But the UN could not criticize the national leaders that form its membership, and so for decades development assistance has...

feed-grains soy-oilseeds energy

Iran Peace Talks on Again, Off Again: Impacting Fertilizer

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From WPI Consulting

Illuminating the value of technical research

On behalf of a commodity producer organization, WPI evaluated the outputs from a project that featured a $5 million investment into technical research over multiple years. WPI’s team captured the results of this extensive effort and synthesized them for presentation to the organization’s governing board; among the findings uncovered and presented for the first time was the development of genomic traits proven, via rigorous testing, to provide crop yield advantages of 50 percent or more to U.S. farmers in times of drought. Capturing measurable results from long-term efforts can be challenging. Educating clients on the dynamics of success measurement when quantifiable results are not readily available requires deep client-consultant collaboration and an ability to consider both near- and long-term client aspirations with market/policy dynamics – attributes that WPI brings to every consulting engagement.

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