GOOD MORNING, As we head into Labor Day, funds continue to build their net short positions in corn while maintaining an overall larger short in beans and meal. Corn prices are pressured by ongoing harvesting in Mississippi and parts of the Delta, (in between raindrops), with producers reporting good yields. As the markets turn choppy, a few fan - favorite spreads continue to emerge. 1. Buy soyoil/sell meal. Oilshare was working higher off the back of higher palm oil values and forecasts for tighter supplies as Chinese crush was reduced. ASF weighs on meal. It's a good story, but can it last? There are still plenty of soyoil bears out there who say hogwash to higher prices. ...
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.