World Perspectives
feed-grains soy-oilseeds wheat

AM Outlook - Light Position Evening

GOOD MORNING, It is report day and traders do not expect to see many changes in the numbers, particularly where yields are concerned.  The report will factor in the slightly higher acreage data from June 30, and will be released at 11:00 central time.  Look for light position-evening to continue into the data.  Traders will be looking at how much USDA will lower Brazil's Safrinha corn crop, and what they will be doing with demand numbers.  As a reminder, Brazil's Conab was at 93.4 mmt, with the USDA at 98.5 mmt in June.  Most private estimates are more in the mindset that the freeze nipped potential back to the 85-90 mmt range for the Safrinha crop.   There have been rumors that China has been looking at...

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feed-grains soy-oilseeds wheat

Export Sales

Export Sales and Shipments for July 4-10, 2025.  Wheat: Net sales of 494,400 metric tons (MT) for 2025/2026 were down 13 percent from the previous week, but up 8 percent from the prior 4-week average. Export shipments of 432,900 MT were down 3 percent from the previous week, but up 7 perce...

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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