World Perspectives
feed-grains

AM Outlook - Macro Pressures

GOOD MORNING, Prices are mixed this morning, lower for everything but soyoil.  Soyoil futures followed a strong performance by palm, which jumped to new contract highs, and firmer crude oil which trades closer to the $80/barrel mark.  Oilshare is soaring, as Egypt comes to tender for some as well.   Beans made new lows in the night session but are recovering slowly following the palm.  Grains remain in congestion mode.  China markets are closed for holiday.  The October USDA will be important in that yields will become more exact.  In front of that report come the guesses.  StoneX raised its corn yield to 176.7 bpa from 177.5 bpa prev. report, with production at 15.022 bln bu from 14.998 bln bu...

Related Articles
livestock

Despite Futures Pullback, Cow-Calf Profits Hit Records

With November and the fall calf run almost over, the U.S. beef industry now has its first truly solid estimates of the realized profitability of many cow-calf operations. Most operations wean and market calves in the fall, starting in September or early October and running through December, whi...

WPI Grain Transportation Report

Dry bulk markets are firmer this week as China’s recent soybean purchases stoked hopes that cargo demand, and vessel hire rates, will increase heading into 2026. China has purchased about 1 MMT of U.S. soybeans out of their commitment to purchase 12 MMT in December and January.  Cape...

feed-grains soy-oilseeds wheat

Market Commentary: Unmoved and Uncertain

It was the third straight day of flash soybean sales to China. The IGC tightened global soybean balances. The morning’s USDA’s export sales report showed corn and wheat ahead of last year. The September employment report showed substantially larger gains than expected. Stocks opened...

livestock

Despite Futures Pullback, Cow-Calf Profits Hit Records

With November and the fall calf run almost over, the U.S. beef industry now has its first truly solid estimates of the realized profitability of many cow-calf operations. Most operations wean and market calves in the fall, starting in September or early October and running through December, whi...

WPI Grain Transportation Report

Dry bulk markets are firmer this week as China’s recent soybean purchases stoked hopes that cargo demand, and vessel hire rates, will increase heading into 2026. China has purchased about 1 MMT of U.S. soybeans out of their commitment to purchase 12 MMT in December and January.  Cape...

feed-grains soy-oilseeds wheat

Market Commentary: Unmoved and Uncertain

It was the third straight day of flash soybean sales to China. The IGC tightened global soybean balances. The morning’s USDA’s export sales report showed corn and wheat ahead of last year. The September employment report showed substantially larger gains than expected. Stocks opened...

soy-oilseeds

Soybean Crushing Margins Outlook for Q1 2025

CBOT board soybean crush margins have been volatile over the past two months due to rapidly changing political and export outlooks as well as shifting global supply expectations. In mid-October, the January crush margin hit a rally high of 155 cents/bushel before it dropped to a contract low of...

Image
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.

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up