World Perspectives
feed-grains soy-oilseeds wheat

AM Outlook - Risk-on All Around

GOOD MORNING, Prices are higher led by the soy complex, with soyoil and bean prices hitting new highs for the move upward. Beans hit 2-month highs and spreads are firmer.   Soyoil prices are sharply higher following firmer palm oil direction and higher energies.  Macro markets are strong today with energies higher and global equities providing a nice tail-wind for Ags on an across the board "risk-on" day.  Inter-market spread trade continues, as traders buy beans (Chinese biz) vs. short wheat (Egyptian biz that gets awarded to Black Sea instead of the US).  WEATHER A mixed story, with five-day maps showing good coverage over Kansas, Eastern Neb., Northern MO., most of Iowa, and parts of Minn., Wisconsin, and west...

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feed-grains soy-oilseeds wheat

Market Commentary: Mixed But Steady with an Outside Surprise

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Livestock Industry Margins

Beef packer margins weakened further last week, with estimated net losses widening to -$247/head, extending the deterioration seen through late January. Boxed beef values were firmer last week, but gains failed to offset increases in fed cattle prices, resulting in additional margin compression...

A Year in Review: Impact of Tariffs on Agricultural and Food Processing Machinery

We now have nearly a year of data to work with on the impact of the Trump Administration’s tariffs.  When they were first announced, there was quite a bit of conjecture and some sophisticated economic analysis about how trade flows would be impacted. This brief analysis will focus br...

feed-grains soy-oilseeds wheat

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Livestock Industry Margins

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feed-grains soy-oilseeds wheat

Summary of Futures

Mar 26 Corn closed at $4.275/bushel, down $0.0125 from yesterday's close.  Mar 26 Wheat closed at $5.3725/bushel, up $0.09 from yesterday's close.  Mar 26 Soybeans closed at $11.24/bushel, up $0.015 from yesterday's close.  Mar 26 Soymeal closed at $303/short ton, up $2.2 from ye...

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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.

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