GOOD MORNING, Prices are mostly higher led by beans, and a good recovery in soyoil futures. The catalyst for higher trade in beans is the weather, which remains dry in South America, and ideas that China will continue to buy. Comments from Brazil's AgRural indicates that the absence of rainfall for a healthy start could affect the final supply, which may be smaller. Funds continue to add to long positions daily on the perception that demand remains robust, which could be reflected in the upcoming USDA report. Estimated tallies indicate that funds may be long a record 250K beans, 87K meal, 94K soyoil, 165K corn, and 45K wheat. The ongoing interest to own commodities in front of the October report on Fri...
What You Need to Know Today: President Trump claimed the ceasefire between the U.S. and Iran was over, as both sides accused one another of violating the terms of the agreement. Commercial vessels are increasingly steering clear of the Strait of Hormuz as security risks escalate following Iran...
Key Takeaways: The CME Group is launching new 90 percent Lean Beef and 50 percent Lean Beef futures and options contracts in July. There are five key factors that must be present in physical markets and futures contract specifications for futures contracts to become successful. The two l...
Russian Grain Markets: 29 June-3 July 2026 The new marketing season has officially begun in Russia, although bearish sentiment has been concentrated in the southern regions closest to the Black Sea ports, where export demand has been weakest. Delays in grain deliveries to inland elevators have...
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.