World Perspectives
feed-grains soy-oilseeds wheat

AM Outlook - Weeding Out Weaker Longs

GOOD MORNING, Prices continue higher as funds buy the market and influence beans, corn, meal, and soyoil into new contract highs.  Funds were buyers yesterday of 11K contracts of wheat, 25K corn, 30K beans, 8K meal, and 12K soyoil.  Looks like today is day 2 of much the same.    Bulls have several news headlines from which to feast, from the ongoing problematic weather and lower production, to the threat by Argentine farmers to strike in the wake of Argentina's decision to close their corn export registry until March.  That means less hedge pressure from the SA farmer, along with continued tight holding from the US farmer.   Matif corn and wheat futures are at new contract highs.   There were a...

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feed-grains soy-oilseeds wheat

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livestock

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

Market Commentary: Mixed But Steady with an Outside Surprise

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livestock

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...

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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