The big news for Monday’s ag market trade wasn’t the U.S.-EU trade deal, but rather continued favorable weather in the U.S. Midwest that will boost corn and soybean yield potential to record or near-record levels. The weather has private analysts boosting yield expectations by sever...
Humiliating U.S. trade talks with China this week are not expected to net anything more than an extension of the current standoff, which means nothing for U.S. soybean exporters. Meanwhile, the trade agreement yesterday between President Trump and EU President Ursua von der Leyen offers up many...
Dy Bulk Markets Again this week, the bullish story is the rapid rise in Capesize vessel freight values with demand for Australian iron ore driving most of the rally. The Aussies have seen strong demand for August shipments in particular, which is pushing the forward end of the curve highe...
WPI offers the following analysis as a continuation of last week’s work examining mispricing opportunities in agricultural futures. Readers may recall that this work seeks to identify for the major agricultural commodities where along the forward curve current futures have the greatest er...
Illuminating the value of technical research
On behalf of a commodity producer organization, WPI evaluated the outputs from a project that featured a $5 million investment into technical research over multiple years. WPI’s team captured the results of this extensive effort and synthesized them for presentation to the organization’s governing board; among the findings uncovered and presented for the first time was the development of genomic traits proven, via rigorous testing, to provide crop yield advantages of 50 percent or more to U.S. farmers in times of drought. Capturing measurable results from long-term efforts can be challenging. Educating clients on the dynamics of success measurement when quantifiable results are not readily available requires deep client-consultant collaboration and an ability to consider both near- and long-term client aspirations with market/policy dynamics – attributes that WPI brings to every consulting engagement.