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feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The attached PDF offers graphical depiction and seasonal analysis of managed money and commercial traders' net position in key agricultural commodity markets. The data is, of course, taken from the CFTC's weekly Commitment of Traders report, using the futures only data. WPI recently completed an expansion of the analysis and welcomes any feedback/suggestions.  ...

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WPI Transportation Report

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...

feed-grains soy-oilseeds wheat

Market Commentary: Turnaround Thursday but Friday is Another Day

Today’s trading opened with a head scratcher after USDA reported 135 KMT of U.S. corn sold to China. There isn’t any corn import demand in China, and if there was it probably would not originate from the U.S. It was quickly corrected to be bound to South Korea.   Nonethele...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.2075/bushel, up $0.0325 from yesterday's close.  Sep 25 Wheat closed at $5.415/bushel, up $0.01 from yesterday's close.  Nov 25 Soybeans closed at $10.2425/bushel, up $0.015 from yesterday's close.  Dec 25 Soymeal closed at $283.1/short ton, down $2.5 fro...

WPI Transportation Report

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...

feed-grains soy-oilseeds wheat

Market Commentary: Turnaround Thursday but Friday is Another Day

Today’s trading opened with a head scratcher after USDA reported 135 KMT of U.S. corn sold to China. There isn’t any corn import demand in China, and if there was it probably would not originate from the U.S. It was quickly corrected to be bound to South Korea.   Nonethele...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.2075/bushel, up $0.0325 from yesterday's close.  Sep 25 Wheat closed at $5.415/bushel, up $0.01 from yesterday's close.  Nov 25 Soybeans closed at $10.2425/bushel, up $0.015 from yesterday's close.  Dec 25 Soymeal closed at $283.1/short ton, down $2.5 fro...

feed-grains soy-oilseeds wheat

Further Identification of Mispricing in Ag Futures

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...

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From WPI Consulting

Forecasting developments in production agriculture

On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.

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