World Perspectives
feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report featured the expected trends in managed money funds’ activity, but the volume of trade and the degree of change in their position was below expectations. Funds covered about 21,000 contracts of their soybean futures short last week (12.5 percent of the prior week’s position), which was less than expected given the rally in the market these past two weeks. Funds’ activity in the corn market was similar...

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feed-grains soy-oilseeds wheat

Middle East, Mediterranean and Africa Regional Analysis

Regional UpdatesMEDITERRANEAN/MIDDLE EAST/NORTH AFRICA/AFRICA – MEA REGIONIraq’s grain import requirements for 2024/25 are expected to be lower according to the FAO as a result of the good 2023/24 wheat crop. Wheat imports are seen dropping by 23 percent to about 1.8 MMT. Iraq has also added a...

feed-grains soy-oilseeds wheat

Market Commentary: Tariff Tweets Threaten to Upend Typically Slow Pre-Holiday Trade

The CBOT was mixed and mostly lower to start the between-holidays trading season with the soy complex seeing the worst of the selling. Soybeans – and the oilseed complex more broadly – are seeing pressure from excellent conditions in South America as well as the political ramifications of Presi...

Trump Tariffs Round Two – Canada and Mexico

In various social media posts, President-elect Trump last week announced his plans to implement a 25 percent tariff on all goods from Canada and Mexico, stating “… as one of my first Executive Orders, I will sign all necessary documents to charge Mexico and Canada a 25 percent tariff on all pro...

feed-grains soy-oilseeds wheat

Middle East, Mediterranean and Africa Regional Analysis

Regional UpdatesMEDITERRANEAN/MIDDLE EAST/NORTH AFRICA/AFRICA – MEA REGIONIraq’s grain import requirements for 2024/25 are expected to be lower according to the FAO as a result of the good 2023/24 wheat crop. Wheat imports are seen dropping by 23 percent to about 1.8 MMT. Iraq has also added a...

feed-grains soy-oilseeds wheat

Market Commentary: Tariff Tweets Threaten to Upend Typically Slow Pre-Holiday Trade

The CBOT was mixed and mostly lower to start the between-holidays trading season with the soy complex seeing the worst of the selling. Soybeans – and the oilseed complex more broadly – are seeing pressure from excellent conditions in South America as well as the political ramifications of Presi...

Trump Tariffs Round Two – Canada and Mexico

In various social media posts, President-elect Trump last week announced his plans to implement a 25 percent tariff on all goods from Canada and Mexico, stating “… as one of my first Executive Orders, I will sign all necessary documents to charge Mexico and Canada a 25 percent tariff on all pro...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

November Rainfall and Crop Impacts in ArgentinaRecent rains have brought significant rain accumulation for Argentina, with precipitation in November exceeding the historical monthly average in most areas. After three years of severe drought, the rainfall is a welcome development for soil moistu...

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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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