World Perspectives
feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Monday’s delayed CFTC report showed managed money traders shifting from a neutral to a more bearish sentiment across the ag space. Funds added 63,000 contacts (360 percent) to their small net short across all ag futures last week and now hold a bearish position of 81,000 contracts short. That short is likely larger now, given the sharp selloff that developed during Monday’s trade, which likely offset short covering ahead of the July 4th holiday.  Through last Tuesday’s CFTC reporting deadline, funds ...

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feed-grains soy-oilseeds wheat

Market Commentary: Bears Control Grains while Bulls Dominate Livestock, but will the Trends Hold?

Trade in ag futures was a tale of two cities, with grains sinking into the red while the livestock markets rallied to fresh highs. Grains and oilseeds saw pressure from lackluster technical conditions and, for corn and wheat, expectations of ample domestic and global supplies. Soybeans saw weak...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.06/bushel, down $0.035 from yesterday's close.  Dec 25 Wheat closed at $5.2425/bushel, down $0.075 from yesterday's close.  Nov 25 Soybeans closed at $10.475/bushel, down $0.02 from yesterday's close.  Dec 25 Soymeal closed at $288.2/short ton, down $5.1...

Technology Impacts; Science and UPF’s; Perpetuating the Museum

Technology Impacts Technology is driving markets around the world, but not always in the same direction or with the same results. Today’s big story surrounded Nvidia, which met revenue expectations and exceeded projected earnings per share, but underwhelmed investors on data center sales...

feed-grains soy-oilseeds wheat

Market Commentary: Bears Control Grains while Bulls Dominate Livestock, but will the Trends Hold?

Trade in ag futures was a tale of two cities, with grains sinking into the red while the livestock markets rallied to fresh highs. Grains and oilseeds saw pressure from lackluster technical conditions and, for corn and wheat, expectations of ample domestic and global supplies. Soybeans saw weak...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.06/bushel, down $0.035 from yesterday's close.  Dec 25 Wheat closed at $5.2425/bushel, down $0.075 from yesterday's close.  Nov 25 Soybeans closed at $10.475/bushel, down $0.02 from yesterday's close.  Dec 25 Soymeal closed at $288.2/short ton, down $5.1...

Technology Impacts; Science and UPF’s; Perpetuating the Museum

Technology Impacts Technology is driving markets around the world, but not always in the same direction or with the same results. Today’s big story surrounded Nvidia, which met revenue expectations and exceeded projected earnings per share, but underwhelmed investors on data center sales...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grains Market: 18 – 22 August 2025 The market continues following a bearish trend, mostly related to the peak of the harvest campaign and a surplus of freshly cut grains. The export market continues driving prices inside the country and while European Russia is focused on Azov Sea...

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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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