World Perspectives
feed-grains soy-oilseeds wheat

Equilibrium

The 12 October USDA reports might have created a state of equilibrium in wheat, corn and soybean markets for the following reasons: Any significant changes to the U.S. corn and soybean yield and production estimates are unlikely going forward. USDA also made acreage adjustments to both crops in these reports. In short, it is what it is. The market has had a bearish lean for so long that these reports might have (finally) alleviated much of the pressure by deciding most, if not all, of the bearish news has now been factored into prices. Corn and wheat futures markets are cheap, and basis levels are even cheaper. It is doubtful farmers will be sellers of much until 2018. The corn harvest’s slow pace has tended to alleviate/soften...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

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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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