World Perspectives
feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  Political tensions between Algeria and France reportedly prompted the former country to exclude its traditionally favored European trading partner from a recent wheat purchase tender. Algeria in its latest tender specifically requested no submissions from France and purchased Black Sea wheat.  Planting of Russia’s 2025/26 winter crops is off to a slow start with just 8.3 Mha seeded so far, the lowest level since 2013 and below the 2023 planting rate of 9.3 MMT.  Tunisia purchased 125 KMT of wheat from optional origins at $231.60-239.93/MT C&F for LH October/FH November delivery.  From January through September, Egypt has imported 10.8 MMT of wheat, up from 8.3 MMT during the same period in 20...

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feed-grains soy-oilseeds wheat

Market Commentary: The Soybean Breakdown

The country song Oklahoma Breakdown (originally written by Mike Hosty, subsequently popularized by red dirt country artist Stony LaRue, then eventually covered by Toby Keith who, in this analyst’s opinion, ruined it) contains the line “That Oklahoma Breakdown sure do got you cryin’” – a stateme...

feed-grains soy-oilseeds wheat

Summary of Futures

Mar 25 Corn closed at $4.3725/bushel, down $0.0625 from yesterday's close. Mar 25 Wheat closed at $5.4125/bushel, down $0.0375 from yesterday's close. Jan 25 Soybeans closed at $9.5175/bushel, down $0.25 from yesterday's close. Jan 25 Soymeal closed at $279.5/short ton, down $7.7...

Transatlantic Dynamic; Doubling Down

Transatlantic DynamicThose in U.S. agricultural trade policy agree with Donald Trump that the EU treats America badly.  The large U.S. agricultural trade deficit with the EU has been growing at a compound annual growth rate of over 6 percent. Since WWII, the U.S. has subsidized Europe’s se...

feed-grains soy-oilseeds wheat

Market Commentary: The Soybean Breakdown

The country song Oklahoma Breakdown (originally written by Mike Hosty, subsequently popularized by red dirt country artist Stony LaRue, then eventually covered by Toby Keith who, in this analyst’s opinion, ruined it) contains the line “That Oklahoma Breakdown sure do got you cryin’” – a stateme...

feed-grains soy-oilseeds wheat

Summary of Futures

Mar 25 Corn closed at $4.3725/bushel, down $0.0625 from yesterday's close. Mar 25 Wheat closed at $5.4125/bushel, down $0.0375 from yesterday's close. Jan 25 Soybeans closed at $9.5175/bushel, down $0.25 from yesterday's close. Jan 25 Soymeal closed at $279.5/short ton, down $7.7...

Transatlantic Dynamic; Doubling Down

Transatlantic DynamicThose in U.S. agricultural trade policy agree with Donald Trump that the EU treats America badly.  The large U.S. agricultural trade deficit with the EU has been growing at a compound annual growth rate of over 6 percent. Since WWII, the U.S. has subsidized Europe’s se...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 9 – 13 December 2024Russian grain markets remained relatively stable but, in some areas, especially export platform, prices were bearish. Part of the reason behind a bearish trend is the potential decrease of stocks. As of early December, stocks of agricultural companies...

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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