World Perspectives

Fossil Fuel Foibles; Broken Mirrors; Biden on Asia; Threats on the Farm

Fossil Fuel Foibles Fossil fuels and agriculture are highly integrated, including via fuel, chemical inputs, and commodity fund valuations. Thus, it is important to watch climate campaigners attempting to use regulatory approaches toward reducing U.S. carbon emissions. Biden Administration appointees for regulating the financial industry have reportedly looked at forcing banks to withhold financing from the fossil fuel industry. Opponents warn that this would be politicizing bank regulation and, given the oil and gas industry’s likely continued profitability, attract investors from less regulated platforms.  Meanwhile, legislators in New York are looking to ban any new construction utilizing fossil fuels from 2024 onward since...

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Market Commentary: Soyoil Rallies on Stocks, Tax Credits; Livestock Futures Gain on Cash Trade

Soyoil was the upside leader in the CBOT’s Tuesday trade after the USDA’s December soyoil stocks figure came in well below expectations. Additionally, the U.S. Treasury Department announced its proposal on the 45Z Clean Fuel tax credits, which were broadly friendly for ag interests...

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No. 1 Central Document China has released its No. 1 document for 2026, which calls for strengthening the country’s agriculture sector and rural linkages, while enriching rural areas as top priorities. The plan envisions up to 500 special demonstration zones deploying technology and deep r...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Summary of Futures

Mar 26 Corn closed at $4.285/bushel, up $0.0275 from yesterday's close.  Mar 26 Wheat closed at $5.2875/bushel, up $0.01 from yesterday's close.  Mar 26 Soybeans closed at $10.6575/bushel, up $0.055 from yesterday's close.  Mar 26 Soymeal closed at $291.9/short ton, down $2.6 fro...

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From WPI Consulting

Illuminating the value of technical research

On behalf of a commodity producer organization, WPI evaluated the outputs from a project that featured a $5 million investment into technical research over multiple years. WPI’s team captured the results of this extensive effort and synthesized them for presentation to the organization’s governing board; among the findings uncovered and presented for the first time was the development of genomic traits proven, via rigorous testing, to provide crop yield advantages of 50 percent or more to U.S. farmers in times of drought. Capturing measurable results from long-term efforts can be challenging. Educating clients on the dynamics of success measurement when quantifiable results are not readily available requires deep client-consultant collaboration and an ability to consider both near- and long-term client aspirations with market/policy dynamics – attributes that WPI brings to every consulting engagement.

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