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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CFTC COT Report Analysis

Friday’s CFTC report showed funds expanding long positions across the major ag futures contracts for the fifth straight week. Funds added 95,000 contracts to their all-ags net long position, with buying in the soy complex driving about two-thirds of the increase.  The soy complex saw...

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Cattle on Feed - Feb 1, 2026

U.S. Cattle on Feed in feedlots totaled 11.5 million head on February 1, 2026 - 2 percent below Feb 1, 2025.  Placements in feedlots during January totaled 1.74 million head, 5 percent below 2025.  Marketings during January totaled 1.63 million head, 13 percent below 2025.   ...

feed-grains soy-oilseeds wheat

Export Sales

Export Sales and Shipments for February 6-12, 2026.  Wheat: Net sales of 288,000 metric tons (MT) for 2025/2026 were down 41 percent from the previous week and 44 percent from the prior 4-week average. Export shipments of 322,600 MT were down 44 percent from the previous week and 26 percen...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed funds expanding long positions across the major ag futures contracts for the fifth straight week. Funds added 95,000 contracts to their all-ags net long position, with buying in the soy complex driving about two-thirds of the increase.  The soy complex saw...

livestock

Cattle on Feed - Feb 1, 2026

U.S. Cattle on Feed in feedlots totaled 11.5 million head on February 1, 2026 - 2 percent below Feb 1, 2025.  Placements in feedlots during January totaled 1.74 million head, 5 percent below 2025.  Marketings during January totaled 1.63 million head, 13 percent below 2025.   ...

feed-grains soy-oilseeds wheat

Export Sales

Export Sales and Shipments for February 6-12, 2026.  Wheat: Net sales of 288,000 metric tons (MT) for 2025/2026 were down 41 percent from the previous week and 44 percent from the prior 4-week average. Export shipments of 322,600 MT were down 44 percent from the previous week and 26 percen...

feed-grains soy-oilseeds wheat

Market Commentary: Outside Market Noise, but Fundamentals Prevail

Overall economic data released earlier on Friday presented a mixed picture, and that was followed by a long-expected court ruling on Trump tariffs. This week had lots of geopolitical uncertainties, from a U.S. military buildup in the Middle East to peace talks between Russia and Ukraine going s...

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From WPI Consulting

Accountability and a comprehensive approach to export programming

WPI’s team helped construct a strategic approach to develop, implement, and track promotional activities in 8 key regions across the globe for an agricultural export association. With continued progress measurement and strategic advisory services from WPI, the association has seen its ROI from investments in promotional programming increase by 44 percent over the past 5 years. Not only does this type of holistic approach to organizational strategy provide measurable results to track and analyze, it fosters top-down and bottom-up organizational accountability.

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