World Perspectives
softs
10 July 2024 – Analysis

Geopolitical Trade Substitution

By Gary Blumenthal for Ag Perspectives

Historically, Canada has been the fourth largest producer of green peas and the largest exporter of the product. Canada’s global market share for the green pea trade was 37.9 percent in 2022, while Russia supplied 13.7 percent. Meanwhile, China is both the largest producer and importer of green peas, taking in more than a quarter of traded supply. However, supply chains are increasingly being realigned according to geopolitics. Canada previously supplied 95 percent of the Chinese import market but two years ago Beijing opened its market to Russian green peas. This past year Russia surpassed Canada in supplying the Middle Kingdom.  In 2023/24, Russia supplied 1.13 MMT or 49.1 percent of the Chinese green pea import market. Canada...

TAGS – Softs, China
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feed-grains soy-oilseeds wheat
30 June 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Monday’s delayed CFTC report showed managed money traders leaning mostly neutral the major ag markets last week, with activity across the grains and oilseed complex being rather subdued. Funds added just 1,997 contacts (12.8 percent) to their small net short across the ag space last week...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Energy, Softs, North America
feed-grains soy-oilseeds wheat
24 June 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

The attached PDF offers graphical depiction and seasonal analysis of managed money and commercial traders' net position in key agricultural commodity markets. The data is, of course, taken from the CFTC's weekly Commitment of Traders report, using the futures only data. WPI recently completed a...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
feed-grains soy-oilseeds wheat
16 June 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed managed money traders became slightly more bullish the major ag market last week, due primarily to strong buying in the livestock and wheat complexes. Funds pared back bearish bets across the ag space by 28 percent (26,700 contracts) last week and now hold a re...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
feed-grains soy-oilseeds wheat
30 June 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Monday’s delayed CFTC report showed managed money traders leaning mostly neutral the major ag markets last week, with activity across the grains and oilseed complex being rather subdued. Funds added just 1,997 contacts (12.8 percent) to their small net short across the ag space last week...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Energy, Softs, North America
feed-grains soy-oilseeds wheat
24 June 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

The attached PDF offers graphical depiction and seasonal analysis of managed money and commercial traders' net position in key agricultural commodity markets. The data is, of course, taken from the CFTC's weekly Commitment of Traders report, using the futures only data. WPI recently completed a...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
feed-grains soy-oilseeds wheat
16 June 2025 – Analysis

CFTC COT Report Analysis

By Matt Herrington for Ag Perspectives

Friday’s CFTC report showed managed money traders became slightly more bullish the major ag market last week, due primarily to strong buying in the livestock and wheat complexes. Funds pared back bearish bets across the ag space by 28 percent (26,700 contracts) last week and now hold a re...

TAGS – Feed Grains, Soy & Oilseeds, Wheat, Livestock, Biofuels, Energy, Softs
soy-oilseeds
13 June 2025 – Analytics

WASDE Soybeans – June 2025

By Staff for Commodity Analytics

USDA’s outlook for 2025/26 U.S. soybeans is lower ending stocks compared with 2024/25. U.S. soybean crush for 2025/26 is projected at 2.49 billion bushels, up 70 million from the 2024/25 as higher soybean meal disappearance increases 2 percent due to greater pork and poultry production. I...

TAGS – Soy & Oilseeds, China, Europe, India, North America, South America
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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.

Learn about WPI Consulting

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