World Perspectives

Green for You, Grey for Me; Slaying National Champions

Green for You, Grey for Me Some say the EU has been vague about whether it will seek a delay in the December 30 implementation deadline for implementing the EU Deforestation Regulation (EUDR). Brussels told WTO members last week that delay would require a legislative change, which is not impossible. At the same time, the European Court of Auditors has concluded that the national strategic plans required for each member state to implement the environmental goals laid out by Brussels lack effective oversight and measurement mechanisms. This means the goals of reducing chemical inputs and boosting organic output could be glossed over. So, the EU would impose a hard stop green policy on other countries, but allow its own producers to operate m...

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Market Commentary: SOH Confusion Persists, but Ags Focus on Weather, Exports

The situation in the Persian Gulf remains as volatile as ever since it started on 28 February with a supposed weekend peace agreement dissolving into the U.S. Navy firing upon an Iranian vessel. The vessel was trying to pass through the Strait of Hormuz and reportedly did not heed commands to h...

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Summary of Futures

May 26 Corn closed at $4.52/bushel, up $0.0325 from yesterday's close.  Jul 26 Wheat closed at $6.06/bushel, up $0.0675 from yesterday's close.  May 26 Soybeans closed at $11.6575/bushel, down $0.015 from yesterday's close.  Jul 26 Soymeal closed at $321.2/short ton, down $6 from...

Aid versus Trade; Idealism versus Competition; AI and Ag; Untethered Presidency

Aid versus Trade Development assistance has a long and unsatisfying history. The causes of poverty were long ago identified as poor governance and the lack of rule of law. But the UN could not criticize the national leaders that form its membership, and so for decades development assistance has...

feed-grains soy-oilseeds wheat

Market Commentary: SOH Confusion Persists, but Ags Focus on Weather, Exports

The situation in the Persian Gulf remains as volatile as ever since it started on 28 February with a supposed weekend peace agreement dissolving into the U.S. Navy firing upon an Iranian vessel. The vessel was trying to pass through the Strait of Hormuz and reportedly did not heed commands to h...

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May 26 Corn closed at $4.52/bushel, up $0.0325 from yesterday's close.  Jul 26 Wheat closed at $6.06/bushel, up $0.0675 from yesterday's close.  May 26 Soybeans closed at $11.6575/bushel, down $0.015 from yesterday's close.  Jul 26 Soymeal closed at $321.2/short ton, down $6 from...

Aid versus Trade; Idealism versus Competition; AI and Ag; Untethered Presidency

Aid versus Trade Development assistance has a long and unsatisfying history. The causes of poverty were long ago identified as poor governance and the lack of rule of law. But the UN could not criticize the national leaders that form its membership, and so for decades development assistance has...

feed-grains soy-oilseeds energy

Iran Peace Talks on Again, Off Again: Impacting Fertilizer

President Trump and Iranian Foreign Minister Abbas Araghchi announced on social media Friday that the Strait of Hormuz is now fully open to commercial vessels. Araghchi’s post said the strait will stay open for the remainder of the U.S.-Iran ceasefire. President Trump said, “the Str...

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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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