World Perspectives
livestock

Livestock Roundup: Beef Outlook

Beef production is now forecast at 26.632 million pounds, an increase of 775 million pounds (+3 percent) from the January forecast. Before taking this number at face value, however, it’s important to consider how the USDA constructs its forecasts. If there is a significant change in market conditions, the USDA adjusts its fundamental forecast accordingly. In late November, the USDA announced a suspension of all cattle imports from Mexico due to the infestation of New World Screw Worm in Chiapas, along the Guatemalan border. As a result, the December forecast for 2025 beef production was revised downward from 26.347 million pounds to 25.732 million pounds, a 615-million-pound reduction. Now, with trade between the U.S. and Mexico poise...

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CFTC COT Report Analysis

Monday’s CFTC report showed managed money traders paring back long positions across the ag space for the third straight week as technical conditions deteriorated further. Funds shed 34,000 contracts from their all-ags position last week, with selling in corn and soybeans accounting for mo...

feed-grains soy-oilseeds wheat

Market Commentary: Grains Rally on Crude Oil and Short Covering; Cattle Tempest Now Tempered

Ag markets were higher with support coming from a rally in crude oil and broader energy markets after the U.S. removed Venezuela’s president from power over the weekend. The move has direct bullish implications for crude oil supplies in the near term, which should help broader commodity m...

MAHA and 2026 USDA Regulations

USDA has announced several new rules and regulations to take effect in 2026, with several aligning with the new Make America Healthy Again (MAHA) goals.   Dietary Guidelines for Americans: The 2025 dietary guidelines were supposed to be released by the end of 2025, but with the govern...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Monday’s CFTC report showed managed money traders paring back long positions across the ag space for the third straight week as technical conditions deteriorated further. Funds shed 34,000 contracts from their all-ags position last week, with selling in corn and soybeans accounting for mo...

feed-grains soy-oilseeds wheat

Market Commentary: Grains Rally on Crude Oil and Short Covering; Cattle Tempest Now Tempered

Ag markets were higher with support coming from a rally in crude oil and broader energy markets after the U.S. removed Venezuela’s president from power over the weekend. The move has direct bullish implications for crude oil supplies in the near term, which should help broader commodity m...

MAHA and 2026 USDA Regulations

USDA has announced several new rules and regulations to take effect in 2026, with several aligning with the new Make America Healthy Again (MAHA) goals.   Dietary Guidelines for Americans: The 2025 dietary guidelines were supposed to be released by the end of 2025, but with the govern...

Formalizing Protectionism; Anti-GMO Replay; Selective Analysis

Formalizing Protectionism The EU’s 27 farm ministers are headed to Brussels on Wednesday ahead of the EU’s formal signing of a trade agreement with Mercosur on 12 January. France has already announced its support for the trade agreement with South America provided Brussels approves...

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From WPI Consulting

Infrastructure investment due diligence

On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.

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