World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary

General Comments China is on holiday and market conditions are similar to when parents are gone or when the boss is out of the office: the market is free to trade whatever it decides. Certainly, the lifting of long positions in the November soybean contract has not been the smoothest of operations. That likely occurred because just a short time ago many holders of long positions were confidently expecting to sell back their positions at much higher prices. Once prices start selling off, there was a natural reluctance to get out. When October arrived, traders were then forced to reduce positions at whatever the price level. And so prices continue to sell off even though the inverted pricing structure of the contracts reflects strong deman...

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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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