World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: Firmer Trade Yields Few Gains; Cattle Continue Rally

The CBOT saw firmer trade on Tuesday, but that strength failed to develop into anything really meaningful on the charts. The soy complex saw the most widespread strength on the heels of a record-breaking U.S. crush in November, as reported by the USDA on Monday, and from Tuesday’s rally in crude oil. Even with this strength, three legs of the crush were unable to break key technical resistance levels and remain lodged in sideways or bearish patterns. Corn and wheat managed to see strong, early rallies but both of those moves faded through the afternoon and left markets either lower or only fractionally higher. The U.S. dollar’s strength continues to work against the wheat market especially, though Russia’s ever-increasing export taxes are s...

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feed-grains soy-oilseeds wheat

Market Commentary: Grains Retreat on Profit Taking, Tariff Talk; Cattle Hit $200 for First Time

Except for soymeal and the livestock markets, the CBOT was lower on Wednesday with traders booking profits and taking a more cautious approach after the recent runup in prices. Too, rhetoric out of the White House is keeping traders guessing on the possible application of and retaliation to var...

Transatlantic Tariffication; Biofuel Battles

Transatlantic Tariffication President Trump’s bromance with big tech billionaires has refocused his attention on Europe. The large penalties and regulatory hurdles being imposed by Brussels on America’s ANTMAMA (Apple, Nvidia, Tesla, Microsoft, Alphabet, Meta, Amazon) are being fram...

feed-grains soy-oilseeds wheat

Summary of Futures

Please see attachment...

feed-grains soy-oilseeds wheat

Market Commentary: Grains Retreat on Profit Taking, Tariff Talk; Cattle Hit $200 for First Time

Except for soymeal and the livestock markets, the CBOT was lower on Wednesday with traders booking profits and taking a more cautious approach after the recent runup in prices. Too, rhetoric out of the White House is keeping traders guessing on the possible application of and retaliation to var...

Transatlantic Tariffication; Biofuel Battles

Transatlantic Tariffication President Trump’s bromance with big tech billionaires has refocused his attention on Europe. The large penalties and regulatory hurdles being imposed by Brussels on America’s ANTMAMA (Apple, Nvidia, Tesla, Microsoft, Alphabet, Meta, Amazon) are being fram...

feed-grains soy-oilseeds wheat

Summary of Futures

Please see attachment...

wheat

Global Wheat Dominance

Russia’s wheat supplies may be tighter, but it is still not out of the market. Egypt's state grain buyer, Mostakbal Misr, is said to have made a “significant” purchase of Russian wheat. The four shipments will be shipped on four vessels sailing under the Egyptian flag, which m...

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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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