World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: Mixed Day with Wheat Hot, The Rest Not

Today’s trading session pretty much followed the overnight with wheat notching a third day of gains but traders taking a breather on corn, beans, and cattle. While wheat is girded by doubtful moisture conditions in the northern Black Sea region, the corn and soybean markets do not want to prematurely overplay conditions in South America. It is getting later in the growing season, but any kind of large flip could salvage the situation.  In an otherwise limited news day, USDA’s weekly Export Sales report reinforced yesterday’s weather-related bullishness with wheat sales above the prior four-week average. Corn sales dropped slightly from the previous week but were still impressive. Soybean sales slid as did soyoil, but...

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feed-grains soy-oilseeds wheat

Market Commentary: Yield, Acreage Increases Sink Corn, Soybeans

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feed-grains soy-oilseeds wheat

Market Commentary: Yield, Acreage Increases Sink Corn, Soybeans

The CBOT came under heavy selling pressure following the January WASDE as USDA unexpectedly increased U.S. corn acreage and yields. The USDA also added area to the soybean harvested and made a bearish cut to U.S. wheat demand, moves which sent all of the major commodity futures markets sharply...

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Venezuela Oil Situation and Oil Price Impacts

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India Holds Out The most disappointed of U.S. trading partners has to be India. It has long held hope that it would succeed China as the largest foreign supplier to the American market. It is a natural foil to China, which has been politely designated by Washington as a strategic competitor and...

feed-grains

WASDE Corn - Jan 2026

USDA’s Jan estimate for 2025/26 U.S. corn is for larger production and higher feed residual usage to result in greater ending stocks: Corn production is estimated at 17.0 billion bushels, up 269 million on a 0.5-bushel increase in yield to 186.5 bushels per acre and a 1.3-million acre ris...

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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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