World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: Unmoved and Uncertain

It was the third straight day of flash soybean sales to China. The IGC tightened global soybean balances. The morning’s USDA’s export sales report showed corn and wheat ahead of last year. The September employment report showed substantially larger gains than expected. Stocks opened higher. Corn and soybeans opened higher, following higher overnight closes.  Then Chicago, Minneapolis, Kansas City, New York – all turned red before the morning’s second cup of coffee. AI bubble worries were not dispelled by large Nvidia earnings; China is not going to fill the gap with last year’s soybean purchases from the U.S. buying a few hundred thousand tons of new crop beans.  There is political and economic uncert...

Related Articles
feed-grains soy-oilseeds wheat

Market Commentary: Stable Policy, Conditional Demand, Weather Emerging as the Next Risk

Key Market Developments While tariffs were not addressed directly in the State of the Union, trade policy remains steady. Reports during today’s session confirmed that U.S. tariffs on China will remain in the 35 percent–50 percent range, signaling limited escalation ahead of upcomin...

Policy Roundup

Fuzzy Math Among President Trump’s various assertions in last night’s State of the Union address was that tariffs would someday replace the income tax, but that is a mathematical impossibility. The value of imported goods is around $3 trillion, and the income tax generates nearly $5...

feed-grains soy-oilseeds wheat

Summary of Futures

May 26 Corn closed at $4.42/bushel, up $0.035 from yesterday's close.  May 26 Wheat closed at $5.6975/bushel, down $0.035 from yesterday's close.  May 26 Soybeans closed at $11.65/bushel, up $0.0975 from yesterday's close.  May 26 Soymeal closed at $321.8/short ton, up $7.4 from...

feed-grains soy-oilseeds wheat

Market Commentary: Stable Policy, Conditional Demand, Weather Emerging as the Next Risk

Key Market Developments While tariffs were not addressed directly in the State of the Union, trade policy remains steady. Reports during today’s session confirmed that U.S. tariffs on China will remain in the 35 percent–50 percent range, signaling limited escalation ahead of upcomin...

Policy Roundup

Fuzzy Math Among President Trump’s various assertions in last night’s State of the Union address was that tariffs would someday replace the income tax, but that is a mathematical impossibility. The value of imported goods is around $3 trillion, and the income tax generates nearly $5...

feed-grains soy-oilseeds wheat

Summary of Futures

May 26 Corn closed at $4.42/bushel, up $0.035 from yesterday's close.  May 26 Wheat closed at $5.6975/bushel, down $0.035 from yesterday's close.  May 26 Soybeans closed at $11.65/bushel, up $0.0975 from yesterday's close.  May 26 Soymeal closed at $321.8/short ton, up $7.4 from...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  On 20 February, Germany confirmed its first case of Newcastle disease in 18 years, after a commercial turkey flock in Neißemünde was found to be infected. Separately, Poland had two new flocks confirmed as being infected with the disease, as the country continues...

Image
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.

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up