World Perspectives
feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Soybeans Brazil The South American soybean market was very active again last week. Despite rising CBOT futures and basis levels, demand from China remained strong. Their need to procure soybeans to cover positions forced Chinese buyers into the market for nearly all shipment months. They were especially active from March to July as they were largely uncovered for these months before last week. Almost all the movement was in Brazil, the only relevant supplier in the first half of the year. At the beginning of last week, April and May shipments traded at +172-173K CNF and +175K CNF, respectively. By week’s end, however, the market had increased 10 cents/bushel after following CBOT futures higher before their drop on Friday afternoon...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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Barriers are Good; Squeezed in the Trade War; Calculating the Impacts; Tax is a Tax

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feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Argentina Macroeconomic Updates Argentina saw a shortened trading week, with no markets last Thursday and Friday. It was also the first week of trading under the new exchange rate regulations, so it took the markets a few days to adjust. Regarding the official exchange rate, it opened on Monday...

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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