World Perspectives
feed-grains soy-oilseeds wheat

More Things to Keep You Up at Night

There has been a great deal of chatter about the possible impact that the frenzied commodity speculation in China may have had on U.S. futures markets.It was another week for the record books. Well, sort of. The markets did not run out of gas despite numerous day-to-day technical trading reversals, and they also didn’t break through the previous highs. The bull/bear discussion continues to roll back and forth, although there is now a bull side to the story for the first time in a quite a while. Following are a few other observations:

The bears are still bears, but the bulls seem to be getting somewhat bolder. Funds continue to expand their long positions in the soy complex. Now almost back to even in corn, they are still big shorts in wh...

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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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