World Perspectives
soy-oilseeds wheat

More Things to Keep You Up at Night

Soybean and soymeal futures finished the week strong despite last week’s relatively bearish USDA numbers. Ongoing dry weather across much of Argentina and parts of southern Brazil (now starting to extend to the northeast region) has paused or slowed fund selling. Funds were estimated to be short 85,000 contracts of soybeans and long soymeal starting today. (Fresh numbers from the weekly Commitment of Traders report will be available later today.) USDA did reduce its estimate of Argentina’s soybean production from 57 MMT to 56 MMT last week. However, it increased Brazil’s production estimate by 2 MMT to 110 MMT. Argentina will plant a few less acres than expected because of the dry conditions, but the Buenos Aires Exchang...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Market Commentary: Risk is Priced In — But Not Yet Believed

Key Market Developments Macro/Geopolitics:  Markets are staring down a deadline tonight as President Donald Trump pushes Iran to reopen the Strait of Hormuz by 8:00 PM Eastern. So far, Iran has rejected the U.S.-backed ceasefire proposal — reportedly delivered through Pakistan &mdash...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Market Commentary: Risk is Priced In — But Not Yet Believed

Key Market Developments Macro/Geopolitics:  Markets are staring down a deadline tonight as President Donald Trump pushes Iran to reopen the Strait of Hormuz by 8:00 PM Eastern. So far, Iran has rejected the U.S.-backed ceasefire proposal — reportedly delivered through Pakistan &mdash...

Sugar Supply and Demand Situation

Mexico’s 2025/26 sugar production is estimated to be 5.024 million MT, reflecting about a 6 percent increase from 4.7 million MT after the past two years of weather-affected output, including both persistent drought and ill-timed rains. Nonetheless, production remains near the low end com...

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Illuminating the value of technical research

On behalf of a commodity producer organization, WPI evaluated the outputs from a project that featured a $5 million investment into technical research over multiple years. WPI’s team captured the results of this extensive effort and synthesized them for presentation to the organization’s governing board; among the findings uncovered and presented for the first time was the development of genomic traits proven, via rigorous testing, to provide crop yield advantages of 50 percent or more to U.S. farmers in times of drought. Capturing measurable results from long-term efforts can be challenging. Educating clients on the dynamics of success measurement when quantifiable results are not readily available requires deep client-consultant collaboration and an ability to consider both near- and long-term client aspirations with market/policy dynamics – attributes that WPI brings to every consulting engagement.

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