World Perspectives
soy-oilseeds equities

Oilseed Highlights

Most in the trade appear to have concluded that the lower soybean stocks noted in USDA's report on Tuesday indicate that it  overestimated the size of last year's U.S. crop. However, there may be another reason why that number was smaller than the market expected. Another Increase is Forecast for Ukrainian Soybean Production and Exports Ukrainian Agriculture Minister Oleksiy Pavlenko predicts the country's 2015 soybean production will total a record-high 4.1 MMT in 2015. This compares with last year's 3.9 MMT and is below USDA's forecast of 4.4 MMT. He is also estimating Ukraine's 2015/16 soybean exports will reach 2.5 MMT against an expected 2014/15 total of 2.3 MMT. USDA is forecasting exports at 2 MMT in 2014/15 and 2.6 MMT in 201...

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Market Commentary: CBOT Ends Mixed on Planting Pace, Weather, South American Outlook

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HPAI Waning This Spring

In 2022 and 2023, most HPAI cases affected producers during the spring and fall. The years 2024 and 2025 were different, however. The bulk of cases occurred during the winter months. Between December 2024 and February 2025, approximately 53.7 million egg layers, turkeys, and broilers were culle...

The Future of the U.S. – China Trade War

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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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