World Perspectives
soy-oilseeds

Oilseed Highlights: WASDE Raises Crush, Export Sales Remain Strong

The Market  Oilseed markets have been volatile again this week amid the tariff-induced meltdown in macroeconomic and ag markets and Wednesday’s massive reversal and rally in the same markets. The net result of this is that soy complex futures are largely little changed – especially in the context of the recent volatility – from last week. Soybeans and soymeal are up fractionally as hope is building for some agreement with China while soyoil is lower than last week due to the collapse in energy markets. The soy crush is slightly lower, consequently, with the oilshare of the margin falling 1.3 percentage points to 43.7 percent. The May board crush margin (that processing margin implied by May futures contracts) is down...

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feed-grains soy-oilseeds wheat

Market Commentary: Caution About Supplies, Confidence in Demand

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U.S. Labor Day Holiday

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Brazil Retaliation to U.S. Tariffs

The Foreign Ministry of Brazil notified the U.S. today that it has directed its trade body, Camex, to investigate whether it can retaliate against the 50 percent tariffs imposed by the Trump Administration on several goods imported from Brazil. The investigation will conducted be under a law pa...

feed-grains soy-oilseeds wheat

Market Commentary: Caution About Supplies, Confidence in Demand

Although the soy complex and wheat opened lower, there was confidence in the corn number and by late morning most major contracts were in the green, aided by shorts that were selling at the end of the month to book profits. December HRS printed a new contract low today. There was high volume tr...

U.S. Labor Day Holiday

The U.S. will celebrate Labor Day on Monday, 1 September, and the U.S. markets as well as our office will be closed that day. The next Ag Perspectives will be published Tuesday, 2 September.  ...

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The Foreign Ministry of Brazil notified the U.S. today that it has directed its trade body, Camex, to investigate whether it can retaliate against the 50 percent tariffs imposed by the Trump Administration on several goods imported from Brazil. The investigation will conducted be under a law pa...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.2025/bushel, up $0.1025 from yesterday's close.  Dec 25 Wheat closed at $5.3425/bushel, up $0.0525 from yesterday's close.  Nov 25 Soybeans closed at $10.545/bushel, up $0.065 from yesterday's close.  Dec 25 Soymeal closed at $289/short ton, up $1.7 from...

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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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