World Perspectives
soy-oilseeds

Oilseeds Update: Massive Disruptions and Change

This week’s USDA WASDE report was a blip on the screen compared with the intense focus and disruption of Russia warring on Ukraine. Due to the scale of these two countries in global agriculture, the war has caused markets themselves to explode. Early in the war one European analytical firm predicted markets would be disrupted for a month, but it now looks more like years. Primary impact was on wheat and corn, but oilseeds have not been immune to the impact. The loss of Black Sea sunflower oil prompted other markets like Indonesia to restrict their vegetable oil exports in order to protect domestic consumers. The value of soybeans has risen just 1.9 percent since the start of the war, but soyoil is up 7.8 percent in value.  The...

Related Articles
feed-grains soy-oilseeds wheat

WPI Crop Progress and Conditions App (Updated 5 May)

Update for 28 April 2025: Last year, users pointed out differences between the 5-year averages reported in this app and what USDA estimates in its weekly report. The difference exists because WPI calculates average based on the last 5 years of observations for the current week. In cases where o...

livestock

Livestock Industry Margins

Meat packer margins worsened last week for both the beef and pork sector as higher animal costs exceeded any gains in meat values. Beef packer margins fell $43/head last week and scored a new 15-year low according to WPI’s models as fed cattle prices surged and outpaced a $5 gain in the c...

feed-grains soy-oilseeds wheat

Market Commentary: Corn Leads Grains Lower on Fund Selling; Cattle Hit New Highs Again

Except for the cattle markets, the CBOT was sharply lower to start the week with trade policy, favorable weather, and weak technicals and large noncommercial short positions weighing on market sentiment. Cattle futures managed to rise to new all-time highs after last week’s record-breakin...

feed-grains soy-oilseeds wheat

WPI Crop Progress and Conditions App (Updated 5 May)

Update for 28 April 2025: Last year, users pointed out differences between the 5-year averages reported in this app and what USDA estimates in its weekly report. The difference exists because WPI calculates average based on the last 5 years of observations for the current week. In cases where o...

livestock

Livestock Industry Margins

Meat packer margins worsened last week for both the beef and pork sector as higher animal costs exceeded any gains in meat values. Beef packer margins fell $43/head last week and scored a new 15-year low according to WPI’s models as fed cattle prices surged and outpaced a $5 gain in the c...

feed-grains soy-oilseeds wheat

Market Commentary: Corn Leads Grains Lower on Fund Selling; Cattle Hit New Highs Again

Except for the cattle markets, the CBOT was sharply lower to start the week with trade policy, favorable weather, and weak technicals and large noncommercial short positions weighing on market sentiment. Cattle futures managed to rise to new all-time highs after last week’s record-breakin...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 25 Corn closed at $4.5425/bushel, down $0.1475 from yesterday's close.  Jul 25 Wheat closed at $5.3125/bushel, down $0.1175 from yesterday's close.  Jul 25 Soybeans closed at $10.455/bushel, down $0.125 from yesterday's close.  Jul 25 Soymeal closed at $295.5/short ton, down...

Image
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.

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up