World Perspectives
soy-oilseeds softs

Stuff and Fluff of en dehors; Carbo-Overload

Stuff and Fluff of en dehors Donald Trump has adopted the “Asian pivot” of his predecessor but not in the same fashion. While Barack Obama approached China cautiously and all others with full embrace, the Donald’s less nuanced approach involves far higher risk. Thus far on his maiden Asian voyage, he has committed the Koreans to an “expedited process” of unknown trade policy changes, was rebuffed by the Japanese with Kyōmi ga arimasen (not interested), and obtained a deal in China that is high on the sweet but low on the substance portion of a classic fluffernutter. The Chinese agreed to buy soybeans they already intended to purchase and animal proteins through an acquisition they specifically bought for that...

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feed-grains soy-oilseeds wheat

Market Commentary: War and Easter Exit Strategy

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Poultry Production Rebounds on Heavier Weights

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feed-grains soy-oilseeds wheat

Market Commentary: War and Easter Exit Strategy

There were a lot of moving parts on the last trading day of the holiday-shortened week, but liquidation and profit-taking may have been the strongest. A prolonged war and higher energy prices will impact consumption and inflation, while supporting biofuels. Storm systems may reduce some of the...

Good Friday

Tomorrow, 2 April, is a holiday for the CBOT/CME markets in observance of Good Friday. Please note that our office will also be closed. The next Ag Perspectives will be published Monday, 6 April. ...

livestock

Poultry Production Rebounds on Heavier Weights

Through the week ending 21 March, U.S. broiler production remains well above year-ago levels, with total headcount surpassing 2.04 billion, a 3.63 percent increase compared to 2025. While overall supply levels continue to expand, the distribution across weight classes further highlights a prono...

Transportation Perspectives - 2 April

WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe online after this date to...

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From WPI Consulting

Forecasting developments in production agriculture

On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.

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