SPREADS Sep. crush trades down to 80.33c/bu while oilshare is back under 33.0% to trade to 32.77%. The key feature as far as spread activity goes is in the nearby bean spread, which are extremely firm. July/August bean spread trades to a new inverse high of 3 3/4c from what was a 3c carry two weeks ago. July/Nov trades into a 1c inverse from what was a 14c carry two weeks ago. Spillover strength is noted in corn, where July/Dec firms to 11c from 11 3/4c and what was at one point a 19c carry. July/Sep corn trades into 3 1/2c from 4c. July/Dec meal trades from $6.20 to $6.70. PALM OIL Sep. down 30 ringgits with cash offers for RBD palm and olein down $5/mt ending at $627.50/mt and $630.00/mt,...
What You Need to Know Today: President Trump claimed the ceasefire between the U.S. and Iran was over, as both sides accused one another of violating the terms of the agreement. Commercial vessels are increasingly steering clear of the Strait of Hormuz as security risks escalate following Iran...
Key Takeaways: The CME Group is launching new 90 percent Lean Beef and 50 percent Lean Beef futures and options contracts in July. There are five key factors that must be present in physical markets and futures contract specifications for futures contracts to become successful. The two l...
Russian Grain Markets: 29 June-3 July 2026 The new marketing season has officially begun in Russia, although bearish sentiment has been concentrated in the southern regions closest to the Black Sea ports, where export demand has been weakest. Delays in grain deliveries to inland elevators have...
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.