World Perspectives
feed-grains soy-oilseeds wheat

Technical Views - More Trade Guesses

SPREADS Jan crush trades up to 90c/bu while oilshare firms to new highs at 34.33%.  Dec/March corn trades back out to 10 1/4c from 9 3/4c while Dec 19/Dec 20 trades from 19 3/4c to 20 3/4c.  Jan/March beans trades from 13c to 13 1/4c.  Dec wheat/corn trades from 1.29c to 1.26 3/4.   PALM OIL Jan down 16 ringgits on profit-taking.   NEWS Stocks are up 70 pts as the trade continues to look towards a trade deal getting accomplished this month for a phase 1 deal.  Crude oil trade firmer to $57.12/barrel with the US dollar higher at 97.77.   MORE TRADE GUESSES From Dr. Cordonnier: Brazil 

Soybean production down 500 mt to 123.5 mmt Corn production unchanged at 103.0 mmt

Argent...

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feed-grains soy-oilseeds wheat

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Export Sales and Shipments for January 30-February 5, 2026. Wheat: Net sales of 488,000 metric tons (MT) for 2025/2026 were up 31 percent from the previous week and 14 percent from the prior 4-week average. Export shipments of 580,000 MT were up 44 percent from the previous week and 59 percent...

livestock

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feed-grains soy-oilseeds wheat

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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