World Perspectives
feed-grains soy-oilseeds wheat

Technical Views - Mostly Sideways Ranges

SPREADS Sep. crush is 1.12c while oilshare trades at 46.90%.  The September roll continues, and is still a bulk of trading volume.   Sep/Dec corn widens out to 3c to 4c carry, while Dec/March carry trades from 7 1/4c to 7 3/4c carry.  Sep/Dec wheat trades out to 13c from 12 1/2c carry.   Dec wheat/corn trades to 1.82c from recent highs at 1.89c.  August /Nov bean inverse trades to 1.12 1/2c and values that were at 1.19c this week, as futures get ready to expire this week.  Sep/Nov inverse is 11 1/2c to 10 3/4c.  Nov/March bean carry is 1 3/4c to 3c. Sep/Dec meal is $2.00 to $2.30 carry. PALM OIL October futures jumped 305 ringgits, ending at 4,505 ringgit/mt, due to lower ending stocks data.&n...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Summary of Futures

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feed-grains soy-oilseeds wheat

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Will Argentina Beef Imports Rescue High U.S. Beef Prices?

Last week, due to the coincidental timing of the deal with Argentina and elections coming there on 26 October and with Javier Milei being a close ally of President Trump, we speculated that Trump’s plan for lowering beef prices relied, at least in part, on Argentine imports. On Sunday, Tr...

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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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