World Perspectives
feed-grains soy-oilseeds wheat

Technical Views - Soyoil Wants an Upside Breakout

SPREADS Dec crush improves to 80.63c/bu while oilshare is steady at 32.33% vs. 32% yesterday. Corn spreads firm with Dec/March into 11 3/4c from 12c and Dec 19/Dec 20 trading into 17c from 18c. The Dec/March corn spread trades from 1.00 1/2c to 1.03c.  PALM OIL Dec down 5 ringgits.  NEWS Stocks trading either side of unchanged, but mostly firmer. Chinese still out for holiday. REPORTS Export sales:  beans: 19/20 net 2.08 tmt (vs. 900-1.4 mmt good, over the expected) meal; 18/19 net 21,500 tmt and 19/20 net 136,800 tmt (vs. 50-350 tmt poor) soyoil: 19/20 net 2,500 tmt (vs. 5-40 tmt poor) corn:  19/20 net 562,600 tmt and 20/21 net 2,500 tmt (vs. an expected 400-800 tmt low end) wheat: 19/20 net 328,500 tmt (v...

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feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Argentina Macroeconomic Updates Argentina saw a shortened trading week, with no markets last Thursday and Friday. It was also the first week of trading under the new exchange rate regulations, so it took the markets a few days to adjust. Regarding the official exchange rate, it opened on Monday...

feed-grains soy-oilseeds

2025/2026 Trade Update

Almost none of the primary U.S. grain or oilseed offerings have made a solid start to 2025-26, as export sales for the upcoming marketing year are largely near multi-year lows. This is not yet a huge problem since the typical buying periods for the season’s supplies are mostly still in th...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report was consistent with expectations in that it showed managed money traders becoming dedicated net buyers across nearly every major ag market, with the notable exception of cattle futures. The buying was most notable in soybeans where, despite the trade war, funds flippe...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Argentina Macroeconomic Updates Argentina saw a shortened trading week, with no markets last Thursday and Friday. It was also the first week of trading under the new exchange rate regulations, so it took the markets a few days to adjust. Regarding the official exchange rate, it opened on Monday...

feed-grains soy-oilseeds

2025/2026 Trade Update

Almost none of the primary U.S. grain or oilseed offerings have made a solid start to 2025-26, as export sales for the upcoming marketing year are largely near multi-year lows. This is not yet a huge problem since the typical buying periods for the season’s supplies are mostly still in th...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report was consistent with expectations in that it showed managed money traders becoming dedicated net buyers across nearly every major ag market, with the notable exception of cattle futures. The buying was most notable in soybeans where, despite the trade war, funds flippe...

feed-grains soy-oilseeds wheat

Export Sales

Export Sales and Shipments for April 4-10, 2025.  Wheat: Net sales of 76,500 metric tons (MT) for 2024/2025 were down 29 percent from the previous week, but up 2 percent from the prior 4-week average. Export shipments of 483,500 MT were up 43 percent from the previous week and 11 percent f...

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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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