World Perspectives
feed-grains soy-oilseeds wheat

Technical Views - Strong Support - Watch for Pullbacks and Profit Taking

SPREADS Dec crush moves higher to 84c/bu while oilshare trades to 33.66%.   Dec/March meal is a steady $6.00 to $6.20 carry.  Dec/March corn narrows into 10 1/2c from 11 1/4c, while Dec19/Dec 20 corn trades out to 22c from 21c.  Dec/March soyoil trades from 45/46 pts, as more bull-spreading activity occurs.  Dec/March wheat trades out to 5c from 4 3/4c.  Dec wheat/corn trades from 1.29 1/2c to 1.31 1/4c.   PALM OIL Dec up 14 ringgits, with increased volatility and buying from China.  Malaysian cash offers for palm up $7.50/mt.  SGS estimated Malaysian palm oil exports over the Oct. 1-25 period totaled 1.202 mmt, up 9.0% vs. mo ago. Soyoil futures follow palm price activity, having set new...

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feed-grains soy-oilseeds wheat

Export Sales

Export Sales and Shipments data for the week ending Nov 27, 2025...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The following tables/charts reflect the CFTC's latest data release, which covers traders' positions through 2 December. The data are, obviously, delayed due to the 40-day 2025 U.S. government shutdown. While the positions below likely have little influence on today's markets or fund positioning...

feed-grains soy-oilseeds wheat

Market Commentary: Corn Bounces while Wheat, Soybeans Fall Further

Bears were once again in charge of the CBOT on Wednesday, though they temporarily relinquished control of the corn market to bulls. Funds were aggressive sellers again in soybeans, soymeal, and wheat futures amid bearish fundamentals for each of the commodities and pushed wheat to a new contrac...

feed-grains soy-oilseeds wheat

Export Sales

Export Sales and Shipments data for the week ending Nov 27, 2025...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The following tables/charts reflect the CFTC's latest data release, which covers traders' positions through 2 December. The data are, obviously, delayed due to the 40-day 2025 U.S. government shutdown. While the positions below likely have little influence on today's markets or fund positioning...

feed-grains soy-oilseeds wheat

Market Commentary: Corn Bounces while Wheat, Soybeans Fall Further

Bears were once again in charge of the CBOT on Wednesday, though they temporarily relinquished control of the corn market to bulls. Funds were aggressive sellers again in soybeans, soymeal, and wheat futures amid bearish fundamentals for each of the commodities and pushed wheat to a new contrac...

Europe; Greening; AI; Ice Cream; UPFs; Algorithms

Europe Pivot Point EU leaders will hold a very pivotal meeting tomorrow covering a range of issues including the use of Russian assets and security guarantees for Ukraine, and a trade agreement with Mercosur. More importantly, their reputations are at risk. President Trump predicts Europe&rsquo...

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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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