World Perspectives

U.S. Talk Representative; EUDR Expansion; Hungary Tanks Innovation; Russia Bolsters CAP

U.S. Talk Representative The Generalized System of Preferences (GSP) that grants duty free access to products from poorer countries expired almost four years ago. The African Growth and Opportunity Act (AGOA), which provides similar nonreciprocal preferential access to the U.S. market but aimed at Sub-Saharan Africa is scheduled to expire in September 2025. There are efforts on Capitol Hill to renew GSP and extend AGOA for another 16-20 years. Those trading under both programs worry about having too many criteria for eligibility and setting the bar on rules of origin too high. However, one complaint is that the Biden Administration is not engaged in either issue. One industry representative suggested that someone needs to put Trade instead...

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Summary of Futures

Dec 25 Corn closed at $4.0325/bushel, down $0.0325 from yesterday's close.  Sep 25 Wheat closed at $4.985/bushel, down $0.0425 from yesterday's close.  Nov 25 Soybeans closed at $10.3375/bushel, down $0.075 from yesterday's close.  Dec 25 Soymeal closed at $295.9/short ton, up $4...

feed-grains soy-oilseeds wheat

Market Commentary: Green Crop Fields Create Sea of Market Red

The CBOT was sharply lower on Tuesday as traders reacted to the USDA’s Crop Progress report, in which corn, soybean, and spring wheat conditions and development were highly favorable. That, combined with high corn yield and soybean pod count estimates from various crop tours sent the mark...

MAHA Draft Report Softens Pesticide Language

On 13 February President Trump signed Executive Order 14212 entitled “Establishing the President’s Make America Healthy Again Commission (MAHA),” establishing the commission and charging it to submit an assessment on the status of the health of America, which was submitted on...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.0325/bushel, down $0.0325 from yesterday's close.  Sep 25 Wheat closed at $4.985/bushel, down $0.0425 from yesterday's close.  Nov 25 Soybeans closed at $10.3375/bushel, down $0.075 from yesterday's close.  Dec 25 Soymeal closed at $295.9/short ton, up $4...

feed-grains soy-oilseeds wheat

Market Commentary: Green Crop Fields Create Sea of Market Red

The CBOT was sharply lower on Tuesday as traders reacted to the USDA’s Crop Progress report, in which corn, soybean, and spring wheat conditions and development were highly favorable. That, combined with high corn yield and soybean pod count estimates from various crop tours sent the mark...

MAHA Draft Report Softens Pesticide Language

On 13 February President Trump signed Executive Order 14212 entitled “Establishing the President’s Make America Healthy Again Commission (MAHA),” establishing the commission and charging it to submit an assessment on the status of the health of America, which was submitted on...

Weaponizing Trade; De-Weaponizing MAHA

Weaponizing Trade Using trade to influence geopolitical outcomes is not new but its use has intensified. While some might use the U.S. as the cause of its escalation, the American reaction is more of a lag effect to pre-existing conditions. Australia and now Canada can attest that China’s...

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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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