World Perspectives
soy-oilseeds

WASDE Soybeans

USDA’s November estimate for 2018/19 U.S. soybean outlook is for lower production, reduced exports, and increased ending stocks.  Soybean production is forecast at 4,600 million bushels, down 90 million on lower yields.  The soybean yield is projected at 52.1 bushels per acre, down 1.0 bushel mainly on reductions for Iowa and Illinois.  Soybean exports are reduced 160 million bushels to 1,900 million with lower imports projected for China.  The U.S. season-average soybean price range is forecast at $7.60 to $9.60 per bushel, unchanged at the midpoint...

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Market Commentary: Risk is Priced In — But Not Yet Believed

Key Market Developments Macro/Geopolitics:  Markets are staring down a deadline tonight as President Donald Trump pushes Iran to reopen the Strait of Hormuz by 8:00 PM Eastern. So far, Iran has rejected the U.S.-backed ceasefire proposal — reportedly delivered through Pakistan &mdash...

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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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