World Perspectives
feed-grains soy-oilseeds wheat

Yield Risks?

The general attitude of the markets is that the world is “awash” in everything. It’s tough to argue that statement if looking at the absolute supply numbers (bushels or MTs). When considering stocks-to-use ratios and the annual expansion in world consumption, the view isn’t quite as bearish. This is especially true if factoring China’s percentage of world corn and wheat stocks into the equation, which are currently at about 42 percent and 47 percent, respectively, of the surpluses. Take China’s wheat stocks out of the world equation, and the stocks-to-use ration drops from about 36 percent to 22 percent. That isn’t far from the ratio of around 18 percent in 2007/08, which was the lowest in modern ti...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

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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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