World Perspectives
feed-grains soy-oilseeds wheat

AM Outlook - Corn Export Driver

GOOD MORNING,  Prices were mixed with the grains firmer vs. the soy complex, but after export sales all rallied into the close.  For bulls, the good news is that July and Dec corn are staying afloat at reversal levels of trade.  Bull-spreads were weaker this morning but corn spreads strengthened.  The domestic corn basis is slightly weaker, even in Iowa.  Gulf corn values are steady. Issues: Bean prices remain steady with rumors that China is making inquiries about Oct/Nov beans.    Spreads are attempting to firm, though July/Dec meal slips to a carry from an inverse.  Crushing for soyoil makes too much meal, and China is displacing meal from its feed rations.  China's negative crush margins s...

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feed-grains soy-oilseeds wheat

Market Commentary: Yield, Acreage Increases Sink Corn, Soybeans

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feed-grains soy-oilseeds wheat

Middle East, Mediterranean, and Africa Regional Analysis

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feed-grains soy-oilseeds wheat

Market Commentary: Yield, Acreage Increases Sink Corn, Soybeans

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India Holds Out; USMCA Friction; AI and Ag

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energy

Venezuela Oil Situation and Oil Price Impacts

The world woke up on Jan. 3 to news of the arrest of Nicolas Maduro, the self-proclaimed president of Venezuela. Few expected this move from the U.S. administration, but in hindsight it may not have been surprising. The Biden administration had placed a $25 million bounty on Maduro through the...

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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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