GOOD MORNING, Prices are higher across the board as we begin the trading week with the focus on USDA’s report at 11:00 CDST and crop progress tonight. As is usual, Monday's are for position - evening, and funds are net short across the board except in soyoil, providing short-covering activity overnight and into the morning. Last week, selling pressure was tied to stories that the Trump administration might look into limiting US investment in Chinese companies while looking at possibly de-listing them from US stock exchanges. More negative rhetoric resulted in more negative price action last Friday, particularly where beans were concerned. This week, the tables are turned. Top level Chinese...
What You Need to Know Today: Commodities were mostly lower across the board today after yesterday’s Federal Reserve meeting hinted at a potential interest rate hike later in 2026. The dollar index reached its highest level in over a year, and a strong dollar makes U.S. agricultural expor...
Tomorrow is the Juneteenth federal holiday, and the USDA, along with the rest of the federal government and the CME, will be closed, so the monthly Cattle on Feed report was released a day early. The total number of cattle on feed in feedlots with 1,000 head or more capacity on 1 June amounted...
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.