World Perspectives
feed-grains soy-oilseeds wheat

AM Outlook - Macro Pressure = Buying Opportunity

GOOD MORNING, The Sep. 1 report is out of the way and in its wake is market digestion.  After a large rally, prices are lower this morning as we enter a clear harvest weekend.  The markets are no doubt impacted by macros that are lower on the announcement that Trump and the first lady tested positive for Covid.  Most of the markets are in the red.  Ags are going to show us if prices were completely overdone on Wednesday post report, but good pullbacks are good buying opportunities.  Funds have purchased plenty of new long contracts, which suggests that they believe there are higher targets to be yet attained. Demand is big and pipelines need to be refilled.  US corn will be the cheapest until February.  S...

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feed-grains soy-oilseeds wheat

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Market Commentary: Looking for Demand Amidst Ample Supplies

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biofuel energy

How the EPA’s Anti-Decision Will Affect Biofuels and Soyoil

In mythology or legends, the hero is obviously identified – the “good guy” standing up for justice, not compromising what is right, and displays courage or other noble and admired qualities. Standing in contrast – but not quite opposite – to the hero is the anti-he...

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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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