World Perspectives
feed-grains soy-oilseeds wheat

AM Outlook - Soy Higher; Grains Drop

GOOD MORNING, Grains continue to weaken vs. the soy complex as the soyoil market remains higher on technical and fundamental merit.   Traders continue to buy soyoil on tighter supplies, higher crude and canola, while selling meal.  Argentina sells meal as they are under US prices, while stories about expanding ASF are troublesome.   Inverses remain firm with US domestic cash values remaining strong.  Trading ranges continue sideways as we await the Feb 9 WASDE report, and end of month March 1 stocks and Planting Intentions.   The US is exporting a lot of corn despite competition from Argentina, but export sales today were light, which sent prices to a low end close. With net selling of an estimated...

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feed-grains soy-oilseeds wheat

Summary of Futures

Please see the attached summary sheet - page one: ...

feed-grains soy-oilseeds wheat

Market Commentary: Macro Pressure and Energy Strength Lift Grain Markets

Key Market Developments Macro: Reinforcing a Higher-for-Longer Environment Today’s inflation data reinforced what markets were already beginning to price in: a more persistent, “higher for longer” rate environment. U.S. producer prices came in above expectations, with headline...

Great Timing; Farm Skeptics; War’s Impact; Thursday’s Tumults

Great Timing The workers’ union at the JBS meatpacking plant in Greeley, Colorado, is on strike. The union is demanding more pay for its members, of course, and they want the company to pay for gloves. Given the shortage of cattle, there is overcapacity in cattle slaughter, and JBS has be...

feed-grains soy-oilseeds wheat

Summary of Futures

Please see the attached summary sheet - page one: ...

feed-grains soy-oilseeds wheat

Market Commentary: Macro Pressure and Energy Strength Lift Grain Markets

Key Market Developments Macro: Reinforcing a Higher-for-Longer Environment Today’s inflation data reinforced what markets were already beginning to price in: a more persistent, “higher for longer” rate environment. U.S. producer prices came in above expectations, with headline...

Great Timing; Farm Skeptics; War’s Impact; Thursday’s Tumults

Great Timing The workers’ union at the JBS meatpacking plant in Greeley, Colorado, is on strike. The union is demanding more pay for its members, of course, and they want the company to pay for gloves. Given the shortage of cattle, there is overcapacity in cattle slaughter, and JBS has be...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 9–13 March 2026 Russia’s grain market turned firmer in the second week of March, led by stronger price action in Asian Russia, where domestic values continue adjusting higher toward neighboring Kazakh levels. By contrast, European Russia and the Black Sea rema...

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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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