World Perspectives
feed-grains

AM Outlook - Two Potential Plays

GOOD MORNING, Prices for the soy complex are mixed, with beans lower, products trading both sides.   Oilshare is seeing some profit-taking on the back of lower palm and crude.   Grains are mixed with wheat higher to begin the session, but all turn positive by the end of the PM session.   The September Quarterly Stocks report was bearish beans and corn, and friendly / bullish wheat.  The report was decidedly more bearish beans than corn, which could set off a buy corn/sell bean spread trade.  Since prices were on nice rallies into the Sep 30 report, the aftermath of a bearish report was a set-up for a buy -the-report, sell -the- fact trade.  The bean number was a surprise, and since that market...

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FOB Prices and Freight Rates App (Updated 16 April)

Transportation and Freight Market Comments - 11 April 2025 By Matt Herrington Dry-Bulk Ocean Freight The trade war(s) and the possible Section 301 penalties against Chinese vessels docking at U.S. ports have kept freight markets exceptionally volatile in recent weeks. This week’s trend wa...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 7 – 11 April 2025 Crop Outlook 2025 Dmitriy Patrushev, the Vice Premier of Russia, announced that during 2025 Russian farmers will plant around 84 million ha (Mha) which is up almost 1 Mha from last season. 20 Mha have already been planted with winter crops. Accordi...

feed-grains soy-oilseeds wheat

Market Commentary: Low Volume with Profit-taking on Good Weather

After moving higher the past few days and weather improving in both North and South America, there was low volume profit-taking in grains and soybeans. By contrast, livestock products continued the rebound that began in earnest late last week.  While agriculture has been highlighted as a m...

FOB Prices and Freight Rates App (Updated 16 April)

Transportation and Freight Market Comments - 11 April 2025 By Matt Herrington Dry-Bulk Ocean Freight The trade war(s) and the possible Section 301 penalties against Chinese vessels docking at U.S. ports have kept freight markets exceptionally volatile in recent weeks. This week’s trend wa...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 7 – 11 April 2025 Crop Outlook 2025 Dmitriy Patrushev, the Vice Premier of Russia, announced that during 2025 Russian farmers will plant around 84 million ha (Mha) which is up almost 1 Mha from last season. 20 Mha have already been planted with winter crops. Accordi...

feed-grains soy-oilseeds wheat

Market Commentary: Low Volume with Profit-taking on Good Weather

After moving higher the past few days and weather improving in both North and South America, there was low volume profit-taking in grains and soybeans. By contrast, livestock products continued the rebound that began in earnest late last week.  While agriculture has been highlighted as a m...

feed-grains soy-oilseeds wheat

Summary of Futures

May 25 Corn closed at $4.8125/bushel, down $0.0375 from yesterday's close.  May 25 Wheat closed at $5.42/bushel, down $0.055 from yesterday's close.  May 25 Soybeans closed at $10.36/bushel, down $0.0575 from yesterday's close.  May 25 Soymeal closed at $294.2/short ton, down $2...

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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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