World Perspectives
feed-grains soy-oilseeds wheat

Argentina Will Take Years to Recover

It is easy to see the damage the policies of the Kirchner government have inflicted on the Argentine agricultural sector. The heretofore large export taxes starved it of capital. Most farmers have not been able to make the investments they need in equipment, fertilizers, conservation, agrichemical, and storage facilities.The first thing one learns when visiting Argentina is that farmers and others in the agricultural sector are suddenly very optimistic in the wake of the new export policies for agricultural commodities established by the government of President Mauricio Macri. No longer does this sector see the government as the enemy as they did under President Cristina Kirchner. Instead, it views the government as an ally. Farmers now hav...

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feed-grains soy-oilseeds wheat

Market Commentary: Trade Optimism Sparks Soy, Corn Rally

News that President Trump may be taking a more conciliatory stand towards China and that key leaders from Beijing and Washington are meeting to discuss the trade war emboldened funds on Monday. The soy complex was the upside leader with soybeans posting a bullish technical day as funds position...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.2325/bushel, up $0.0075 from yesterday's close.  Dec 25 Wheat closed at $5.0475/bushel, up $0.01 from yesterday's close.  Nov 25 Soybeans closed at $10.3175/bushel, up $0.1225 from yesterday's close.  Dec 25 Soymeal closed at $285/short ton, up $4 from ye...

livestock

Will Argentina Beef Imports Rescue High U.S. Beef Prices?

Last week, due to the coincidental timing of the deal with Argentina and elections coming there on 26 October and with Javier Milei being a close ally of President Trump, we speculated that Trump’s plan for lowering beef prices relied, at least in part, on Argentine imports. On Sunday, Tr...

feed-grains soy-oilseeds wheat

Market Commentary: Trade Optimism Sparks Soy, Corn Rally

News that President Trump may be taking a more conciliatory stand towards China and that key leaders from Beijing and Washington are meeting to discuss the trade war emboldened funds on Monday. The soy complex was the upside leader with soybeans posting a bullish technical day as funds position...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.2325/bushel, up $0.0075 from yesterday's close.  Dec 25 Wheat closed at $5.0475/bushel, up $0.01 from yesterday's close.  Nov 25 Soybeans closed at $10.3175/bushel, up $0.1225 from yesterday's close.  Dec 25 Soymeal closed at $285/short ton, up $4 from ye...

livestock

Will Argentina Beef Imports Rescue High U.S. Beef Prices?

Last week, due to the coincidental timing of the deal with Argentina and elections coming there on 26 October and with Javier Milei being a close ally of President Trump, we speculated that Trump’s plan for lowering beef prices relied, at least in part, on Argentine imports. On Sunday, Tr...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Corn  Argentina’s corn planting advanced 5 percentage points last week, reaching 29.9 percent of the projected national area. However, excess moisture continues to hinder fieldwork in central and western Buenos Aires provinces. As a result, early planting will likely fall short of in...

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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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