World Perspectives
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Blame the Rice Boogey Man

Rice is the top staple food crop in Asia and the third largest global crop after corn and sugarcane. When rice production is in trouble, people pay attention. This year’s crop is suffering from flooding in Thailand, the sixth largest producer and second largest exporter. Plus excess rain in India, the second largest producer and largest exporter. Some are blaming climate change and demanding compensation from rich country emitters. This requires ignoring several factors including: India is a fast-growing emitter of greenhouse gas emissions and unlike the U.S., EU, or China, has no plans for reducing them. This is still the third largest Indian rice crop in history, and the fourth largest level of ending stocks.  India’...

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CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders became slightly more bullish the major ag markets, or at least less bearish. Funds cut their net short position across all ags by 73 percent last week and now hold an essentially neutral position of 20,000 contracts short. Most of that buy...

feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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Friday’s CFTC report showed managed money traders became slightly more bullish the major ag markets, or at least less bearish. Funds cut their net short position across all ags by 73 percent last week and now hold an essentially neutral position of 20,000 contracts short. Most of that buy...

feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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soy-oilseeds

WASDE Soybeans - May 2025

USDA’s outlook for 2025/26 U.S. soybeans is for lower ending stocks: The U.S. share of global soybean exports is forecast at 26 percent - down from 28 percent last year. Accordingly, U.S. soybean exports are forecast at 1.815 billion bushels, down 35 million from 2024/25. The 2025/26 U.S...

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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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