World Perspectives
feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Funds now hold their largest short position in corn futures since at least 2015 after adding another 9,000 contracts to their holdings last week. That, and their selling of nearly 30,000 soybean contracts to bring their short in that market close to the record short were the headlines from this week’s CFTC report. Funds’ massive short position in these two markets will continue...

Related Articles
feed-grains soy-oilseeds wheat

Market Commentary: Weather Premia Withdrawn; Trade Talks Make Progress

CBOT futures saw mixed trade Tuesday with summer row crops pulling back amid a favorable Midwest weather forecast while wheat turned higher on slow sales from Russia. Corn and soybeans saw weaker trade develop overnight after the Crop Conditions report was positive and the weather forecasts con...

Ready for War; Deals Trickly In

Ready for War Europe has not won a kinetic war without U.S. help, but one German official quoted by the Wall Street Journal boasted, “If they [U.S.] want war, they will get war.” Admittedly, Europe has been far better at defensive trade policy than it has been at fighting Russian ag...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.18/bushel, down $0.0425 from yesterday's close.  Sep 25 Wheat closed at $5.495/bushel, up $0.0725 from yesterday's close.  Nov 25 Soybeans closed at $10.255/bushel, down $0.005 from yesterday's close.  Dec 25 Soymeal closed at $286.8/short ton, up $2 from...

feed-grains soy-oilseeds wheat

Market Commentary: Weather Premia Withdrawn; Trade Talks Make Progress

CBOT futures saw mixed trade Tuesday with summer row crops pulling back amid a favorable Midwest weather forecast while wheat turned higher on slow sales from Russia. Corn and soybeans saw weaker trade develop overnight after the Crop Conditions report was positive and the weather forecasts con...

Ready for War; Deals Trickly In

Ready for War Europe has not won a kinetic war without U.S. help, but one German official quoted by the Wall Street Journal boasted, “If they [U.S.] want war, they will get war.” Admittedly, Europe has been far better at defensive trade policy than it has been at fighting Russian ag...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.18/bushel, down $0.0425 from yesterday's close.  Sep 25 Wheat closed at $5.495/bushel, up $0.0725 from yesterday's close.  Nov 25 Soybeans closed at $10.255/bushel, down $0.005 from yesterday's close.  Dec 25 Soymeal closed at $286.8/short ton, up $2 from...

livestock

Egg Report Analysis

The July CPI showed that retail egg prices have steadily dropped this year, down 7.4 percent from June, but still remain 27.3 percent higher than last year. Through January 2025, the egg industry has 8 percent fewer laying hens compared to three years prior. During that time, approximately 100...

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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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