World Perspectives
feed-grains soy-oilseeds

Dalian Futures Weekly Analysis

In our continuing efforts to provide you with pertinent market analysis, WPI is considering expanding our analysis and coverage of the Chinese commodity futures markets. The following is a sample. Tell us what you think – email Matt at mherrington@grilink.com and let us know your thoughts. Monthly Summary March Closes Out Robust Trading Quarter to Start 2020 While China’s overall economy has suffered tremendously from Covid-19 and the nationwide shelter-in-place orders, trading on the Dalian Commodities Exchange has remained robust. With the exception of cornstarch futures, volume for the month of March and the first quarter of 2020 were up sharply for corn, soymeal, and soyoil futures. In particular, soyoil futures, which ha...

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feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  EU grain markets continue to see pressure as the euro’s meteoric rise to a 3½-year high against the U.S. dollar undermines grain export competitiveness. The currency’s rally has sparked significant technical selling in Matif futures with Paris wheat fallin...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that funds are slightly increasing bullish bets across the ag space, primarily in the soy complex and livestock futures. Managed money traders’ net ag position (the combined position across the soybean complex, the three U.S. wheat contracts, corn, and th...

feed-grains soy-oilseeds wheat

Market Commentary: No Raucous End to the Week

With no new input on fundamentals, traders passively went through the day making only minor changes. Monday’s crop progress report will provide some input, and especially focus on the May 12 WASDE. It will be the first keen look at the balance sheets for MY 2025/26.  It was the fifth...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  EU grain markets continue to see pressure as the euro’s meteoric rise to a 3½-year high against the U.S. dollar undermines grain export competitiveness. The currency’s rally has sparked significant technical selling in Matif futures with Paris wheat fallin...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that funds are slightly increasing bullish bets across the ag space, primarily in the soy complex and livestock futures. Managed money traders’ net ag position (the combined position across the soybean complex, the three U.S. wheat contracts, corn, and th...

feed-grains soy-oilseeds wheat

Market Commentary: No Raucous End to the Week

With no new input on fundamentals, traders passively went through the day making only minor changes. Monday’s crop progress report will provide some input, and especially focus on the May 12 WASDE. It will be the first keen look at the balance sheets for MY 2025/26.  It was the fifth...

soy-oilseeds

U.S. Soybean Crush Margin Outlook

U.S. soybean processing margins have seen considerable volatility over the past month as multiple fundamental factors upended global oilseed and product prices. The most obvious influence was the recent trade war and tit-for-tat escalation in tariffs between the U.S. and, which was exacerbated...

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From WPI Consulting

Illuminating the value of technical research

On behalf of a commodity producer organization, WPI evaluated the outputs from a project that featured a $5 million investment into technical research over multiple years. WPI’s team captured the results of this extensive effort and synthesized them for presentation to the organization’s governing board; among the findings uncovered and presented for the first time was the development of genomic traits proven, via rigorous testing, to provide crop yield advantages of 50 percent or more to U.S. farmers in times of drought. Capturing measurable results from long-term efforts can be challenging. Educating clients on the dynamics of success measurement when quantifiable results are not readily available requires deep client-consultant collaboration and an ability to consider both near- and long-term client aspirations with market/policy dynamics – attributes that WPI brings to every consulting engagement.

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