World Perspectives
biofuel energy

Electric Vehicles, Political Distrust and Ethanol Demand

Last week, General Motors announced that in an effort to lower its emissions its goal will be to produce 40 percent of its car and light duty vehicles as electric powered. The Renewable Fuels Association (RFS) commented through a statement from CEO Geoff Cooper. I would encourage people to take these announcements with a grain of salt …. There is a lot of posturing going on right now with the new administration and these aspirational announcements are getting blown a little bit out of proportion. In the meantime, the American Fuel and Petrochemical Manufacturers (AFPM) has been pushing for collaboration with the biofuels industry to preserve liquid fuel market share, in part by blocking subsidies for electric vehicles as per the Bi...

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livestock

Livestock Industry Margins

Beef packer margins were positive for the second straight week with holiday grilling demand supporting the beef market and packer profits. Packers have done an incredible job managing margins this summer and in just  three weeks swung from the deepest losses on record to well above breakev...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Monday’s delayed CFTC report showed managed money traders shifting from a neutral to a more bearish sentiment across the ag space. Funds added 63,000 contacts (360 percent) to their small net short across all ag futures last week and now hold a bearish position of 81,000 contracts short...

feed-grains soy-oilseeds wheat

Market Commentary: Grains Sink on Ideal Weather; Cattle Rally Despite Feeder Imports Resuming

Grain markets gapped-lower on the Sunday night opening after a weekend of uneventful and favorable weather that was absent of any significant trade news. The weakness continued into the day session with corn and soybeans turning in the biggest losses for the day as the weather outlook continues...

livestock

Livestock Industry Margins

Beef packer margins were positive for the second straight week with holiday grilling demand supporting the beef market and packer profits. Packers have done an incredible job managing margins this summer and in just  three weeks swung from the deepest losses on record to well above breakev...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Monday’s delayed CFTC report showed managed money traders shifting from a neutral to a more bearish sentiment across the ag space. Funds added 63,000 contacts (360 percent) to their small net short across all ag futures last week and now hold a bearish position of 81,000 contracts short...

feed-grains soy-oilseeds wheat

Market Commentary: Grains Sink on Ideal Weather; Cattle Rally Despite Feeder Imports Resuming

Grain markets gapped-lower on the Sunday night opening after a weekend of uneventful and favorable weather that was absent of any significant trade news. The weakness continued into the day session with corn and soybeans turning in the biggest losses for the day as the weather outlook continues...

feed-grains soy-oilseeds wheat

WPI Crop Progress and Conditions App (Updated 7 July)

Update for 28 April 2025: Last year, users pointed out differences between the 5-year averages reported in this app and what USDA estimates in its weekly report. The difference exists because WPI calculates average based on the last 5 years of observations for the current week. In cases where o...

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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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