Today’s trading opened with a head scratcher after USDA reported 135 KMT of U.S. corn sold to China. There isn’t any corn import demand in China, and if there was it probably would not originate from the U.S. It was quickly corrected to be bound to South Korea. Nonethele...
WPI offers the following analysis as a continuation of last week’s work examining mispricing opportunities in agricultural futures. Readers may recall that this work seeks to identify for the major agricultural commodities where along the forward curve current futures have the greatest er...
USDA’s monthly Cattle on Feed report will be released tomorrow, along with the biannual July Cattle Inventory report for the first time in two years after it was suspended in 2024. For the Cattle on Feed report, analysts’ pre-report consensus estimates are for the total inventory on...
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.