World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: CBOT Ends WASDE Week on Quiet Strength; All Eyes on Argentine Weather

The CBOT saw somewhat volatile trade following the January WASDE but strength was noted in soybeans, corn, and KCBT wheat. The futures market did not post any particularly large rallies on Friday, indicating Thursday’s trade was mostly sufficient to “price in” the new information from USDA’s reports. Another weekend forecast of hot, dry weather for Argentina, however, is keeping upward pressure on the markets with the country’s corn and soybean crops likely to be revised lower still in coming reports. The biggest takeaways from the WASDE are that stocks and production are generally smaller than expected, and markets are now having to readjust to this mentality. Just how bullish the fundamental are remains a jud...

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feed-grains soy-oilseeds wheat

Market Commentary: Yield, Acreage Increases Sink Corn, Soybeans

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Venezuela Oil Situation and Oil Price Impacts

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feed-grains soy-oilseeds wheat

Market Commentary: Yield, Acreage Increases Sink Corn, Soybeans

The CBOT came under heavy selling pressure following the January WASDE as USDA unexpectedly increased U.S. corn acreage and yields. The USDA also added area to the soybean harvested and made a bearish cut to U.S. wheat demand, moves which sent all of the major commodity futures markets sharply...

India Holds Out; USMCA Friction; AI and Ag

India Holds Out The most disappointed of U.S. trading partners has to be India. It has long held hope that it would succeed China as the largest foreign supplier to the American market. It is a natural foil to China, which has been politely designated by Washington as a strategic competitor and...

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Venezuela Oil Situation and Oil Price Impacts

The world woke up on Jan. 3 to news of the arrest of Nicolas Maduro, the self-proclaimed president of Venezuela. Few expected this move from the U.S. administration, but in hindsight it may not have been surprising. The Biden administration had placed a $25 million bounty on Maduro through the...

feed-grains

WASDE Corn - Jan 2026

USDA’s Jan estimate for 2025/26 U.S. corn is for larger production and higher feed residual usage to result in greater ending stocks: Corn production is estimated at 17.0 billion bushels, up 269 million on a 0.5-bushel increase in yield to 186.5 bushels per acre and a 1.3-million acre ris...

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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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