World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: CBOT Rallies on South American Weather, Poor U.S. Wheat Conditions

CBOT market dipped lower overnight, only to find end-user demand and some speculative buying. Any end-of-the-month selling pressure is now over, as is most of the rolling of March positions froward, which is helping futures stabilize. The South American weather forecast is worrisome for the corn crops there, which helped the CBOT move higher Tuesday. News of U.S. corn export sales to Japan were supportive, and rumors of Chinese interest in corn and soybean purchases was also supportive. Chinese buyers, and others, continue to use breaks in CBOT futures to fix basis contracts or book new sales. Importantly, end-users have continued to scale up their pricing ideas, allowing support levels to inch higher in CBOT markets.  Funds are thoug...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Market Commentary: Yield, Acreage Increases Sink Corn, Soybeans

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feed-grains soy-oilseeds wheat

Middle East, Mediterranean, and Africa Regional Analysis

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feed-grains soy-oilseeds wheat

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India Holds Out; USMCA Friction; AI and Ag

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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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