World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: India Suggests, Then Denies, Wheat Export Limits; Exports Rally Soyoil; OK Wheat Yields Not OK

CBOT futures ended the day mostly higher with wheat leading the way amid rumors of an export ban from India and poor Oklahoma HRW yields. The wheat strength helped pull corn higher, along with rumors of Chinese buying interest this morning. The recent pullback in corn and soybean futures has, reportedly, prompted China to start inquiring for U.S. new crop corn and both old and new crop soybeans. The soy complex was mixed with soyoil rallying sharply while soymeal continued its technically-driven selloff. The dynamic of the two soy products left soybeans somewhat caught in the middle, though that market settled higher for the day.  Funds were net wheat buyers for the day and secured some 10,000 contracts in that market. Funds also boug...

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feed-grains soy-oilseeds wheat

Does Bias in CONAB’s Forecasts Imply Even Bigger Crops?

CONAB recently released its first forecasts for the 2025/26 corn, soybean, and wheat crops (among others) and pegged production for the first two at massive levels. The soybean crop was forecast at a record 177.6 MMT, up sharply from the prior year and easily the largest on record due to expand...

feed-grains soy-oilseeds wheat

Market Commentary: Trump Tweet Can’t Sustain Soyoil Rally; Corn Firms on Yield Concerns

President Trump’s tweet about possibly restricting used cooking oil imports from China and more yield concerns for Midwest corn crops created mixed trade at the CBOT Wednesday. Soyoil, corn, and soymeal all pushed higher in a combination of technical and fundamentally-driven trade with co...

Sorry Soy; Strategy for Generational Rebuttal

Sorry Soy Thomas Suddes, a reporter for The Plain Dealer cutely writes that Trump’s bubble-gum-and-twine trade “policy” has wrecked America-to-China soybean sales. He is correct that the current Sino-American trade war has ended U.S. soybean sales to the Middle Kingdom, someth...

feed-grains soy-oilseeds wheat

Does Bias in CONAB’s Forecasts Imply Even Bigger Crops?

CONAB recently released its first forecasts for the 2025/26 corn, soybean, and wheat crops (among others) and pegged production for the first two at massive levels. The soybean crop was forecast at a record 177.6 MMT, up sharply from the prior year and easily the largest on record due to expand...

feed-grains soy-oilseeds wheat

Market Commentary: Trump Tweet Can’t Sustain Soyoil Rally; Corn Firms on Yield Concerns

President Trump’s tweet about possibly restricting used cooking oil imports from China and more yield concerns for Midwest corn crops created mixed trade at the CBOT Wednesday. Soyoil, corn, and soymeal all pushed higher in a combination of technical and fundamentally-driven trade with co...

Sorry Soy; Strategy for Generational Rebuttal

Sorry Soy Thomas Suddes, a reporter for The Plain Dealer cutely writes that Trump’s bubble-gum-and-twine trade “policy” has wrecked America-to-China soybean sales. He is correct that the current Sino-American trade war has ended U.S. soybean sales to the Middle Kingdom, someth...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.1675/bushel, up $0.0375 from yesterday's close.  Dec 25 Wheat closed at $4.9875/bushel, down $0.015 from yesterday's close.  Nov 25 Soybeans closed at $10.065/bushel, up $0 from yesterday's close.  Dec 25 Soymeal closed at $275.9/short ton, up $1.6 from y...

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From WPI Consulting

Infrastructure investment due diligence

On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.

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