World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: More Braking

Traders continue to step on the brakes but have not yet broken any lines of support but are getting close. Soyoil dragged the complex lower as it hit the daily trading limit, but things could reverse tomorrow. After the close, USDA issued its October Oilseed Crushing report and it was bullish. It was the second largest crush on record but even more importantly, crude oil stocks at 1.640 billion pounds were more than 20 percent lower than expected. Use of inedible oil in processing was up 20 percent year-on-year and up 7.5 percent from a month earlier.  The market sunk on disappointment about biofuel levels being announced by U.S. EPA but there remains plenty of demand from markets like California. Also weighing on the market was conti...

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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

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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