World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: Real Reaction to Fake RVOs; Oats, Wheat Rally

The CBOT finished higher on Wednesday with corn and soyoil trading a volatile day with rumors and reports of new EPA biofuel requirements and suspicions of “spoofing”. Wheat futures were strong and posted 15-cent gains on the lower U.S. dollar and news that Russia may implement an export ban in 2022. Funds were modest net buyers as rains are threatening U.S. corn and soybean harvest progress and as South American weather trends remain dry. Corn and soyoil futures were roiled today by conflicting reports regarding the Biden EPA’s new RVO figures. Reuters initially reported the statistics as a “leaked view” of the EPA’s intention and other sources suggested the Renewable Fuels Association (RFA) provided th...

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WPI Grain Transportation Report

Dry-bulk markets are firmer this week with the Capesize sector again leading the rally. Capesize rates saw support from stronger volumes from East Australia and the Pacific with Brazil and West Africa seeing demand for LH December and January positions. Panamax markets were firmer with growing...

Thanksgiving Holiday

U.S. financial markets are closed for the U.S. Thanksgiving holiday on Thursday, 27 November. Consequently, WPI’s offices will be closed as well and no issue of Ag Perspectives will be published. Ag Perspectives will resume Friday, 28 November. We wish everyone a happy holiday! ...

feed-grains soy-oilseeds wheat

Market Commentary: Broadly Bullish

The CBOT was higher heading into the U.S. Thanksgiving holiday with investors across the board seeming to find optimism amid a relatively quiet news day. For the ag markets, news that China continues to book U.S. soybeans – securing as many as 10 cargoes on Tuesday – is supportive,...

WPI Grain Transportation Report

Dry-bulk markets are firmer this week with the Capesize sector again leading the rally. Capesize rates saw support from stronger volumes from East Australia and the Pacific with Brazil and West Africa seeing demand for LH December and January positions. Panamax markets were firmer with growing...

Thanksgiving Holiday

U.S. financial markets are closed for the U.S. Thanksgiving holiday on Thursday, 27 November. Consequently, WPI’s offices will be closed as well and no issue of Ag Perspectives will be published. Ag Perspectives will resume Friday, 28 November. We wish everyone a happy holiday! ...

feed-grains soy-oilseeds wheat

Market Commentary: Broadly Bullish

The CBOT was higher heading into the U.S. Thanksgiving holiday with investors across the board seeming to find optimism amid a relatively quiet news day. For the ag markets, news that China continues to book U.S. soybeans – securing as many as 10 cargoes on Tuesday – is supportive,...

Banty Rooster; Affordability Writ Large

Banty Rooster The EU is largely being ignored in the negotiations with Russia and Ukraine over a peace deal but that didn’t stop High Representative for Foreign Affairs and Security Policy Kaja Kallas from asserting her viewpoint. She proclaimed that Russia should “curb” the s...

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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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