World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: Vegoil Rally Continues; Wheat Finds Short Covering; Hogs Higher on Low Pork Stocks

The CBOT was higher on Tuesday with corn maintaining its range-bound trading pattern while soybeans and soymeal seemed to need to catch up with the soyoil rally. Wheat futures traded lower initially but quickly found substantial short covering that pulled the market higher and formed a minor reversal on the charts. Soyoil filled its overnight chart gap and settled higher, leaving the market showing few signs of slowing down. Macro markets were all weaker but that didn’t seem to faze the CBOT today. Funds are thought to have bought 10,000 contracts of wheat today, along with 12,000 contracts of soybeans and 4,000 of soymeal while also adding 6,000 contracts to their soyoil long. Funds were also net buyers in the corn pit, securing 10,...

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feed-grains soy-oilseeds wheat

Middle East, Mediterranean, and Africa Regional Analysis

London based GAFTA – Grain and Feed Trade Association – advises that in 2024/25 they had 314 new mainly grain arbitrations and 43 appeals. 170 arbitrations were finalized while 46 were settled outside of arbitration. The average cost for an arbitration, under rule 125 for a GAFTA me...

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

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feed-grains soy-oilseeds wheat

Middle East, Mediterranean, and Africa Regional Analysis

London based GAFTA – Grain and Feed Trade Association – advises that in 2024/25 they had 314 new mainly grain arbitrations and 43 appeals. 170 arbitrations were finalized while 46 were settled outside of arbitration. The average cost for an arbitration, under rule 125 for a GAFTA me...

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...

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

Forecasting developments in production agriculture

On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.

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