Soybeans Market Update The market was very quiet last week in Brazil, and movement was focused in the U.S. with the Chinese government purchasing another 5 MMT of soybeans there. China continues to show signals to the U.S. that it wants to resolve the trade conflict and stop the possible increase in tariffs announced by Trump in the event there is no agreement between the two countries. Meanwhile, U.S. logistics were constrained last week in the Gulf because the upper rivers were frozen. With basis rising there as a result, exporters are now planning to fulfill contracts expeditiously. Brazil Although the Brazilian market remained subdued last week without Chinese demand (as noted above), there were a few trades with a 10-cent carry fro...
What You Need to Know Today: Commodities were mostly lower across the board today after yesterday’s Federal Reserve meeting hinted at a potential interest rate hike later in 2026. The dollar index reached its highest level in over a year, and a strong dollar makes U.S. agricultural expor...
Tomorrow is the Juneteenth federal holiday, and the USDA, along with the rest of the federal government and the CME, will be closed, so the monthly Cattle on Feed report was released a day early. The total number of cattle on feed in feedlots with 1,000 head or more capacity on 1 June amounted...
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.