World Perspectives
feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Soybeans Market Overview The soybean market remains very slow and almost at a standstill. China has been quiet these past few weeks, possibly even slower last week. Buyers there have decided to wait until unattractive crush margins recover. China is clearly in no rush to make any purchases and will move when there is an opportunity. Brazil  CNF and FOB basis in Brazil kept dropping last week, trying to find demand that has yet to appear. Last week featured unconfirmed rumors of potential trades at 202F for December shipments with offers at 210F CNF China. These levels are far below the highs of six weeks ago when November traded at 378X CNF (the equivalent of 364F), implying basis has dropped an amazing $1.50 in less than two month...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Market Commentary: CBOT Ends Mixed on Planting Pace, Weather, South American Outlook

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livestock

HPAI Waning This Spring

In 2022 and 2023, most HPAI cases affected producers during the spring and fall. The years 2024 and 2025 were different, however. The bulk of cases occurred during the winter months. Between December 2024 and February 2025, approximately 53.7 million egg layers, turkeys, and broilers were culle...

The Future of the U.S. – China Trade War

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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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