Brazilian farmers have sold about 40 percent of their soybean production, well below the last campaign. There is still a large volume to trade, but there might be some logistical constraints in exporting the full production. Soybeans In general, we can say the Chinese demand continues looking for February, March and April positions. Although many analysts consider the United States to already be sold out, some cargoes were confirmed for 15 January and February shipments out of the U.S. Gulf to China. Chinese buyers are trying to find additional offers from Brazil for February or March as this origin should be cheaper than the U.S. Nevertheless, Brazil seems to be sold out for February and probably for March as well.In Brazil, there is alr...
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.