Soybeans The world soybean markets are still dead, including Brazil’s. Chinse demand is covered for August and most of September, leaving potential demand for October-January as the only buying possibility. Sellers, however, are not comfortable offering those positions. Trading houses are having a difficult time presently because few traders want to be long or short, especially on the Brazilian crop. Despite the possibly huge demand from China, buyers are not willing to pay replacement prices. Moreover, since Chinese crush margins are poor, they are even more reluctant to buy as they would be paying high basis with no profit. Consequently, any near-term demand is likely to be for spot positions, but the market is still well covered...
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.
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...