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softs

Money Wasted; Pandering; Confusion; Smearing

The Observer reports Chinese President Xi Jinping declaring that his country must boldly pursue agricultural biotechnology and not allow foreign companies to dominate it. However, China is then holding back on introducing its own traits. Upside Down Incentives The Obama administration is turning Ronald Reagan's characterization of the government's economic management on its head. Reagan said that government approached economic activity as follows: "If it moves, tax it. If it keeps moving, regulate it. And if it stops moving, subsidize it." USDA Secretary Tom Vilsack announced $52 million in federal grants to help "Grow Organic and Local Food Economies." USDA's own figures show that the organic food sector is expanding by 11 percent a year...

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feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders adding back to short positions across the ag space as technical conditions quickly deteriorated for the soy complex and wheat. Funds added nearly 85,000 contracts to their all-ag futures net short last week and continue to hold a neutral/s...

wheat softs

2026 Minor Crop Acreage Outlook

Yesterday, WPI presented our initial acreage forecasts for the 2026 U.S. crop year with a focus on the major crops (corn, soybeans, and all-wheat). Today, we extend that analysis to show our forecasts for more minor crop acres. Briefly, our modeling results show that producers across the U.S. a...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders cutting back short positions across the ag space as technical conditions strengthened for corn, soybeans, and wheat. Funds cut their net short across all ag futures by 79 percent last week and are now flat the market, holding just 17,000 c...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders adding back to short positions across the ag space as technical conditions quickly deteriorated for the soy complex and wheat. Funds added nearly 85,000 contracts to their all-ag futures net short last week and continue to hold a neutral/s...

wheat softs

2026 Minor Crop Acreage Outlook

Yesterday, WPI presented our initial acreage forecasts for the 2026 U.S. crop year with a focus on the major crops (corn, soybeans, and all-wheat). Today, we extend that analysis to show our forecasts for more minor crop acres. Briefly, our modeling results show that producers across the U.S. a...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders cutting back short positions across the ag space as technical conditions strengthened for corn, soybeans, and wheat. Funds cut their net short across all ag futures by 79 percent last week and are now flat the market, holding just 17,000 c...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders embarking on a second straight week of net short selling across the ag space as they slightly expanded a relatively neutral position. The expansion of the short position came mostly from selling in soybeans, soyoil, and SRW wheat, with min...

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From WPI Consulting

Communicating importance of value-added products

Facing increasing pressure to quantify the value of export promotion efforts to investors, a U.S. industry organization retained WPI to develop a quantitative model that better communicated the importance of exports. The resulting model concluded that value-added meat exports contributed $0.45 cents per bushel to the price of corn, increasing support for that sector’s financial support of WPI’s client. In addition to serving the red meat industry with this type of analysis, WPI has generated similar deliverables for the U.S. soybean and poultry/egg industries.

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