World Perspectives
feed-grains soy-oilseeds wheat

More Things to Keep You Up at Night

There were several developments and stories in the news this week that could have future market implications.

Stats Canada released its initial production estimates yesterday morning, which were generally a bit smaller than the trade was expecting. Among the Canadian crop projections were the following:

All wheat at 25.5 MMT was 1 MMT below USDA’s August estimate, and durum was a surprise at 3.9 MMT since the trade was looking for 4.2-4.5 MMT. Canola was 18.2 MMT versus 19.6 MMT last year and trade estimates generally in the 19 MMT range. (The 2016 canola crop was surprising raised by more than 1 MMT.). Lentil production came in at 2.3 MMT, well below last year’s 3.3 MMT. Barley production is expected to be down 18 percent from...

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feed-grains soy-oilseeds wheat

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Please see the attached summary sheet - page one: ...

feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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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.

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