World Perspectives
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New Era for Sweet

The world’s two largest sugar producing and exporting nations, Brazil and India, also use part of their output to make ethanol. Brazil has a long history of doing so but it has not changed the relative share of sugar that is exported. By contrast, and as predicted, India’s share of sugar production moving into export has begun to decline. At this juncture, 11.5 percent of India’s sugar goes into ethanol production but with the target being 20 percent, a continued decline in exports is expected.  The change may not have as much food market impact as would be expected. The demand for non-nutritive sweeteners has been growing. This is based in part on increased health concerns, with products labeled zero sugar gaining m...

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feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The following tables/charts reflect the CFTC's latest data release, which covers traders' positions through 21 October. The data are, obviously, delayed due to the 40-day 2025 U.S. government shutdown. While the positions below likely have little influence on today's markets or fund positioning...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The attached PDF offers graphical depiction and seasonal analysis of managed money and commercial traders' net position in key agricultural commodity markets. The data is, of course, taken from the CFTC's weekly Commitment of Traders report, using the futures only data. WPI recently completed a...

soy-oilseeds

WASDE Soybeans - Nov 2025

USDA’s November 2025 estimate is for U.S. soybean ending stocks to decrease 10 million bushels to 290. The projected U.S. season-average soybean price received by farmers is increased 50 cents to $10.50 per bushel. The global ending stocks of soybeans is reduced 2.0 million tons to 122.0...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The following tables/charts reflect the CFTC's latest data release, which covers traders' positions through 21 October. The data are, obviously, delayed due to the 40-day 2025 U.S. government shutdown. While the positions below likely have little influence on today's markets or fund positioning...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The attached PDF offers graphical depiction and seasonal analysis of managed money and commercial traders' net position in key agricultural commodity markets. The data is, of course, taken from the CFTC's weekly Commitment of Traders report, using the futures only data. WPI recently completed a...

soy-oilseeds

WASDE Soybeans - Nov 2025

USDA’s November 2025 estimate is for U.S. soybean ending stocks to decrease 10 million bushels to 290. The projected U.S. season-average soybean price received by farmers is increased 50 cents to $10.50 per bushel. The global ending stocks of soybeans is reduced 2.0 million tons to 122.0...

Trump Tariffs: Preliminary Success in Asia

The Trump tariff plans are still unfolding with almost daily changes. However, on a positive note, the latest news is that China and the U.S. have reached a framework agreement prior to President Trump and President Xi meeting on Thursday in Korea at the end of Trump’s Asia tour. China&rs...

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From WPI Consulting

Accountability and a comprehensive approach to export programming

WPI’s team helped construct a strategic approach to develop, implement, and track promotional activities in 8 key regions across the globe for an agricultural export association. With continued progress measurement and strategic advisory services from WPI, the association has seen its ROI from investments in promotional programming increase by 44 percent over the past 5 years. Not only does this type of holistic approach to organizational strategy provide measurable results to track and analyze, it fosters top-down and bottom-up organizational accountability.

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