Projected tight wheat stocks in Canada and more ample supplies in the U.S. are likely to impact planting decisions with implications for the wheat outlook of both countries. At the risk of sounding bullish in a market that still has an overwhelmingly bearish mindset, the outlook situation for North American spring wheat, U.S. Dark Northern Spring (DNS) and Canada Western Red Spring (CWRS), is tightening quickly. It is difficult to find much wheat analysis other than general comments that “the world is awash in wheat.” Unlike corn and soybeans, wheat is widely produced around the world, and the U.S. alone recognizes six different classes of the grain. This means the generalized statement that wheat supplies are record-large is not always a t...
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: Russia rejected calls for a ceasefire in the Black Sea, including a proposal to halt attacks on civilian shipping that could help restore grain flows from Ukrainian ports. Tyson Foods announced plans to permanently close its Joslin, Illinois, beef processing facili...
The big news in the cattle markets yesterday was Tyson Foods’ move to close two more beef plants. One of them, the Joslin, Illinois, plant was shuttered immediately after the announcement. The other, in Eagle Mountain, Utah, is a case-ready plant that does not slaughter cattle. Tyson also...
The Bureau of Labor Statistics (BLS) released the Consumer Price Index (CPI) on Wednesday. In July, the CPI rose 0.1 percent, seasonally adjusted, and rose 3.4 percent over the last 12 months, not seasonally adjusted. The index for all items less food and energy, or the “core” infla...