Southeast Asian Ag Sector Surprisingly Optimistic As I mentioned yesterday, this week I am participating in the 9th Annual Southeast Asia Agricultural Cooperators Conference in Thailand. At the meeting are representatives of Southeast Asia's largest animal producing and feed milling companies as well as multinational and regional agricultural trading firms. The companies in attendance collectively purchase over 18 MMT of soybeans and soybean products annually for consumption in Asia.With soybean, soymeal and corn prices trading at record levels as a result of very tight supplies, I expected the mood here to be pessimistic. However, that is not the case. Instead, most here remain optimistic about the next year and beyond. As a general rul...
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...
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.