Crushers’ U.S. Soybean Opportunity Soybean processors in Europe, the Middle East and Asia stand to be very competitive with imported soymeal and soyoil in the next year. That is because U.S. soybeans will be available at a much lower price than South American origin, thanks to China’s 25 percent tariff on the former that has driven their price down by as much as $2.00/bushel in some areas while pushing up the price of the latter. U.S. soybeans at the Gulf are now available for October shipment on FOB basis for about $70/MT less than those from Brazil and approximately $50/MT less than Argentine soybeans. This means crushers in markets outside of China can import U.S. soybeans and sell the soymeal and soyoil output for less tha...
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
Infrastructure investment due diligence
On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.