World Perspectives
soy-oilseeds

Oilseed Highlights: “Liberation Day” Rattles Markets

The Market  Prior to the Liberation Day tariffs that President Trump announced late Wednesday, oilseed markets were seeing noted strength due to renewed hopes for biodiesel demand. Earlier this week, news broke that members of the oil and renewable energy sectors met with the EPA to discuss raising the biodiesel blending target from 3.35 billion gallons to 5.5-5.75 billion gallons. That news sent CBOT soyoil skyrocketing higher, which in turn caused significant rallies in soybeans, rapeseed, and ICE canola futures.  Those rallies are currently in jeopardy, however, after President Trump’s unveiling of massive tariffs on all trading partners and even heavier duties on countries formerly considered friendly trading partners. T...

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FOB Prices and Freight Rates App (Updated 4 April)

Transportation and Freight Market Comments - 4 April 2025 By Matt Herrington Dry-Bulk Ocean Freight Dry-bulk markets saw more support this week with the spot market seeing robust demand as shippers try to get ahead of any Section 301 measures against Chinese vessels. U.S. freight markets are se...

Trade and Jobs Reports

Now that the Administration’s tariff plans are out, what is happening to the trade deficit? After hitting a record in January, the trade deficit shrank to $122.7 billion in February as exports grew by $8 billion while imports declined slightly. Still, that leaves the monthly trade deficit...

livestock

Tight Supplies, Strong U.S. Demand to Support Cattle Prices, Despite Trade War

Anyone following the beef and cattle markets recently has seen the volatility that preceded the recent surge to new contract highs, and the lack of consensus in the industry’s outlook. Now, the outlook is further complicated by the tariffs that will be placed on Mexican feeder cattle impo...

FOB Prices and Freight Rates App (Updated 4 April)

Transportation and Freight Market Comments - 4 April 2025 By Matt Herrington Dry-Bulk Ocean Freight Dry-bulk markets saw more support this week with the spot market seeing robust demand as shippers try to get ahead of any Section 301 measures against Chinese vessels. U.S. freight markets are se...

Trade and Jobs Reports

Now that the Administration’s tariff plans are out, what is happening to the trade deficit? After hitting a record in January, the trade deficit shrank to $122.7 billion in February as exports grew by $8 billion while imports declined slightly. Still, that leaves the monthly trade deficit...

livestock

Tight Supplies, Strong U.S. Demand to Support Cattle Prices, Despite Trade War

Anyone following the beef and cattle markets recently has seen the volatility that preceded the recent surge to new contract highs, and the lack of consensus in the industry’s outlook. Now, the outlook is further complicated by the tariffs that will be placed on Mexican feeder cattle impo...

feed-grains soy-oilseeds wheat

Summary of Futures

May 25 Corn closed at $4.575/bushel, down $0.0025 from yesterday's close.  May 25 Wheat closed at $5.36/bushel, down $0.0325 from yesterday's close.  May 25 Soybeans closed at $10.115/bushel, down $0.18 from yesterday's close.  May 25 Soymeal closed at $288/short ton, up $0.8 fro...

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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.

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