Soy Export Sales Highlights Today’s USDA export sales report indicated there was a rebound in soybean export sales in the week ending 25 February. Sales of soymeal and soyoil also increased last week compared to the previous week. Net soybean export sales last week totaled 334,000 MT for shipment in 2020/21. The top sales were for Mexico (139,700 MT), Germany (137,700 MT), Japan (121,800 MT), the Netherlands (68,100 MT), and Bangladesh (56,000 MT). Those sales and others were partially offset by reductions for unknown destinations of 351,400 MT. It appears that only the sale to Germany was a new sale rather than a shift from unknown destinations. The report also indicated exporters sold 199,400 MT of soybeans for shipment in 2021/22...
Macro: Treasury Squeezes Yields, the Dollar Gives Way Today’s markets are offering a lesson in pressure: it rarely disappears — it simply moves. The U.S. Treasury stepped into the bond market after long-term yields surged to levels not seen in nearly two decades. By announcing plans...
Key Takeaways: With cattle supplies historically tight and packer margins deeply negative, beef processors are reducing excess slaughter capacity, with decisions over which plants to close driven by cattle availability, operating efficiency, and the ability to maintain high utilization rates...
Russian Grain Markets: 10–14 August 2026 The Russian grain market continued to weaken sharply during the second week of August as the Black Sea logistics situation deteriorated. Russia and Ukraine continued exchanging drone and ballistic attacks on seaports, infrastructure and commercial...
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.