World Perspectives
soy-oilseeds

Oilseed Highlights: U.S.-China Trade Update; Monsoonal Effect on India’s Soy Crop; U.S. Soy Sales

Hope for Breakthrough in Next Week’s U.S.–China Negotiations It is now confirmed that USTR Lighthizer and Treasury Secretary Mnuchin will meet next Tuesday in Shanghai with top Chinese trade negotiators to continue discussions aimed at ending the ongoing trade dispute. According to the White House, the meetings will cover a wide range of issues, including “intellectual property, forced technology transfer, non-tariff barriers, agriculture, services, the trade deficit, and enforcement.” It is worth noting that these talks will not be held in Beijing. Observers suggested the reason for this was to focus attention on the importance of trade since Shanghai is Beijing’s main commercial and financial center, much l...

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feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that managed money traders are becoming split on their views for the grains and oilseeds complexes going forward. Funds were bearish grains as they sold a combined 120,000 contracts in corn and all three classes of wheat futures while buying 23,000 contracts ac...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Falls as Big Crops Get Bigger

The CBOT was mostly bearish on Friday under the primary theme that big crops get bigger. That is true of Brazil’s safrinha production, the outlook for which CONAB raised yesterday, and Argentina’s soybean crop per the Rosario Grains Exchange’s latest estimates. Similarly, whea...

U.S. Agriculture Crisis

U.S. farmers’ export markets were challenging before the trade war, and they are not coming back. It is time for Plan B. The trade agreement still being negotiated with the United Kingdom will supposedly allow U.S. beef producers to fill up to 1.5 percent of the British market. Except the...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that managed money traders are becoming split on their views for the grains and oilseeds complexes going forward. Funds were bearish grains as they sold a combined 120,000 contracts in corn and all three classes of wheat futures while buying 23,000 contracts ac...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Falls as Big Crops Get Bigger

The CBOT was mostly bearish on Friday under the primary theme that big crops get bigger. That is true of Brazil’s safrinha production, the outlook for which CONAB raised yesterday, and Argentina’s soybean crop per the Rosario Grains Exchange’s latest estimates. Similarly, whea...

U.S. Agriculture Crisis

U.S. farmers’ export markets were challenging before the trade war, and they are not coming back. It is time for Plan B. The trade agreement still being negotiated with the United Kingdom will supposedly allow U.S. beef producers to fill up to 1.5 percent of the British market. Except the...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 25 Corn closed at $4.435/bushel, down $0.05 from yesterday's close.  Jul 25 Wheat closed at $5.25/bushel, down $0.0775 from yesterday's close.  Jul 25 Soybeans closed at $10.5/bushel, down $0.0125 from yesterday's close.  Jul 25 Soymeal closed at $291.9/short ton, down $4.5 f...

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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.

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