World Perspectives
soy-oilseeds

Oilseed Highlights: U.S. Soy Export Sales; Argentine Margins; China and DDGS; Chinese Crush Volume

U.S. Soybean Export Sales More Than Double Last Week Today’s USDA export sales report for the week ending 13 June indicated the volume of U.S. soybeans sold for shipment in 2018/19 totaled 571,500 MT, up 255,900 MT or 123 percent from the previous week and 34 percent above the past four-week average.The top sales were to unknown destinations (141,400 MT), Egypt (110,000 MT), the Netherlands (82,600 MT), Japan (56,600 MT) and Indonesia (55,700 MT). The sale to the Netherlands included 66,000 MT originally sold to Argentina but then switched to that country. (There are no more unshipped sales on the books for Argentina). Net sales for shipment in 2019/20 totaled 200,000 MT, mainly to Thailand (68,000 MT), Pakistan (66,000 MT) and unkno...

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livestock

Livestock Industry Margins

The pork industry saw production margins improve last week as strong pork demand lifted prices for both the pork cutout and physical hogs. Pork packer margins ticked slightly higher as gains in the pork market outpaced those in the hog market while higher lean hog futures and a slight dip in fe...

feed-grains soy-oilseeds wheat

Market Commentary: Cattle Hit New Records while Wheat Hits New Lows; Planting in Focus

The CBOT was mostly lower to start the week with expectations of favorable planting progress in this afternoon’s Crop Progress report creating much of the pressure. Wheat was the big loser for the day with favorable weather in the major growing regions prompting a strong wave of selling f...

Quick Hits

Canadian Elections: Canada is going to the polls today. Earlier in the year, the Liberal Party was out of favor in Canada, but Trump’s talk of the 51st State has changed the dynamics of the election. Canada has six time zones, so the final results will be in late tonight.  SCP Safegu...

livestock

Livestock Industry Margins

The pork industry saw production margins improve last week as strong pork demand lifted prices for both the pork cutout and physical hogs. Pork packer margins ticked slightly higher as gains in the pork market outpaced those in the hog market while higher lean hog futures and a slight dip in fe...

feed-grains soy-oilseeds wheat

Market Commentary: Cattle Hit New Records while Wheat Hits New Lows; Planting in Focus

The CBOT was mostly lower to start the week with expectations of favorable planting progress in this afternoon’s Crop Progress report creating much of the pressure. Wheat was the big loser for the day with favorable weather in the major growing regions prompting a strong wave of selling f...

Quick Hits

Canadian Elections: Canada is going to the polls today. Earlier in the year, the Liberal Party was out of favor in Canada, but Trump’s talk of the 51st State has changed the dynamics of the election. Canada has six time zones, so the final results will be in late tonight.  SCP Safegu...

Hard Hit with Benefits; American Consumerism; AI’s Trump Trade Solution

Hard Hit with Benefits U.S. agriculture will likely bear the brunt of retaliation by trading partners responding to Mr. Trump’s tariff war, but it could also be the largest beneficiary. Various capitals easily calculate that U.S. farmers strongly supported Trump for President, with farmin...

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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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