Stepped-Up U.S. Soybean Exports to China Today’s USDA export inspections report indicated 416,409 MT of U.S. soybeans were inspected for shipment to China in the week ending 17 January. 142,082 MT were inspected at ports in the Gulf of Mexico with the remaining 274,326 MT inspected at ports in the Pacific Northwest (PNW). That suggests there will be large exports to that destination in coming weeks since China has purchased about 5 MMT for January-March shipment. The market has recently been optimistic that the current trade dispute will be resolved with a resulting resumption of U.S. soybean sales to China. However, today the Financial Times reported that the U.S. called off a meeting this week with Chinese officials because China...
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
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.