World Perspectives
soy-oilseeds

Oilseed Highlights: WASDE Raises Crush, Export Sales Remain Strong

The Market  Oilseed markets have been volatile again this week amid the tariff-induced meltdown in macroeconomic and ag markets and Wednesday’s massive reversal and rally in the same markets. The net result of this is that soy complex futures are largely little changed – especially in the context of the recent volatility – from last week. Soybeans and soymeal are up fractionally as hope is building for some agreement with China while soyoil is lower than last week due to the collapse in energy markets. The soy crush is slightly lower, consequently, with the oilshare of the margin falling 1.3 percentage points to 43.7 percent. The May board crush margin (that processing margin implied by May futures contracts) is down...

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feed-grains soy-oilseeds wheat

Market Commentary: Low Holiday Cheer

Grain markets traded without conviction today, see-sawing around unchanged and with modest volume. Aggies had WASDE day and outside markets had Fed day, and both events this week were kind of a bust. Some might consider it a positive to lack drama interrupting the holiday period, and that is th...

livestock

Livestock Round Up: WASDE Livestock

USDA’s World Agriculture Supply and Demand Estimates (WASDE) report was released yesterday. The WASDE forecast corn exports for MY 2025-26 hitting a record high, topping the previous record of last year. The net change in the export forecast from a month ago was 125 million bushels, or a...

feed-grains soy-oilseeds wheat

Summary of Futures

Mar 26 Corn closed at $4.465/bushel, up $0.0225 from yesterday's close.  Mar 26 Wheat closed at $5.335/bushel, up $0.04 from yesterday's close.  Jan 26 Soybeans closed at $10.935/bushel, up $0.0225 from yesterday's close.  Jan 26 Soymeal closed at $302.1/short ton, up $0.9 from y...

feed-grains soy-oilseeds wheat

Market Commentary: Low Holiday Cheer

Grain markets traded without conviction today, see-sawing around unchanged and with modest volume. Aggies had WASDE day and outside markets had Fed day, and both events this week were kind of a bust. Some might consider it a positive to lack drama interrupting the holiday period, and that is th...

livestock

Livestock Round Up: WASDE Livestock

USDA’s World Agriculture Supply and Demand Estimates (WASDE) report was released yesterday. The WASDE forecast corn exports for MY 2025-26 hitting a record high, topping the previous record of last year. The net change in the export forecast from a month ago was 125 million bushels, or a...

feed-grains soy-oilseeds wheat

Summary of Futures

Mar 26 Corn closed at $4.465/bushel, up $0.0225 from yesterday's close.  Mar 26 Wheat closed at $5.335/bushel, up $0.04 from yesterday's close.  Jan 26 Soybeans closed at $10.935/bushel, up $0.0225 from yesterday's close.  Jan 26 Soymeal closed at $302.1/short ton, up $0.9 from y...

No Trade Bailout; Statements Betray USMCA

No Trade Bailout The Trump Administration’s $12 billion economic assistance package to farmers is being framed by the media as a “bailout” for the adverse impact of the President’s tariffs and trade wars. But there is no adverse impact in most instances. Wheat prices hav...

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From WPI Consulting

Forecasting developments in production agriculture

On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.

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