S&D The oilseeds supply cinches ever tighter but it will respond to the extent it can. Malaysian palm oil production is projected to increase 3 percent this year. Coceral raised its forecast for EU oilseeds production and France says more rapeseed will be produced despite the drought. Meanwhile, Ukrainian sunoil is valuable and thus finding ways to the market. Exports are at 3.53 MMT, which is down around 20 percent from last year. Brazil’s CONAB increased its estimate of the soybean crop slightly to a total of 124.27 MMT, but lowered exports by nearly 2 MMT to a total of 75.23 MMT. China remains a riddle in the whole game. There has been a lockdown and holidays and poor margins reduced crush. At 38.04 MMT, soybean imports...
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
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.