World Perspectives
feed-grains soy-oilseeds wheat

PM Post - Rallies Not Holding

THE OPEN July beans:  10 higher July meal:  6.00 higher July soyoil:   20 pts higher July corn:  8 higher July wheat:  4 1/2 lower The markets opened as expected with new contract highs again noted for soyoil contracts which gained on meal.   Wheat lost to corn, while bull traders continued to monitor price action in case of further technical weakness.  Bullspreads strengthened for corn. At 10:00 export inspections are released as follows: beans:  308,818 mt vs. 244,059 mt (vs. an expected 175,000 mt ) wheat:  659,509 mt vs. 563,598 mt week ago (vs. an expected 450,000 mt) corn:  1,892.243 mt vs. 1,716,299 mt week ago (vs. an expected 1,750,000 mt Inspections were good f...

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feed-grains soy-oilseeds wheat

Market Commentary: Funds Remain Bearish Ag Space Despite U.S.-China Trade Talks

The CBOT turned higher overnight after late Tuesday announcement of a China/U.S. meeting in Switzerland to discuss tariffs and reduce trade tensions. The first step in what is likely to be a prolonged process was welcomed by the industry as it at least shows a willingness from both parties to t...

It’s Complicated

This is a list of vignettes about the most consequential politician of our times. Donald Trump is not complicated if one just reads the rants of his opponents, of which there is a lengthy list. But as the journalist Matthew Continetti says, “Trump criticism is an oversaturated market.&rdq...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 25 Corn closed at $4.4925/bushel, down $0.0625 from yesterday's close.  Jul 25 Wheat closed at $5.3425/bushel, down $0.0175 from yesterday's close.  Jul 25 Soybeans closed at $10.3925/bushel, down $0.02 from yesterday's close.  Jul 25 Soymeal closed at $295/short ton, up $2 f...

feed-grains soy-oilseeds wheat

Market Commentary: Funds Remain Bearish Ag Space Despite U.S.-China Trade Talks

The CBOT turned higher overnight after late Tuesday announcement of a China/U.S. meeting in Switzerland to discuss tariffs and reduce trade tensions. The first step in what is likely to be a prolonged process was welcomed by the industry as it at least shows a willingness from both parties to t...

It’s Complicated

This is a list of vignettes about the most consequential politician of our times. Donald Trump is not complicated if one just reads the rants of his opponents, of which there is a lengthy list. But as the journalist Matthew Continetti says, “Trump criticism is an oversaturated market.&rdq...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 25 Corn closed at $4.4925/bushel, down $0.0625 from yesterday's close.  Jul 25 Wheat closed at $5.3425/bushel, down $0.0175 from yesterday's close.  Jul 25 Soybeans closed at $10.3925/bushel, down $0.02 from yesterday's close.  Jul 25 Soymeal closed at $295/short ton, up $2 f...

FOB Prices and Freight Rates App (Updated 7 May)

Transportation and Freight Market Comments - 2 May 2025 By Matt Herrington Dry-Bulk Ocean Freight Dry bulk markets are finding some support from spot and 30-day demand but the Section 301 rules are depressing grain demand past July. Cargo orders from northern Brazil are increasing as South Amer...

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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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