World Perspectives
feed-grains soy-oilseeds wheat

PM Post - Sharper Sell-off

THE OPEN May beans:  11 3/4 lower May meal:  1.00 lower May soyoil:  82 lower May corn:  5 lower May wheat:  8 3/4 low The markets opened as expected with meal prices turning higher on the day as traders booked profits on oilshare.  Soyoil charts traded downward as multiple support levels were violated, which helped alleviate overbot signals.  Macros were weaker with crude oil getting hit, which seemed to drag on most of the commodity markets today, resulting in an across-the-board commodity fund selling event.  As is typical, where crude goes other markets will follow.  Outside macro events included continued unwinding of previous buy energy/sell US currency trade.   SOY The...

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feed-grains soy-oilseeds wheat

Middle East, Mediterranean, and Africa Regional Analysis

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feed-grains soy-oilseeds wheat

Market Commentary: Yield, Acreage Increases Sink Corn, Soybeans

The CBOT came under heavy selling pressure following the January WASDE as USDA unexpectedly increased U.S. corn acreage and yields. The USDA also added area to the soybean harvested and made a bearish cut to U.S. wheat demand, moves which sent all of the major commodity futures markets sharply...

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feed-grains soy-oilseeds wheat

Middle East, Mediterranean, and Africa Regional Analysis

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feed-grains soy-oilseeds wheat

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feed-grains

WASDE Corn - Jan 2026

USDA’s Jan estimate for 2025/26 U.S. corn is for larger production and higher feed residual usage to result in greater ending stocks: Corn production is estimated at 17.0 billion bushels, up 269 million on a 0.5-bushel increase in yield to 186.5 bushels per acre and a 1.3-million acre ris...

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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.

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