World Perspectives
feed-grains soy-oilseeds wheat

PM Post - Sideways/Lower on S&D Imbalance

THE OPEN November beans: 4 lower December meal: 1.80 lower December soyoil:  25 higher December corn:  3/4 lower September wheat:  5 1/2 higher The markets opened as expected.   Trade chatter about possible record corn and bean crops weighed on those markets, while more positive technical trade kept wheat and soyoil supported at the open.  Buy wheat/sell corn trade and buy soyoil/sell meal were features for the day. SOY The soy complex opened as called with oilshare higher on the back of firmer energies, canola, palm oil, and technicals.    Sep. crush traded into new highs at 81c/bu, while oilshare traded to 33.83%.   November beans and meal spent most of the trading session in t...

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feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that funds are slightly increasing bullish bets across the ag space, primarily in the soy complex and livestock futures. Managed money traders’ net ag position (the combined position across the soybean complex, the three U.S. wheat contracts, corn, and th...

feed-grains soy-oilseeds wheat

Market Commentary: No Raucous End to the Week

With no new input on fundamentals, traders passively went through the day making only minor changes. Monday’s crop progress report will provide some input, and especially focus on the May 12 WASDE. It will be the first keen look at the balance sheets for MY 2025/26.  It was the fifth...

North Dakota and Glyphosate

Bayer CEO Bill Anderson averred in a recent Wall Street Journal interview that the company will make a decision “in months” - not years – whether it will remain the only domestic producer of glyphosate in the U.S. Anderson became CEO in 2023 and at the time promised to have th...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that funds are slightly increasing bullish bets across the ag space, primarily in the soy complex and livestock futures. Managed money traders’ net ag position (the combined position across the soybean complex, the three U.S. wheat contracts, corn, and th...

feed-grains soy-oilseeds wheat

Market Commentary: No Raucous End to the Week

With no new input on fundamentals, traders passively went through the day making only minor changes. Monday’s crop progress report will provide some input, and especially focus on the May 12 WASDE. It will be the first keen look at the balance sheets for MY 2025/26.  It was the fifth...

North Dakota and Glyphosate

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soy-oilseeds

U.S. Soybean Crush Margin Outlook

U.S. soybean processing margins have seen considerable volatility over the past month as multiple fundamental factors upended global oilseed and product prices. The most obvious influence was the recent trade war and tit-for-tat escalation in tariffs between the U.S. and, which was exacerbated...

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From WPI Consulting

Accountability and a comprehensive approach to export programming

WPI’s team helped construct a strategic approach to develop, implement, and track promotional activities in 8 key regions across the globe for an agricultural export association. With continued progress measurement and strategic advisory services from WPI, the association has seen its ROI from investments in promotional programming increase by 44 percent over the past 5 years. Not only does this type of holistic approach to organizational strategy provide measurable results to track and analyze, it fosters top-down and bottom-up organizational accountability.

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