World Perspectives
feed-grains soy-oilseeds wheat

PM Post - Still Defending

THE OPEN July beans:  20 higher July meal:  8.30 higher July soyoil:  82 higher July corn:  9 higher July wheat:  20 1/2 higher The markets opened as expected with bean prices continuing to gain on corn.  NO doubt that the sell-off spooked many, and that there are now traders wishing to make an exit from the market and reassess.   Higher oilshare was a feature as soyoil values hit new contract highs.  Liquidation and rolling out of July corn was a major feature. Spread trade was the key feature as traders bought beans/sold corn, bought soyoil/sold meal, and bot wheat/sold corn. In the news: The US Coast Guard fully lifted their Mississippi River vessel restrictions around the I-40 bridge n...

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soy-oilseeds

Thailand Soy Tariffs Update

Thailand’s market is now officially reopened to soybean and soymeal imports as the government has resolved a lapse in tariff policy that caused import duties to default to prohibitively high levels earlier this month. On 27 January, the Thai Cabinet approved the continuation of its market...

Middle Power Potential; EU Mimics China

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FOB Prices and Freight Rates App (Updated 28 January)

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soy-oilseeds

Thailand Soy Tariffs Update

Thailand’s market is now officially reopened to soybean and soymeal imports as the government has resolved a lapse in tariff policy that caused import duties to default to prohibitively high levels earlier this month. On 27 January, the Thai Cabinet approved the continuation of its market...

Middle Power Potential; EU Mimics China

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FOB Prices and Freight Rates App (Updated 28 January)

WPI Grain Prices and Freight Rate App Note: you can also visit the app directly by clicking here. Supplemental Information The section below offers a concise view of the options available in the current version of the WPI FOB Price and Freight Rate app, along with a short “How To”...

livestock

Livestock Industry Margins

Beef packer margins remained deeply negative, with estimated net losses at -$185/head, little changed from the prior week. Rising boxed beef values continued to lag gains in fed cattle prices, keeping gross margins compressed despite incremental support from carcass weights and drop values. Rel...

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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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