World Perspectives
feed-grains soy-oilseeds wheat

PM Post - Win for the Bull

THE OPEN July beans: 1 higher July meal:  .40 higher July soyoil:  2 lower July corn:  1 1/4 lower July wheat:  5 1/2 lower The board opened today with an air of caution and mostly quiet activity as traders prepared for what the USDA would have to say at 11:00 central time.  The expectation for a bearish corn report spilled over into beans despite an opening sale to China.  Production projections for corn were based off the March Prospective Plantings and acreage expectations.  That acreage was put at 96.99 mln for corn, using a 2020 yield of 178.5 bpa, and production at 15.9 bln bu.  Over the last twenty years, the final planted corn acreage decreased over 3 mln acres only once from March inten...

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feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  EU grain markets continue to see pressure as the euro’s meteoric rise to a 3½-year high against the U.S. dollar undermines grain export competitiveness. The currency’s rally has sparked significant technical selling in Matif futures with Paris wheat fallin...

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...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  EU grain markets continue to see pressure as the euro’s meteoric rise to a 3½-year high against the U.S. dollar undermines grain export competitiveness. The currency’s rally has sparked significant technical selling in Matif futures with Paris wheat fallin...

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...

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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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