Some analysts have long argued that Chinese policymakers made a trade-off decision by favoring domestic corn production and soybean imports. Basically, the nation can produce anything it wants, but it cannot produce everything. As the producer of 22 percent of all global corn and the repository for 61 percent of the world’s carryover stocks, China has been all in on corn. USDA forecasts that the nation’s corn imports this year will match last year’s record level but China-based analysis firm JCI now says they will be 128 percent larger. If JCI’s forecast of 16 MMT of corn imports comes to fruition, China will consume roughly 9 percent of all traded corn. JCI bases its forecast on the adverse impact of multiple typho...
What You Need to Know Today: Commodities were mostly lower across the board today after yesterday’s Federal Reserve meeting hinted at a potential interest rate hike later in 2026. The dollar index reached its highest level in over a year, and a strong dollar makes U.S. agricultural expor...
Key Market Insights Geopolitical Limbo: Geopolitical risk remained a key driver across global commodity markets today. President Trump stated that the Iran memorandum of understanding is not yet final and warned that military action could resume if negotiations fail. Both sides continue w...
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.