World Perspectives
feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Milling Wheat The Black Sea market is on fire as it has followed the U.S. futures market rally. Meanwhile, the weather in southern Russia is far from perfect as temperatures have risen to levels above 30°C, and the 14-day forecast is calling for precipitation that is much below the normal seasonal level. Analysts are cutting their crop estimates based on the adverse weather, and 80 MMT seems a rather optimistic number versus the 72 MMT harvested last year. Ukraine’s weather remains favorable, and the crop there could still exceed 28 MMT if those conditions cooperate until the harvest. For reference, it harvested 24.5 MMT last year. The EU reported that 143,00 MT were exported last week, bringing the cumulated total to 19.1 MMT v...

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livestock

Livestock Industry Margins

The pork industry saw production margins improve last week as strong pork demand lifted prices for both the pork cutout and physical hogs. Pork packer margins ticked slightly higher as gains in the pork market outpaced those in the hog market while higher lean hog futures and a slight dip in fe...

feed-grains soy-oilseeds wheat

Market Commentary: Cattle Hit New Records while Wheat Hits New Lows; Planting in Focus

The CBOT was mostly lower to start the week with expectations of favorable planting progress in this afternoon’s Crop Progress report creating much of the pressure. Wheat was the big loser for the day with favorable weather in the major growing regions prompting a strong wave of selling f...

Quick Hits

Canadian Elections: Canada is going to the polls today. Earlier in the year, the Liberal Party was out of favor in Canada, but Trump’s talk of the 51st State has changed the dynamics of the election. Canada has six time zones, so the final results will be in late tonight.  SCP Safegu...

livestock

Livestock Industry Margins

The pork industry saw production margins improve last week as strong pork demand lifted prices for both the pork cutout and physical hogs. Pork packer margins ticked slightly higher as gains in the pork market outpaced those in the hog market while higher lean hog futures and a slight dip in fe...

feed-grains soy-oilseeds wheat

Market Commentary: Cattle Hit New Records while Wheat Hits New Lows; Planting in Focus

The CBOT was mostly lower to start the week with expectations of favorable planting progress in this afternoon’s Crop Progress report creating much of the pressure. Wheat was the big loser for the day with favorable weather in the major growing regions prompting a strong wave of selling f...

Quick Hits

Canadian Elections: Canada is going to the polls today. Earlier in the year, the Liberal Party was out of favor in Canada, but Trump’s talk of the 51st State has changed the dynamics of the election. Canada has six time zones, so the final results will be in late tonight.  SCP Safegu...

Hard Hit with Benefits; American Consumerism; AI’s Trump Trade Solution

Hard Hit with Benefits U.S. agriculture will likely bear the brunt of retaliation by trading partners responding to Mr. Trump’s tariff war, but it could also be the largest beneficiary. Various capitals easily calculate that U.S. farmers strongly supported Trump for President, with farmin...

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From WPI Consulting

Illuminating the value of technical research

On behalf of a commodity producer organization, WPI evaluated the outputs from a project that featured a $5 million investment into technical research over multiple years. WPI’s team captured the results of this extensive effort and synthesized them for presentation to the organization’s governing board; among the findings uncovered and presented for the first time was the development of genomic traits proven, via rigorous testing, to provide crop yield advantages of 50 percent or more to U.S. farmers in times of drought. Capturing measurable results from long-term efforts can be challenging. Educating clients on the dynamics of success measurement when quantifiable results are not readily available requires deep client-consultant collaboration and an ability to consider both near- and long-term client aspirations with market/policy dynamics – attributes that WPI brings to every consulting engagement.

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