World Perspectives
feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Milling Wheat The Black Sea market continued to be about unchanged last week. Domestic prices in Russia increased $1-4 in the main production regions. A bottom has clearly been formed. However, the remaining surplus is record high for this time of year, and the upside potential is rather limited. If the Russian wheat price goes up $5-10 versus other origins, a significant volume of world demand would shift to France, Argentina, Northern Europe and the U.S. Russia’s balance sheet cannot afford that. It has exported close to 20 MMT in the first half the campaign, and another 15 MMT will be required during the second half if stocks are to be brought down to a manageable level before the new crop arrives. The EU exported only 156,000 MT...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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Market Commentary: Grain Bulls Emerge from Hibernation

Usually, one discusses bears - not bulls - emerging from hibernation, but the somewhat discongruous title of today's report is an accurate image of Wednesday's market activity. The CBOT turned sharply higher at mid-week with corn, the soy complex, wheat, and livestock futures all posting strong...

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Dec 25 Corn closed at $4.37/bushel, up $0.035 from yesterday's close.  Sep 25 Wheat closed at $5.5675/bushel, down $0.0725 from yesterday's close.  Nov 25 Soybeans closed at $10.4925/bushel, up $0.0125 from yesterday's close.  Dec 25 Soymeal closed at $292.2/short ton, up $1.4 fr...

feed-grains soy-oilseeds wheat

Market Commentary: Grain Bulls Emerge from Hibernation

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feed-grains soy-oilseeds wheat

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Sep 25 Corn closed at $4.18/bushel, up $0.12 from yesterday's close.  Sep 25 Wheat closed at $5.64/bushel, up $0.15 from yesterday's close.  Nov 25 Soybeans closed at $10.48/bushel, up $0.2075 from yesterday's close.  Dec 25 Soymeal closed at $290.8/short ton, up $3.2 from yester...

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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.

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