Analytical speculation about the amounts of acreage that will be planted to specific crops began soon after the January reports, and there are numerous factors that play into the crop planting decisions of individual farmers.Since the last big round of USDA reports in January, grain and soy markets have faced a dearth of fresh fundamental inputs on which to trade. The big event, if we may call it that, has been the large Brazilian soybean harvest. However, soy markets had already accepted that this would set another record with the only question being by how much. The lack of anything else in the interim helps explain in part why markets have been so focused on the next major set of USDA reports to be released 31 March.These particular repo...
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...
Tomorrow is the Juneteenth federal holiday, and the USDA, along with the rest of the federal government and the CME, will be closed, so the monthly Cattle on Feed report was released a day early. The total number of cattle on feed in feedlots with 1,000 head or more capacity on 1 June amounted...
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.