Perhaps there should be a rule that anyone whose business is analyzing any kind of market economics must be forced to take some time off and be totally removed from any contact with markets or the forces that move them. Aside from the other benefits derived from such vacations, time away from the day-to-day market tensions may not make one any smarter or more perceptive, but it can do wonders for one’s perspective. We just returned from a week of floating and wading rivers in northern Wyoming chasing wild trout. This provided the opportunity to be completely out of touch with politics, trade conflicts, crop prospects and supply/demand balances as well as price movements of grain and oilseeds. To be honest, we did not even think about...
Given yesterday’s headlines, today’s market action may not be what many expected. The dollar is little changed, crude oil is pulling back and stocks are trading higher. Crude may be the biggest piece of today’s reversal. Saudi Arabia is offering additional crude to Asian buyer...
Key Takeaways: Managed money is holding more than one million net-long contracts across agricultural markets, with corn, soybeans, and soymeal all reaching record net-long positions in September. Fundamental concerns surrounding yields, supplies, and global availability have helped justify the...
Under an Executive Order on 4 September, USDA announced $50 million in new funding to help states establish or expand meat and poultry inspection programs as part of an effort to increase processing options for livestock producers. It’s called the Stand-Up Program, which will help states...
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.