World Perspectives
feed-grains soy-oilseeds wheat

Technical Views - Disparate Directions

SPREADS May crush trades to 69.25c/bu while oilshare trades to 37.37%.  July/Nov beans trades down to 1.58c from 1.64c inverse, while May/July firms to 14c from 10 1/2c.  July /Dec meal trades down to $37.20 inverse from $38.90.  July/Dec corn inverse trades down to 56c from 58 1/2c, while May/July firms to 12c from 11 1/4c.  July wheat/corn trades from 1.18 1/4c to 1.15c.  PALM OIL May down 44 ringgits at 3,640 on ideas that inventories could rise due to a drop in exports and rising inventories.   NEWS Stocks are down 32 pts with the US dollar firming to 91.39 and crude oil trading up to $61.06/barrel. CALLS Calls are as follows: beans: 3-5 lower meal:  2.20-2.80 lower soyoil:  mixed/h...

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feed-grains soy-oilseeds wheat

Middle East, Mediterranean, and Africa Regional Analysis

London based GAFTA – Grain and Feed Trade Association – advises that in 2024/25 they had 314 new mainly grain arbitrations and 43 appeals. 170 arbitrations were finalized while 46 were settled outside of arbitration. The average cost for an arbitration, under rule 125 for a GAFTA me...

feed-grains soy-oilseeds wheat

Market Commentary: Yield, Acreage Increases Sink Corn, Soybeans

The CBOT came under heavy selling pressure following the January WASDE as USDA unexpectedly increased U.S. corn acreage and yields. The USDA also added area to the soybean harvested and made a bearish cut to U.S. wheat demand, moves which sent all of the major commodity futures markets sharply...

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feed-grains soy-oilseeds wheat

Middle East, Mediterranean, and Africa Regional Analysis

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feed-grains soy-oilseeds wheat

Market Commentary: Yield, Acreage Increases Sink Corn, Soybeans

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feed-grains

WASDE Corn - Jan 2026

USDA’s Jan estimate for 2025/26 U.S. corn is for larger production and higher feed residual usage to result in greater ending stocks: Corn production is estimated at 17.0 billion bushels, up 269 million on a 0.5-bushel increase in yield to 186.5 bushels per acre and a 1.3-million acre ris...

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From WPI Consulting

Forecasting developments in production agriculture

On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.

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