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wheat

WASDE Soybeans - Sep 2025

Soybeans – USDA’s Sep 2025 outlook is for higher U.S. ending stocks to 300 million bushels, up 10 million from last month. The U.S. seasonal average soybean price is forecast at $10.00 per bushel, down $0.10 from last month. The soybean meal and the soybean oil prices are unchanged at $280 per short ton and 53 cents per pound.  Global soybean ending stocks estimate was reduced 0.9 million tons to 124.0 million on lower stocks for Argentina, Bolivia, and Canada – which were partly offset by higher stocks for the United States and Brazil...

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RVO Math Still Missing Some Key Factors, Affecting Planting Decisions?

The market is still waiting for the 2026-2027 required volume obligation (RVO) to be announced. The expectation is that it will come by the end of this month; the proposed rule was issued in June 2025, referred to as the “Set 2” rule because there are several proposals that are re-s...

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Mercosur Regional Analysis

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CFTC COT Report Analysis

Friday’s CFTC report showed funds further expanding long positions across the major ag futures contracts for the sixth straight week. Funds added 176,000 contracts (60 percent) to their all-ags net long position, with strong and mostly uniform buying across the ag sector.  The soy co...

RVO Math Still Missing Some Key Factors, Affecting Planting Decisions?

The market is still waiting for the 2026-2027 required volume obligation (RVO) to be announced. The expectation is that it will come by the end of this month; the proposed rule was issued in June 2025, referred to as the “Set 2” rule because there are several proposals that are re-s...

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feed-grains soy-oilseeds wheat

Market Commentary: Green Despite Many Obstacles

There was mostly green on the board for Friday and for the week as a whole. Another contract high was printed by soyoil as higher energies, higher inflation, and heightened geopolitical tensions all favored commodities.  There are some topical contrasts. For example, the cattle market is t...

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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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