The dominant news in the markets these days continues to be the overwhelmingly bearish attitudes surrounding every market except U.S. equities. Nearly all of the market chatter has revolved around how world supplies, especially corn, are quickly moving from the tightest levels ever to what some consider burdensome. The demand side of the equation has continued to take a back seat even though the demand numbers are quickly becoming very impressive. It was the notable demand for soybeans that gave us today's sharp rally in soybean and soymeal prices.Demand for U.S. corn, soybeans and wheat has been far better than expected, and it is highly likely that USDA will have to increase its export forecasts for all three commodities. Consider these...
What You Need to Know Today: Chinese purchases of U.S. soybeans continued to accelerate, with USDA reporting another 558 KMT sold to China and 236 KMT to unknown destinations. Combined with sales announced Wednesday and Thursday, the latest purchases bring the three-day total to approximately...
Key Takeaways: With the fall calf run now upon us, producers are finally getting a glimpse of what their realized profits will be for 2026. Some producers may have already obtained a strong estimate of 2026 revenues, especially if calves were forward sold in, for example, the mid-summer...
As fall begins, wild migratory birds are starting their seasonal migration. That has the industry and government officials worried about the potential spread, again, of highly pathogenic avian influenza (HPAI). Some members of Congress have called for the United States to be prepared for a pote...
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.