T, T, T & I from USDA Outlook Forum Key points from four sessions (Technology, Transatlantic, Trade and Insurance) at USDA’s annual Outlook Forum. Big Crops, Bigger Problems for Brazil The world soybean market’s shift from U.S. soybean supplies to South American supplies each February has become an annual rite of passage, an “out with the old, in with the new” transition. However, the nature of the changeover is evolving. Major U.S. Soy Demand Rationing Required Until Fall Harvest The U.S. has been exporting soybeans, soymeal and soyoil at a near record pace thus far in MY 2012/13. However, the pace of U.S. soy exports must decline sharply during the remainder of the marketing year to allow for adequate sup...
What You Need to Know Today: Crude oil prices extended their rally today, supported by several developments, including escalating Houthi attacks on Saudi Arabian oil infrastructure and growing concerns about supply disruptions. The Trump administration is reportedly preparing to remove 50 perc...
Key Takeaways: The agricultural trade surplus has become a sizable deficit: the balance swung from a $40.1 billion surplus in 2011 to a $40.7 billion deficit in 2025. Imports kept growing while exports lost momentum: between 2020 and 2025, agricultural imports increased 45 percent, compa...
USDA released its October Cattle on Feed report Friday, showing 11.4 million cattle in feedlots with capacity for 1,000 head or more, slightly below last year. September placements were the lowest for the month since records began in 1996, marking the third consecutive month of placements sett...
Regional News Dry weather across the UK and Europe is becoming increasingly concerning for the 2027 crops as planting intentions are lowered amid dry soil conditions. Delayed sowing or establishment under adverse conditions could leave crops more vulnerable to frost/freeze events and dise...
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.