World Perspectives
feed-grains soy-oilseeds wheat

AM Outlook - Caution About Oilshare

GOOD MORNING, Funds continue to make adjustments into the end of the month and into the Thanksgiving holiday.  Volumes are going to probably dwindle from here.  Jan beans break $9.00, ignoring more of the bullish fundamentals such as a good round of export sales and crush demand.  Funds are in liquidation mode, and prices are now at the lower end of the trading range for beans, with a good corrective pullback in soyoil futures.  Feels like funds are prepared to be short everything but soyoil.    The Wall Street Journal reports that the Chinese have invited US representatives Mnuchin and Lighthizer to Beijing for a sit down meeting before the Thanksgiving holiday.  While it may be a good story, funds are...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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livestock

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soy-oilseeds

Oilseed Highlights: Chinese Soybeans; U.S. Soy Export Sales; Little Time for U.S. Soy Sales

China’s Soybean Output Estimated at 18.1 MMT China’s Ministry of Agriculture and rural Affairs this week raised its forecast for that country’s soybean production to 18.1 MMT. USDA also used that forecast in Tuesday’s WASDE report. The USDA forecast in November was 17.1...

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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.

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