World Perspectives
biofuel

Another 1 Billion Gallons to the 2020 RVO?

The ethanol saga continues. After White House meetings yesterday, some details are being leaked on a potential “fix” to the small refinery exemption (SRE) impact on biofuel volumes. Initial reports from the meetings indicated that SREs were not going away, then subsequent reports today were that the SREs – for all intents and purposes – could be wiped out by having EPA reallocate those waived gallons. If so, weekly ethanol blending could break out of its range-bound three year slump. If the 2018 SRE waived volumes were reallocated, total ethanol demand in 2020 could be about 15.1 billion gallons, almost 4 percent higher than this year (not factoring E15). The details of the package are being called “tenta...

WPI on Twitter

Related Articles

Good Friday

Tomorrow, 29 March is a holiday for the CBOT/CME markets in observance of Good Friday. Please note that our office will also be closed. The next Ag Perspectives will be published Monday, 1 April. ...

feed-grains soy-oilseeds wheat

Market Commentary: Wow, Some Fun Information!

USDA’s much anticipated Prospective Plantings and Quarterly Stocks reports had few shockers, but they did shuffle the board a bit. First, the top line stuff: Corn Planted area was expected to drop due to higher input costs and lower prices, but USDA’s 90-million-acre number was at t...

livestock

Livestock Roundup: Hogs and Pigs Report Neutral with Bearish Undertones

Today, USDA released its quarterly Hogs and Pigs report for the December through February quarter. The total inventory of hogs and pigs on 1 March was 74.6 million head, which was 101 percent of March 2023 and the highest since 2020. That was slightly higher than pre-report expectations. Total...

Good Friday

Tomorrow, 29 March is a holiday for the CBOT/CME markets in observance of Good Friday. Please note that our office will also be closed. The next Ag Perspectives will be published Monday, 1 April. ...

feed-grains soy-oilseeds wheat

Market Commentary: Wow, Some Fun Information!

USDA’s much anticipated Prospective Plantings and Quarterly Stocks reports had few shockers, but they did shuffle the board a bit. First, the top line stuff: Corn Planted area was expected to drop due to higher input costs and lower prices, but USDA’s 90-million-acre number was at t...

livestock

Livestock Roundup: Hogs and Pigs Report Neutral with Bearish Undertones

Today, USDA released its quarterly Hogs and Pigs report for the December through February quarter. The total inventory of hogs and pigs on 1 March was 74.6 million head, which was 101 percent of March 2023 and the highest since 2020. That was slightly higher than pre-report expectations. Total...

Divergent Perspectives

China doesn’t offer the best business environment for American companies and FDI has plummeted. But Xi Jinping told CEO’s that his country will continue building a “first class business environment.” Meanwhile, Joe Biden tells American companies that they are monopolies...

Image
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.

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up