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feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The attached PDF offers graphical depiction and seasonal analysis of managed money and commercial traders' net position in key agricultural commodity markets. The data is, of course, taken from the CFTC's weekly Commitment of Traders report, using the futures only data. WPI recently completed an expansion of the analysis and welcomes any feedback/suggestions.   ...

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Advantages: China versus USA

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feed-grains soy-oilseeds wheat

Technical Views - Upside Follow-through

SPREADS Dec crush remains strong at 1.27c/bu while oilshare trades at 30.61%.  Bullspreads remain strong with Dec/Dec corn inverting to 12 1/2c from 8 1/4c while Dec/March narrows into 3 1/2c from 4 1/2c.  Jan/March beans inverts to 11 3/4c from 10c, and against recent highs of 29c po...

feed-grains soy-oilseeds wheat

AM Outlook - Rising Premiums

GOOD MORNING, Bull market price action continues as funds purchase the market based on technical strength.  Most of the markets except for soyoil continue to post new or ctr highs.  Beans continue to trend higher with rumors and confirmation of further Chinese business.  Tuesday...

feed-grains soy-oilseeds wheat

Market Commentary: Drought Drives Wheat Higher; Corn, Soybeans Firm Amid Harvest

The CBOT continued most of the trends that developed yesterday with funds remaining net buyers in corn, wheat, and soybeans. Grains, especially wheat, led the CBOT to the upside while soybeans were mostly along for the ride. Soymeal and soyoil reversed their recent roles, with soyoil gaining on...

feed-grains soy-oilseeds wheat

Technical Views - Upside Follow-through

SPREADS Dec crush remains strong at 1.27c/bu while oilshare trades at 30.61%.  Bullspreads remain strong with Dec/Dec corn inverting to 12 1/2c from 8 1/4c while Dec/March narrows into 3 1/2c from 4 1/2c.  Jan/March beans inverts to 11 3/4c from 10c, and against recent highs of 29c po...

feed-grains soy-oilseeds wheat

AM Outlook - Rising Premiums

GOOD MORNING, Bull market price action continues as funds purchase the market based on technical strength.  Most of the markets except for soyoil continue to post new or ctr highs.  Beans continue to trend higher with rumors and confirmation of further Chinese business.  Tuesday...

feed-grains soy-oilseeds wheat

Market Commentary: Drought Drives Wheat Higher; Corn, Soybeans Firm Amid Harvest

The CBOT continued most of the trends that developed yesterday with funds remaining net buyers in corn, wheat, and soybeans. Grains, especially wheat, led the CBOT to the upside while soybeans were mostly along for the ride. Soymeal and soyoil reversed their recent roles, with soyoil gaining on...

CAP Reform in Focus; New Trade Policy; COVID Adjustments

CAP Reform in Focus This is a busy week in Brussels as tripartite negotiations hit a fever pitch over how green the next Common Agricultural Policy (CAP) will be. Delegations are split with some wanting to increase the mandatory level of 2nd Pillar support for eco-schemes to 40 percent, and boo...

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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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