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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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feed-grains soy-oilseeds wheat

Market Commentary: Macro Markets Stabilize, Soy Rallies on China Buying; Wheat Weaker on Planting

The CBOT was mixed on Tuesday with soybeans grinding lower and breaking support early in the day before rumors of Chinese purchases pushed the market to a positive close. Wheat was lower on last week’s news of a lower Russian export tax and corn seemed caught between the wheat and soybean...

China: Will It, or Won’t It, Meet Phase One in Year Two?

As the two-year China-U.S. Phase One trade agreement nears its final months, and seasonal exports trend up, what China does for the rest of the year has become a hot topic.  At a recent event in Kansas City, USDA Secretary Tom Vilsack said the U.S. will press China to meet its targets, sta...

Double Exposure; New Old Era

Double Exposure In a concept paper yesterday at the WTO, the U.S. outlined its lessons from the pandemic in terms of a more resilient planet. Notably missing from the report was any mention of the TRIPS agreement hindering vaccinations against disease. The reason for its absence is the mounting...

feed-grains soy-oilseeds wheat

Market Commentary: Macro Markets Stabilize, Soy Rallies on China Buying; Wheat Weaker on Planting

The CBOT was mixed on Tuesday with soybeans grinding lower and breaking support early in the day before rumors of Chinese purchases pushed the market to a positive close. Wheat was lower on last week’s news of a lower Russian export tax and corn seemed caught between the wheat and soybean...

China: Will It, or Won’t It, Meet Phase One in Year Two?

As the two-year China-U.S. Phase One trade agreement nears its final months, and seasonal exports trend up, what China does for the rest of the year has become a hot topic.  At a recent event in Kansas City, USDA Secretary Tom Vilsack said the U.S. will press China to meet its targets, sta...

Double Exposure; New Old Era

Double Exposure In a concept paper yesterday at the WTO, the U.S. outlined its lessons from the pandemic in terms of a more resilient planet. Notably missing from the report was any mention of the TRIPS agreement hindering vaccinations against disease. The reason for its absence is the mounting...

feed-grains

PM Post - Loss of Upside Steam

THE OPEN Nov beans:  3 higher  Dec meal:  1.30 higher Dec soyoil:  15 higher Dec corn:  1 lower  Dec wheat:  4 lower Prices opened as called but oilshare quickly found more selling pressure as traders bot meal/sold soy oil.  The markets continued to find...

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From WPI Consulting

Communicating importance of value-added products

Facing increasing pressure to quantify the value of export promotion efforts to investors, a U.S. industry organization retained WPI to develop a quantitative model that better communicated the importance of exports. The resulting model concluded that value-added meat exports contributed $0.45 cents per bushel to the price of corn, increasing support for that sector’s financial support of WPI’s client. In addition to serving the red meat industry with this type of analysis, WPI has generated similar deliverables for the U.S. soybean and poultry/egg industries.

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