World Perspectives
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China In-Country Analysis

Public Health Case Count Falls Further, Economic Impact Worsens The trailing seven-day average for new COVID-19 cases and related deaths has continued to decrease according to data from Johns Hopkins Coronavirus Resource Center. Through Saturday, new cases for the previous seven days averaged 7,422 per day, while associated deaths had fallen to five. Clearly, the mass testing and lockdowns across most major cities in China have quickly brought the situation under control. Nonetheless, the price to do so, both in terms of human impact and economic pain, has been steep.   Reports suggest Shanghai is beginning to loosen movement restrictions and quarantine protocols after its nearly two-month long isolation and testing campaign. I...

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feed-grains soy-oilseeds wheat

Market Commentary: Some Reversals, Some Not

Corn, soybeans and soyoil all closed lower after trading up the previous three sessions. July soymeal made it a fourth trading session higher, and wheat remains on a tear with a fifth trading session closing higher. The mood around wheat sees supply concerns developing in North America and in t...

livestock

Forecast Cow-Calf Profits Near Record, Robust Heifer Retention Expected

Cow-calf producer margins are discussed less frequently in these pages than their downstream counterparts of feedlot and beef packer margins, but this doesn’t mean they are less important to understanding the beef industry’s current state and outlook. Additionally, discussion of thi...

feed-grains soy-oilseeds wheat

Summary of Futures

Thank you...

feed-grains soy-oilseeds wheat

Market Commentary: Some Reversals, Some Not

Corn, soybeans and soyoil all closed lower after trading up the previous three sessions. July soymeal made it a fourth trading session higher, and wheat remains on a tear with a fifth trading session closing higher. The mood around wheat sees supply concerns developing in North America and in t...

livestock

Forecast Cow-Calf Profits Near Record, Robust Heifer Retention Expected

Cow-calf producer margins are discussed less frequently in these pages than their downstream counterparts of feedlot and beef packer margins, but this doesn’t mean they are less important to understanding the beef industry’s current state and outlook. Additionally, discussion of thi...

feed-grains soy-oilseeds wheat

Summary of Futures

Thank you...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 15–19 April 2024 International sanctions and reverse measures Russia adopted towards “unfriendly” countries may leave Russia without proper genetics for this spring’s planting campaign. While small grains are available due to long term domestic see...

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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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