World Perspectives
soy-oilseeds feed-grains

China In-Country Analysis

Oilseeds Soymeal Inventory Contracts Again with Modest Decrease Fluctuating demand at the regional level due to the varying impacts of African swine fever (ASF), which has resulted in some regions not being able to ship out hogs due to quarantines and an upswing in live chicken prices in other provinces, has caused wild swings in estimated regional soymeal inventories. For example, those stocks in Shandong Province fell nearly 39 percent in just seven days two weeks ago but then reversed course last week and climbed 20,900 MT (+37.0 percent) to 77,400 MT. Similarly, soymeal inventories in Guangdong Province were down 1.7 percent two weeks ago, but they increased 26,000 MT (+44.8 percent) to 84,000 MT last week. The largest declines last w...

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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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