World Perspectives

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, stating the U.S. will make  “… an effort to make sure China understands that it is our expectation, and it should be their expectation that they live up to the agreements that they made.” Under the agreement China made a commitment to increase its agriculture purchases; the agreement was based on the value (not volume) of exports and was subject to normal market and trade patterns. The total value of imports of ag products from...

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livestock

Cattle on Feed

Cattle and calves on feed for the slaughter market in the U.S. was 1 percent below October 1, 2020.  Placements in feedlots during September totaled 2.16 million head, 3 percent below 2020.  Marketings of fed cattle during September totaled 1.79 million head, 3 percent below 2020. Oth...

feed-grains soy-oilseeds wheat

Market Commentary: Wheat Rallies on ADM Delivery Receipt Cancellation; Soy Complex Under Pressure

The CBOT was mixed to end the week with wheat surging to new highs and helping put a bid under corn futures as well. The soy complex was weaker due to soyoil, which was pulled lower after Malaysian palm oil futures posted a huge reversal Thursday.  The biggest reason for the KCBT rally was...

feed-grains wheat soy-oilseeds

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 a...

livestock

Cattle on Feed

Cattle and calves on feed for the slaughter market in the U.S. was 1 percent below October 1, 2020.  Placements in feedlots during September totaled 2.16 million head, 3 percent below 2020.  Marketings of fed cattle during September totaled 1.79 million head, 3 percent below 2020. Oth...

feed-grains soy-oilseeds wheat

Market Commentary: Wheat Rallies on ADM Delivery Receipt Cancellation; Soy Complex Under Pressure

The CBOT was mixed to end the week with wheat surging to new highs and helping put a bid under corn futures as well. The soy complex was weaker due to soyoil, which was pulled lower after Malaysian palm oil futures posted a huge reversal Thursday.  The biggest reason for the KCBT rally was...

feed-grains wheat soy-oilseeds

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 a...

livestock

Cattle on Feed: Surprise (Kind of, but Not Really) on Placements

USDA released its monthly Cattle on Feed report today showing a total inventory of cattle and calves in feed yards of 11.6 million head on 1 October. That was in-line with pre-report expectations and is the second highest October inventory on record – last year was the highest. Marketings...

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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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