World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: COVID Tanks Markets (again)

“… [covid’s] always on my mind, [covid’s] always on my mind.” With apologies to Willie Nelson, that was the tune markets were singing Tuesday. After a brief pause yesterday, crude oil, stocks, currencies, and commodities all continued Friday’s risk-off and liquidation trade. The CBOT started the day on a weak note overnight and losses simply accelerated from there. Buying interest was limited but what developed from time to time was quickly sold with funds and speculative traders using rallies to liquidate longs. Fundamental news was light Tuesday except for fresh weather updates for the U.S., Australia, and South America. Argentina and southern Brazil remain concerningly dry this week while central and...

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New Trade Agenda; Walk the Meat Talk

New Trade Agenda Tomorrow will present the Senate Agriculture Committee’s first hearing in preparation for writing a new Farm Bill and the first two topics are trade, and horticulture. It will be the first hearing for newly confirmed USDA Under Secretary for Trade Alexis Taylor. The line...

feed-grains soy-oilseeds wheat

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MEDITERRANEAN/MIDDLE EAST/NORTH AFRICA/AFRICA – MEA REGION Egyptian government officials said the “dollar crisis” has now been corrected and that foreign payments are being made by banks and delayed goods are clearing customs. Extra efforts have been made to r...

feed-grains soy-oilseeds livestock

Parsing the Data

Brazil’s meat processors are expressing angst that their country’s boosted corn exports to China this year will drive up domestic feed costs to what they describe as an “overpriced” level. The number of Chinese bidders for imported corn is large as the Middle Kingdom&rsq...

New Trade Agenda; Walk the Meat Talk

New Trade Agenda Tomorrow will present the Senate Agriculture Committee’s first hearing in preparation for writing a new Farm Bill and the first two topics are trade, and horticulture. It will be the first hearing for newly confirmed USDA Under Secretary for Trade Alexis Taylor. The line...

feed-grains soy-oilseeds wheat

Middle East, Mediterranean and Africa Regional Analysis

Regional Updates MEDITERRANEAN/MIDDLE EAST/NORTH AFRICA/AFRICA – MEA REGION Egyptian government officials said the “dollar crisis” has now been corrected and that foreign payments are being made by banks and delayed goods are clearing customs. Extra efforts have been made to r...

feed-grains soy-oilseeds livestock

Parsing the Data

Brazil’s meat processors are expressing angst that their country’s boosted corn exports to China this year will drive up domestic feed costs to what they describe as an “overpriced” level. The number of Chinese bidders for imported corn is large as the Middle Kingdom&rsq...

feed-grains soy-oilseeds wheat

Market Commentary: Soymeal, Live Cattle Post New Contract Highs; Grains End Firmer

The CBOT was stronger to start the day with corn and wheat finding mild, continued strength from last week’s rallies. The winterkill threats to the HRW crop mean that KCBT wheat is the upside leader in wheat futures with funds slowly shifting to the long side of the market. Corn ticked hi...

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From WPI Consulting

Infrastructure investment due diligence

On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.

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