World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: Wheat Still Leads CBOT Rally; Frost/Freeze Threatens Russian Wheat Crop

In what has become a common refrain this year, wheat futures were again the upside leader in Monday’s CBOT trade as markets are increasingly concerned about Northern Hemisphere weather. Monday’s trade was seemingly primarily focused on the dryness and recent frost/freeze events in central/southern Russia that are paring back hopes for the country’s wheat crop. Those concerns are in addition to those of rainy conditions in western Europe and Canada as well as – to a lesser degree – the U.S. SRW-growing region. There is ample uncertainty as to what wheat yields will look like this year given the weather challenges and there is a good probability futures have already overshot where cash markets will be at the end...

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livestock

Livestock Industry Margins

WPI is excited to present the latest edition of our newest data-driven publication Ag Perspectives Quant: U.S. Livestock Industry Profit Margins. This report offers a comprehensive look at the profitability of the U.S. beef and pork sectors, from cow-calf and farrow-to-finish producers up the v...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Slips as Demand Worries Overtake Supply-Side Surprises

The November WASDE offered mixed influences for the major ag markets with USDA making surprise cuts to the U.S. corn and soybean crops and ending stocks, which rallied markets on Friday. The report also, however, cast doubts on the demand-side outlook for both crops and wheat, and that is what...

Deep Bench to Fight RFK; China Market Risk; Thankless Job

Deep Bench to Fight RFKBeing the U.S. Secretary of Agriculture is usually a pretty good job. It involves doling out billions of dollars, the constituency is dominated by courteous country people, and controversies tend to be minor. The person serving the longest in any Cabinet position was Jame...

livestock

Livestock Industry Margins

WPI is excited to present the latest edition of our newest data-driven publication Ag Perspectives Quant: U.S. Livestock Industry Profit Margins. This report offers a comprehensive look at the profitability of the U.S. beef and pork sectors, from cow-calf and farrow-to-finish producers up the v...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Slips as Demand Worries Overtake Supply-Side Surprises

The November WASDE offered mixed influences for the major ag markets with USDA making surprise cuts to the U.S. corn and soybean crops and ending stocks, which rallied markets on Friday. The report also, however, cast doubts on the demand-side outlook for both crops and wheat, and that is what...

Deep Bench to Fight RFK; China Market Risk; Thankless Job

Deep Bench to Fight RFKBeing the U.S. Secretary of Agriculture is usually a pretty good job. It involves doling out billions of dollars, the constituency is dominated by courteous country people, and controversies tend to be minor. The person serving the longest in any Cabinet position was Jame...

Rice as a Stable Crop

Last year, India restricted non-Basmati rice exports believing there would be a weather-related short supply. Production was ample and now the country faces record high inventories that will likely be dumped on the world market. The OECD calculates that Indian farmers are implicitly taxed $120...

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From WPI Consulting

Illuminating the value of technical research

On behalf of a commodity producer organization, WPI evaluated the outputs from a project that featured a $5 million investment into technical research over multiple years. WPI’s team captured the results of this extensive effort and synthesized them for presentation to the organization’s governing board; among the findings uncovered and presented for the first time was the development of genomic traits proven, via rigorous testing, to provide crop yield advantages of 50 percent or more to U.S. farmers in times of drought. Capturing measurable results from long-term efforts can be challenging. Educating clients on the dynamics of success measurement when quantifiable results are not readily available requires deep client-consultant collaboration and an ability to consider both near- and long-term client aspirations with market/policy dynamics – attributes that WPI brings to every consulting engagement.

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