World Perspectives
soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans Market Overview After a few weeks of good activity with strong purchases from China, the markets were very quiet last week as the U.S.-China trade talks kept traders sidelined awaiting the results amid several confusing and vague news reports about their success. Nevertheless, substantial origination was done midweek in Brazil. Farmer selling totaled nearly 1 MMT last Thursday when the real fell to 3.756 versus the USD. This pushed basis down as trading houses wanted to sell some cargoes to reduce their long position, but it was very difficult to find demand. At the beginning of last week, there were some concerns about the spot positions as the lack of farmer selling could tighten soybean deliveries from farmers to elevators, t...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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feed-grains

Squeeze on White Corn

South Africa’s Crop Estimates Committee warns that instead of a previously expected 13.8 percent increase in maize production in 2024/25, output could fall to a five year low on account of El Nino. The shortfall is particularly acute for white corn, with the price rising 30 percent thus f...

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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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