The South American soybean market was quiet this past week. Demand from China is presumed to be slow because crush margins there are not very good. Then again, there has been some sizable Chinese buying from the U.S. out of the Pacific Northwest (PNW). Soybeans The South American soybean market was quiet this past week. Demand from China is presumed to be slow because crush margins there are not very good. Then again, there has been some sizable Chinese buying from the U.S. out of the Pacific Northwest (PNW). Thus, the market discussion is that Chinese purchasing of U.S. soybeans for December and January is because basis has collapsed due to trading houses exiting their long positions. It is also commonly said that the Chinese are in no h...
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.
What You Need to Know Today: The Federal Reserve held interest rates steady at 3.75 to 4.0 percent Wednesday, with two officials dissenting in favor of a 25-basis-point increase. The Fed upgraded its assessment of economic growth from "solid" to "strong" but adopted a more patient approa...
Key Takeaways: Expected growth in U.S. soybean crushing capacity and output, driven by biofuel demand, will increase domestic soymeal supplies, with production growth significantly outpacing demand. WPI forecasts soymeal production increasing from 65.8 million short tons in 2026/27 to 70.5 mil...
Russian Grain Markets: 19–23 October 2026 The Russian grain market continued its recovery during the week, although prices remained volatile across regions. Wheat was notably bullish, while feed barley and corn were slower to appreciate, primarily because of weaker export demand amid logi...