Brazilian soybeans presently look more attractive than the U.S. competition, but are hampered by concerns about dependability of shipments. However, waiting time in Brazilian ports could be less important this season than comparative basis. Soybeans The South American soy market feels heavy. The "wait and see" approach seems to be paying off with competition between the U.S. and Brazil starting to increase for the critical month of February as U.S. soybean basis has started to drop again. This development has taken some by surprise because U.S. basis for a spot cargo traded higher last week at +128 SF. Hopeful sellers who believed the market was rebounding felt that Chinese buyers were caught short of beans, but there actually seemed to b...
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...
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.