World Perspectives
soy-oilseeds feed-grains wheat

Mercosur Regional Analysis

Soybeans Argentina Last week Argentina posted a few offers in the local market, although volume was small with the labor strike on Tuesday and Labor Day holiday on Wednesday. Farmers are willing sellers at higher prices. Harvest progress reached 59.3 percent last week, per the Buenos Aires Grain Exchange, and yields remain very good. Production is still estimated at 56 MMT, but some analysts suggest it could reach 60 MMT. FOB replacement is firm in basis terms, compensating for the CBOT’s recent drop. Trading houses now have negative elevation margins against the FOB market with replacement rising from -20N to 0N in just one week. May shipments were offered at -27N FOB last week (minimum 32.5 percent protein), but those levels 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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