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Mercosur Regional Analysis

Soybeans Market Overview The U.S. trade war has been leading the soybean market for several months, but the latest developments (for the worse) have certainly enhanced the market’s focus on it. The Chinese decided to move on Brazilian soybeans last week and secured some Argentine origin as well. Buyers suddenly became nervous and decided to purchase all the available cargoes for nearby positions. Brazilian basis traded higher each day last week, reaching 183N for June and 190N for July CNF China by Friday. Brazil Origination was also moving in Brazil since the weaker currency compensated for the CBOT’s fall, while rising basis levels piqued farmers’ interest in selling their crop. Consequently, the FOB and CNF markets...

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livestock

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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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