Soybeans The market was slow last week with the Brazilian market almost out of old crop supplies. There are only a few cargoes offered at very high prices, and the volume is obviously very small compared to what Chinese crushers need for spot shipment. Chinese stocks have been dropping as Brazilian exports have slowed and the Chinese crush rate remains steady. China still needs to cover 3-4 MMT of soybeans until the Brazilian harvest hits in February. Notably, most of the elevation capacity in February is already committed to both China and non-China destinations. Consequently, the market will remain tight in February, with buyers trying to rebuild stocks in many destinations. Today, there was news confirming that China...
What You Need to Know Today: Crude oil prices extended their rally today, supported by several developments, including escalating Houthi attacks on Saudi Arabian oil infrastructure and growing concerns about supply disruptions. The Trump administration is reportedly preparing to remove 50 perc...
Regional News Dry weather across the UK and Europe is becoming increasingly concerning for the 2027 crops as planting intentions are lowered amid dry soil conditions. Delayed sowing or establishment under adverse conditions could leave crops more vulnerable to frost/freeze events and dise...
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.