USDA will release its December WASDE (supply and demand) estimates tomorrow for both the U.S. and the world. That wouldn’t be evident if only reading the news, which is basically focused solely on China, China and more China. It’s not that this country and the trade deal aren’t important; both are obviously critical to the markets going forward. The problem today is that everything being read from day to day is based on rumors and guesses as there is no factual information available. One day China is going to buy 10-15 MMT of U.S. corn, wheat and soybeans, and the next day it isn’t going to buy anything. With every news and analytical group thinking it has or wanting to have the “scoop,” the result is cre...
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: Brazilian President Luiz Inácio Lula da Silva secured reelection on Sunday, defeating right-wing Senator Flávio Bolsonaro despite trailing in the first round of voting. The surprise victory triggered a sharp selloff in Brazilian financial market...
The 2026 midterm elections are a week from tomorrow, but early voting has been taking place for weeks. At stake is control of Congress, including the House of Representatives, where all 435 seats are contested, and the Senate, where approximately one-third of the seats are up for election. Farm...
Key Takeaways: Total U.S. crop acres (excluding hay) are forecast to expand fractionally this year due to greater oilseed crop and winter wheat plantings. One of the key drivers of this year’s crop outlook is input costs, and crops with a lower cost profile have an advantage in producers...