World Perspectives

Waste a Crisis II; Risk-Benefit Analysis

Waste a Crisis II The U.S. Senate came close to a deal on a $2 trillion coronavirus bailout package for the economy before a partisan fight over unemployment benefits got in the way. Eventually there’ll be a deal and there will be lots of goodies in it that are completely unrelated to the pandemic. The Senate bill will have to be merged with a House version and the higher spending legislation will prevail. In the Senate bill, USDA gets $9.5 billion to spend on a variety of measures both good and bad, plus $14 billion to replenish the CCC slush fund.  One provision would send extra money to the Supplemental Dairy Margin Coverage program, not because coronavirus spoils milk but because typical oversupply issues are hurting proces...

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Crude Oil and Feedlot Rations

As Gary Blumenthal reported yesterday, efforts are afoot to put a safety net under global crude oil prices. President Trump is communicating with Saudi Arabia and Russia to coordinate a détente in their price and production war, and the so-called OPEC-Plus group, which includes OPEC memb...

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Market Commentary

The CBOT was called mixed/lower to start today and it did just that. Corn and the soy complex were subject to fund selling and broke key technical support points while the wheat market strengthened on news of a Russian export quota. The livestock markets are in complete disarray and swung from...

Jones Act Waiver; Cost of Local; USMCA Date

Jones Act Waiver Energy industry representatives met with President Trump today and agriculture sector representatives should have been there as well. Not to fight over oil versus ethanol but to unify behind petroleum’s request that the President waive the Jones Act. The 100-year old Jone...

feed-grains biofuel energy

Crude Oil and Feedlot Rations

As Gary Blumenthal reported yesterday, efforts are afoot to put a safety net under global crude oil prices. President Trump is communicating with Saudi Arabia and Russia to coordinate a détente in their price and production war, and the so-called OPEC-Plus group, which includes OPEC memb...

feed-grains soy-oilseeds wheat

Market Commentary

The CBOT was called mixed/lower to start today and it did just that. Corn and the soy complex were subject to fund selling and broke key technical support points while the wheat market strengthened on news of a Russian export quota. The livestock markets are in complete disarray and swung from...

Jones Act Waiver; Cost of Local; USMCA Date

Jones Act Waiver Energy industry representatives met with President Trump today and agriculture sector representatives should have been there as well. Not to fight over oil versus ethanol but to unify behind petroleum’s request that the President waive the Jones Act. The 100-year old Jone...

livestock soy-oilseeds wheat

CFTC COT Report Analysis

The attached PDF offers graphical depiction and seasonal analysis of managed money and commercial traders' net position in key agricultural commodity markets. The data is, of course, taken from the CFTC's weekly Commitment of Traders report, using the futures only data. WPI recently completed a...

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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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