World Perspectives

Recent North America Analysis

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 26 Corn closed at $4.1375/bushel, down $0.0175 from yesterday's close.  Jul 26 Wheat closed at $5.96/bushel, up $0.0625 from yesterday's close.  Jul 26 Soybeans closed at $11.3/bushel, up $0.1075 from yesterday's close.  Jul 26 Soymeal closed at $304.8/short ton, up $2.8 from...

livestock

New World Screwworm Spreading North

Since the first U.S. case of New World Screwworm (NWS) was confirmed on 3 June, USDA has confirmed 12 cases. The latest was confirmed in a sheep on 12 June, with four additional cases confirmed in Texas on 11 June, three in cattle and one in a goat. The New Mexico case confirmed that the infect...

feed-grains soy-oilseeds

Port of Chancay's Success Hinges on Inland Infrastructure

Key Takeaways: China has invested heavily in the Port of Chancay to strengthen trade links between South America and Asia. The port could reduce shipping times to China by up to two weeks and improve export competitiveness. Inland transportation infrastructure remains the primary obstacle to r...

livestock

Livestock Industry Margins

Beef packer margins deteriorated to -$218/head last week, down $20 from the prior week as a softer Choice cutout combined with slightly lower fed cattle prices. The cutout slipped to $391/cwt while fed cattle prices eased to $256/cwt, leaving packer profits under pressure. Margins remain deeply...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 26 Corn closed at $4.155/bushel, up $0.0275 from yesterday's close.  Jul 26 Wheat closed at $5.8975/bushel, up $0.0525 from yesterday's close.  Jul 26 Soybeans closed at $11.1925/bushel, up $0.0575 from yesterday's close.  Jul 26 Soymeal closed at $302/short ton, up $0.7 from...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Bounces on Iran Peace Deal Despite Bearish Long-Run Outlook

What You Need to Know Today: The U.S. and Iran agreed to a peace deal on Monday with the deal expected to be signed Friday in Switzerland. The memorandum signed is explicit that Iran will allow 60 days of toll-free transit for all traffic through the Strait of Hormuz, and President Trump annou...

New Agreements on Iran War and EU Tariffs, Questions Remain

The U.S. and Iran announced a framework peace deal. Crude oil futures dropped to $83.08, the lowest since early March. The breakthrough comes as President Trump said that if Iran failed to reach a deal, he would order renewed military attacks. An LNG tanker chartered by India’s Petronet c...

farm-inputs

Vertical Farming: A Promising Concept Held Back by Economic Challenges

Key Takeaways: Vertical farming offers year-round production, reduced water use, and the ability to grow fresh produce closer to consumers. High electricity consumption for lighting and climate control has proven to be the industry's biggest obstacle to profitability. Large upfront investments...

feed-grains soy-oilseeds wheat

WPI Crop Progress and Conditions App (Updated 15 June)

Developer's Note:  Last year, users pointed out differences between the 5-year averages reported in this app and what USDA estimates in its weekly report. The difference exists because WPI calculates average based on the last 5 years of observations for the current week. In cases where obs...

feed-grains soy-oilseeds energy

Peace Deal in Iran: What Does It Mean for Ags?

Early Sunday evening, President Trump and Iranian officials confirmed the two countries have agreed to a peace deal.  The agreement notes the Strait of Hormuz will be reopened (though President Trump cautioned time would be needed “for purposes of mine removal”) and the U.S. bl...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The ongoing shift in ag commodity markets from bullish to bearish sentiments resulted in funds halving their all-ags net long last week, liquidating 330,000 contracts (52 percent), pulling back from the largest net long since at least 2016 forged just five weeks prior. This, combined with the w...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 26 Corn closed at $4.1275/bushel, up $0.01 from yesterday's close.  Jul 26 Wheat closed at $5.845/bushel, down $0.0225 from yesterday's close.  Jul 26 Soybeans closed at $11.135/bushel, down $0.015 from yesterday's close.  Jul 26 Soymeal closed at $301.3/short ton, down $0.4...

feed-grains soy-oilseeds wheat

Market Commentary: Quiet Trade Follows WASDE as Livestock Sector Faces Capacity Shifts

What You Need to Know Today: It was a quiet trading day across major agricultural commodities, with most contracts closing within 1 percent of the previous day's settlement. Trading volumes for corn and the soy complex were lighter than earlier in the week, as traders were positioning before a...

livestock

Policy Roundup: NWS, Section 122 Tariffs, and Dairy Producer Agenda

New World Screwworm Another day, another case of New World Screwworm. USDA has reported nine cases of New World Screwworm (NWS) in the U.S. Of the nine reported cases, eight are located across four counties in Texas—Edwards, Gillespie, La Salle, and Zavala. Of the eight cases in Texas, si...

feed-grains farm-inputs

Regenerate, or not? You Get to Choose

It is easy to get overwhelmed by the debates surrounding farm policy and crop production, especially the current back-and-forth about regenerative agriculture. Regeneration appears to be the word of the decade, the one that won’t go away. Its ubiquity cannot be ignored; in the same way we...

soy-oilseeds

WASDE Soybeans - June 2026

USDA’s June outlook for 2026/27 U.S. soybean supply, use, and price projections is unchanged. U.S. soybean ending stocks are unchanged. The result is that U.S. season-average soybean price for 2026/27 is forecast at $11.40 per bushel; soybean meal and oil prices are $310 per short ton and...

feed-grains

WASDE Corn - June 2026

USDA’s June outlook for 2026/27 U.S. corn is unchanged from last month. Slightly higher ending stocks for 2026/27 results in no change for the season-average price received by U.S. farmers producers at $4.40 per bushel. Global coarse grain production for 2026/27 is forecast 5.8 million to...

wheat

WASDE Wheat - June 2026

USDA’s June outlook for 2026/27 reduced the U.S. average wheat yield by 0.5 bushels per acre to 47.0 bushels and ending stocks are reduced 18 million bushels to 744 million. However, U.S. wheat exports are unchanged at 775 million bushels The result is 2026/27 season-average farm price is...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 26 Corn closed at $4.1175/bushel, down $0.0725 from yesterday's close.  Jul 26 Wheat closed at $5.8675/bushel, down $0.0075 from yesterday's close.  Jul 26 Soybeans closed at $11.15/bushel, down $0.08 from yesterday's close.  Jul 26 Soymeal closed at $301.7/short ton, down $0...

feed-grains soy-oilseeds wheat

Market Commentary: June WASDE Light on Major Balance Sheet Changes

What You Need to Know Today: The June WASDE report was largely in line with expectations, with no major market-altering changes to the balance sheets. The Producer Price Index rose by 1.1 percent month-over-month in May 2026, exceeding economist estimates of a 0.7 percent rise. The annual head...

livestock

Livestock Round Up: NWS and USMCA Renegotiation

USDA’s National Veterinary Services confirmed three new cases of New World Screwworm, including one in a calf in La Salle County, Texas, a goat in Texas, and a dog in New Mexico. That brings the total to six cases. The border to Mexico is closed, with Mexico now implementing a prohibition...

Transportation Perspectives - 11 June

Vessel supplies in the tanker sector are tightening as vessels are “disappearing” from the position list. There is some indication that the position list on both sides of the Suez is “wanting” right now and many are expecting an uptick in rates. There is an odd lack of t...

soy-oilseeds

AP Quant: WASDE Vegoils

WPI offers the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which we feel are of top priority. WPI will seek to expand the offerings in this report and w...

wheat

AP Quant: WASDE Wheat

WPI offers the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which we feel are of top priority. WPI will seek to expand the offerings in this report and w...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 26 Corn closed at $4.1375/bushel, down $0.0175 from yesterday's close.  Jul 26 Wheat closed at $5.96/bushel, up $0.0625 from yesterday's close.  Jul 26 Soybeans closed at $11.3/bushel, up $0.1075 from yesterday's close.  Jul 26 Soymeal closed at $304.8/short ton, up $2.8 from...

livestock

New World Screwworm Spreading North

Since the first U.S. case of New World Screwworm (NWS) was confirmed on 3 June, USDA has confirmed 12 cases. The latest was confirmed in a sheep on 12 June, with four additional cases confirmed in Texas on 11 June, three in cattle and one in a goat. The New Mexico case confirmed that the infect...

feed-grains soy-oilseeds

Port of Chancay's Success Hinges on Inland Infrastructure

Key Takeaways: China has invested heavily in the Port of Chancay to strengthen trade links between South America and Asia. The port could reduce shipping times to China by up to two weeks and improve export competitiveness. Inland transportation infrastructure remains the primary obstacle to r...

livestock

Livestock Industry Margins

Beef packer margins deteriorated to -$218/head last week, down $20 from the prior week as a softer Choice cutout combined with slightly lower fed cattle prices. The cutout slipped to $391/cwt while fed cattle prices eased to $256/cwt, leaving packer profits under pressure. Margins remain deeply...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 26 Corn closed at $4.155/bushel, up $0.0275 from yesterday's close.  Jul 26 Wheat closed at $5.8975/bushel, up $0.0525 from yesterday's close.  Jul 26 Soybeans closed at $11.1925/bushel, up $0.0575 from yesterday's close.  Jul 26 Soymeal closed at $302/short ton, up $0.7 from...

feed-grains soy-oilseeds wheat

Market Commentary: CBOT Bounces on Iran Peace Deal Despite Bearish Long-Run Outlook

What You Need to Know Today: The U.S. and Iran agreed to a peace deal on Monday with the deal expected to be signed Friday in Switzerland. The memorandum signed is explicit that Iran will allow 60 days of toll-free transit for all traffic through the Strait of Hormuz, and President Trump annou...

New Agreements on Iran War and EU Tariffs, Questions Remain

The U.S. and Iran announced a framework peace deal. Crude oil futures dropped to $83.08, the lowest since early March. The breakthrough comes as President Trump said that if Iran failed to reach a deal, he would order renewed military attacks. An LNG tanker chartered by India’s Petronet c...

farm-inputs

Vertical Farming: A Promising Concept Held Back by Economic Challenges

Key Takeaways: Vertical farming offers year-round production, reduced water use, and the ability to grow fresh produce closer to consumers. High electricity consumption for lighting and climate control has proven to be the industry's biggest obstacle to profitability. Large upfront investments...

feed-grains soy-oilseeds wheat

WPI Crop Progress and Conditions App (Updated 15 June)

Developer's Note:  Last year, users pointed out differences between the 5-year averages reported in this app and what USDA estimates in its weekly report. The difference exists because WPI calculates average based on the last 5 years of observations for the current week. In cases where obs...

feed-grains soy-oilseeds energy

Peace Deal in Iran: What Does It Mean for Ags?

Early Sunday evening, President Trump and Iranian officials confirmed the two countries have agreed to a peace deal.  The agreement notes the Strait of Hormuz will be reopened (though President Trump cautioned time would be needed “for purposes of mine removal”) and the U.S. bl...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The ongoing shift in ag commodity markets from bullish to bearish sentiments resulted in funds halving their all-ags net long last week, liquidating 330,000 contracts (52 percent), pulling back from the largest net long since at least 2016 forged just five weeks prior. This, combined with the w...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 26 Corn closed at $4.1275/bushel, up $0.01 from yesterday's close.  Jul 26 Wheat closed at $5.845/bushel, down $0.0225 from yesterday's close.  Jul 26 Soybeans closed at $11.135/bushel, down $0.015 from yesterday's close.  Jul 26 Soymeal closed at $301.3/short ton, down $0.4...

feed-grains soy-oilseeds wheat

Market Commentary: Quiet Trade Follows WASDE as Livestock Sector Faces Capacity Shifts

What You Need to Know Today: It was a quiet trading day across major agricultural commodities, with most contracts closing within 1 percent of the previous day's settlement. Trading volumes for corn and the soy complex were lighter than earlier in the week, as traders were positioning before a...

livestock

Policy Roundup: NWS, Section 122 Tariffs, and Dairy Producer Agenda

New World Screwworm Another day, another case of New World Screwworm. USDA has reported nine cases of New World Screwworm (NWS) in the U.S. Of the nine reported cases, eight are located across four counties in Texas—Edwards, Gillespie, La Salle, and Zavala. Of the eight cases in Texas, si...

feed-grains farm-inputs

Regenerate, or not? You Get to Choose

It is easy to get overwhelmed by the debates surrounding farm policy and crop production, especially the current back-and-forth about regenerative agriculture. Regeneration appears to be the word of the decade, the one that won’t go away. Its ubiquity cannot be ignored; in the same way we...

soy-oilseeds

WASDE Soybeans - June 2026

USDA’s June outlook for 2026/27 U.S. soybean supply, use, and price projections is unchanged. U.S. soybean ending stocks are unchanged. The result is that U.S. season-average soybean price for 2026/27 is forecast at $11.40 per bushel; soybean meal and oil prices are $310 per short ton and...

feed-grains

WASDE Corn - June 2026

USDA’s June outlook for 2026/27 U.S. corn is unchanged from last month. Slightly higher ending stocks for 2026/27 results in no change for the season-average price received by U.S. farmers producers at $4.40 per bushel. Global coarse grain production for 2026/27 is forecast 5.8 million to...

wheat

WASDE Wheat - June 2026

USDA’s June outlook for 2026/27 reduced the U.S. average wheat yield by 0.5 bushels per acre to 47.0 bushels and ending stocks are reduced 18 million bushels to 744 million. However, U.S. wheat exports are unchanged at 775 million bushels The result is 2026/27 season-average farm price is...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 26 Corn closed at $4.1175/bushel, down $0.0725 from yesterday's close.  Jul 26 Wheat closed at $5.8675/bushel, down $0.0075 from yesterday's close.  Jul 26 Soybeans closed at $11.15/bushel, down $0.08 from yesterday's close.  Jul 26 Soymeal closed at $301.7/short ton, down $0...

feed-grains soy-oilseeds wheat

Market Commentary: June WASDE Light on Major Balance Sheet Changes

What You Need to Know Today: The June WASDE report was largely in line with expectations, with no major market-altering changes to the balance sheets. The Producer Price Index rose by 1.1 percent month-over-month in May 2026, exceeding economist estimates of a 0.7 percent rise. The annual head...

livestock

Livestock Round Up: NWS and USMCA Renegotiation

USDA’s National Veterinary Services confirmed three new cases of New World Screwworm, including one in a calf in La Salle County, Texas, a goat in Texas, and a dog in New Mexico. That brings the total to six cases. The border to Mexico is closed, with Mexico now implementing a prohibition...

Transportation Perspectives - 11 June

Vessel supplies in the tanker sector are tightening as vessels are “disappearing” from the position list. There is some indication that the position list on both sides of the Suez is “wanting” right now and many are expecting an uptick in rates. There is an odd lack of t...

soy-oilseeds

AP Quant: WASDE Vegoils

WPI offers the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which we feel are of top priority. WPI will seek to expand the offerings in this report and w...

wheat

AP Quant: WASDE Wheat

WPI offers the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which we feel are of top priority. WPI will seek to expand the offerings in this report and w...

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