GOOD MORNING, Tonight, we get the commitment-of-trader's report, which may show funds with some of the smallest positions held this year. With yesterday's activity, funds are probably net long 20K contracts soyoil, net short 30K contracts meal, net short 126K contracts corn, and net short 30K beans. Theme has been to cut risk exposure by half heading into the October report and the Trump/China meetings, all of which take place on Oct. 10th and 11th. More headline stories were noted yesterday with Russia's President Putin saying that China wanted to purchase all the beans they have. Point in fact, Russia has been exporting more beans to China since the trade war started, but South America is the largest export...
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.