The pre-holiday risk-off, profit-taking mode continued on the last trading day of 2025. Traders closed out the calendar year with the expected low-level enthusiasm. Positions were tidied up with few fresh inputs as the past is the past and the future is now the USDA January WASDE report. Global grain supplies are currently ample but uncertainties are ample enough to sustain volatility. Weather supports output while economic growth undergirds demand, but conditions can and will change. USDA will finalize MY 2025/26 production numbers in the 12 January WASDE report, which can have some surprises. South American crops are now in their key productive stage, which is consequently the riskiest. Pressure to end the Ukraine war likely m...
From WPI Consulting
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.