The Market It was a topsy turvy week from the standpoint that the trend is down, speculators are betting on lower values, increasing their net short positions in the week up to 27 February by 11 percent to 178,501 contracts. And yet there were price gains this week. Soymeal contracts have been hitting new lows, but that has been rewarded with huge export sales. The intended delivery of soybeans on 502 March contracts was thought to be bearish, but then Bunge gobbled up 70 percent of them proving there is still commercial demand. Soyoil should have gotten a boost on Friday when the EPA and USDA leaders appeared before the giant Commodity Classic meeting. The expectation was that they’d announce a Sustainable Aviation Fuel requirement...
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.
Key Market Insights The broad market is locked in on this week’s Trump-Xi meeting in Beijing, but this is no longer just a trade summit. Increasingly, the meeting is becoming tied directly to Iran, energy security, and the growing global economic fallout from disruptions through the Strai...