A summary of the bullish and bearish supply, demand and policy machinations affecting the global oilseeds sector. Supply Bullish Argentina: Soybean planted area was at 44.3 percent last week, slightly behind a year ago and there are now worries about dryness. Meanwhile, crush plant workers are threatening a strike. Brazil: Soybean planting is just about complete, and dryness persists in southern Brazil, particularly Rio Grande do Sul and Santa Catarina. China: CASDE reduced expected domestic soybean production in 2021/22 by 2.2 MMT to a total of 16.40 MMT, a 16 percent decline from a year earlier. Russia: The sunoil export duty was raised $4.10/MT to a total of $280.80/MT. U.S.: Soybean crush was at 5.36 MMT in October, 20 perc...
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...
From WPI Consulting
Accountability and a comprehensive approach to export programming
WPI’s team helped construct a strategic approach to develop, implement, and track promotional activities in 8 key regions across the globe for an agricultural export association. With continued progress measurement and strategic advisory services from WPI, the association has seen its ROI from investments in promotional programming increase by 44 percent over the past 5 years. Not only does this type of holistic approach to organizational strategy provide measurable results to track and analyze, it fosters top-down and bottom-up organizational accountability.