Following the recent shocks to the grain markets – the Grain Stocks report data and news that soybeans will be on the negotiating table when Presidents Trump and Xi meet next – many are wondering what happens next as far as commodity pricing goes. WPI certainly doesn’t have a crystal ball (if we did, we’d be on a yacht somewhere trying to outspend Bill Gates) but we do have a decent handle on grain market seasonality and how that could influence futures prices. Recently, we’ve done some work exploring seasonal forecasts of the major ag futures that helps formulate our ideas of futures “mispricing” and the probability of large price moves. The tables below identify not only the contracts where...
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.