WPI's monthly publication features a review of the past month's market and policy analysis articles. This issue examines the oilseeds, produce and organic food markets, agriculture policy under the Biden Administration, as well as analysis from China, the Middle East, and Africa. ...
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.
Yesterday’s momentum is facing a tougher test today. Stocks and most grain markets have pulled back, while higher Treasury yields and a firmer dollar are making buyers work harder to defend the gains. Crude oil has turned lower, easing some immediate energy pressure, but the Fed minutes l...
Key Takeaways: Corn prices will see support in 2026/27 and likely average $5.11/bushel for farm-gate values across the marketing year. Support for corn values comes from an 8 percent year-over-year reduction in supplies that is only partially offset by a 2 percent reduction in total use. Soybe...
Key Takeaways: Global vegetable oil production continues to expand, but the major oils are being driven by very different supply, demand, and trade dynamics. Palm oil faces heavy near-term supply pressure from rising Malaysian inventories, while Indonesia’s B50 mandate and El Niño...