WPI Bull/Bear Leanings for Agribusiness A summary and graphical depictions of WPI’s expectations for future agribusiness performance. The Flour Milling Industry Excellent operational management and hedging effectiveness are critical features of this historically low-margin business. Oilseed Processing U.S. soybean crushers’ margins will likely be undermined by weak soymeal exports and competition from DDGS in feed rations. The U.S. Biofuels Industry Ethanol margins remain exceptional and are expected to continue. Biodiesel margins and the industry’s outlook turned more negative after Congress failed to renew the blenders’ tax credit. The U.S. Livestock Industry After a decade of volatile corn prices, export...
What You Need to Know Today: Harvest pressure in the U.S. sent corn and soybeans lower as supplies increased and there were signs USDA’s upward revisions to yields in the October WASDE could be close to right. The conflict between Russia and Ukraine escalated over the weekend, with Ukrai...
Key Takeaways: India is excluding sugarcane juice, sugar syrup, and B-heavy molasses from its 2026/27 fuel ethanol procurement program to protect domestic sugar supplies, potentially shifting additional demand toward corn and rice. India’s corn consumption for ethanol has surged from jus...
Developer's Note 24 August 2026: WPI recently completed an exercise that updated the codebase for this app and solved some of the discrepancies between our five-year average calculation and USDA's. There are a few lingering cases where early (late) starts (finishes) to the crop cycle resu...
From WPI Consulting
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.