Russian Grain Markets: 3 – 7 February 2025 The market remained bullish. Farmers keep sitting on grains expecting a better price amid rumours that ending stocks are melting away and grain will be in short supply soon. Both in Russia and Kazakhstan, export prices, the key driver on the market, seemed to have reached seasonal highs and are resisting a further bull. A bullish factor is the introduction of the export quota in Russia which starts next week and coincides with the end of the holiday season in China. Since the beginning of 2025, Kazakhstan has opened its doors for Russian wheat after a ban that was introduced in August 2024. Historically, there was another ban for Russian wheat introduced in 2023 when wheat was allowed t...
What You Need to Know Today: Corn, wheat, and the soy complex all formed new contract or at least rally highs to close what has become one of the most uniformly bullish weeks in CBOT history. Escalations in the fighting between Russia and Ukraine and attacks on civilian merchant vessels show n...
Macro: Trade Flows Set the Tone Persian Gulf crude flows appear to be improving, with anecdotal estimates suggesting as much as 7–8 million barrels per day may now be leaving the region — nearly double the mid-July pace. That helps explain why crude has not maintained the full geopo...
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.