Russian Grain Markets: 28 April – 2 May 2025 Russian audit, corporate finance, and consultancy company BEFL published a rating of Russia’s largest megafarms which included 75 companies – half the number registered a year ago. This is telling us that large farms are becoming even larger. There were some major M&A in the sector including taking foreign assets and redirecting them into Russian hands or nationalizing those. The total area these megafarms are farming covers 19 Mha which is 500,000 ha up from last year. The top 10 farms cover 7.7 Mha which is 41 percent of the overall megafarms area. The previous report was showing that top ten was farming 7 Mha. For reference, 2024 was the year of the largest M&A...
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
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.