Russian Grain Markets: 5 – 9 May 2025 Crop Outlook 2025 Russian analysts from IKRAR increased the wheat production forecast in Russia by 1.3 MMT to reach 83.8 MMT. They attribute the upgrade to rains in the wheat belt of Russia during the first 10 days of May. As a result, they also revised Russia’s 2025/26 wheat export potential to 41.3 MMT, up from 40 MMT. IKAR also believes that spring frosts did no serious damage to winter crops. USDA’s May forecast for the new 2025/26 season leaves Russia number one in global wheat exports at 45 MMT – up 1.5 MMT from this season. USDA predicts that all major wheat players on the global market will improve their positions including the EU, Australia, Argentina, and even Ukraine (...
What You Need to Know Today: Agricultural commodities were mostly lower on the day, with red-hot soyoil a notable exception. Export sales were a bit underwhelming, particularly for corn with export sales down 52 percent week-over-week. The weakness in ag markets tracked crude oil weakness wit...
With the war in Iran affecting fuel and fertilizer prices, higher tariffs, weak commodity prices, ag labor constraints, and other factors, farm bankruptcies are now at a 6-year high, a signal of growing stress. During the month of April, 62 Chapter 12 bankruptcies were filed, which is a 1...
WPI recently completed an expansion of our methodology for estimating and forecasting U.S. and global soybean crushing margins. The new approach incorporates the energy market’s expanding influence on the oilseed sector and the structural changes in global biofuel demand. This report is i...
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.