World Perspectives
feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 9 – 13 June 2025 The grains market saw no major changes especially with two days of holidays when the country celebrated Russia day. The new crop smell is in the air with annexed Crimea already harvesting. This season the crop in Crimea will be poor because the irrigation system is not functioning. The wheat belt will start harvesting in late June and early July. North Caucasus and Kuban will join the harvesting campaign soon. We expect the new crop to appear on the market no sooner than July. In the meantime, the market is bearish rushing to meet new crop price levels which are still being formulated. Russian analysts believe that this year’s grain crop may reach 130.3 MMT without occupied territories but...

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feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.2175/bushel, up $0.0525 from yesterday's close.  Dec 25 Wheat closed at $5.1475/bushel, up $0.055 from yesterday's close.  Nov 25 Soybeans closed at $10.2375/bushel, up $0.1075 from yesterday's close.  Dec 25 Soymeal closed at $279.3/short ton, up $5.7 fr...

feed-grains soy-oilseeds wheat

Market Commentary: Tweet Yields Another Rally and Perhaps a Floor

After yesterday’s charge forward in soybeans and a lower close in the overnight, optimists on a trade deal with China again took over and brought another higher close that this time infected both the corn and wheat markets. As stated in Matt’s adjacent analysis, this seems overwroug...

soy-oilseeds

Can a Trade Deal Save U.S. 2025/26 Soybean Exports?

Wednesday’s headline in the ag markets was President Trump’s social media post that indicated soybeans will be on the agenda for his upcoming summit with President Xi. The news was the first significant acknowledgement by the administration since starting the trade war that it is ha...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.2175/bushel, up $0.0525 from yesterday's close.  Dec 25 Wheat closed at $5.1475/bushel, up $0.055 from yesterday's close.  Nov 25 Soybeans closed at $10.2375/bushel, up $0.1075 from yesterday's close.  Dec 25 Soymeal closed at $279.3/short ton, up $5.7 fr...

feed-grains soy-oilseeds wheat

Market Commentary: Tweet Yields Another Rally and Perhaps a Floor

After yesterday’s charge forward in soybeans and a lower close in the overnight, optimists on a trade deal with China again took over and brought another higher close that this time infected both the corn and wheat markets. As stated in Matt’s adjacent analysis, this seems overwroug...

soy-oilseeds

Can a Trade Deal Save U.S. 2025/26 Soybean Exports?

Wednesday’s headline in the ag markets was President Trump’s social media post that indicated soybeans will be on the agenda for his upcoming summit with President Xi. The news was the first significant acknowledgement by the administration since starting the trade war that it is ha...

feed-grains soy-oilseeds wheat

Market Commentary: Ag Markets Rally on Trump Post About China Negotiations

CBOT markets - and the soy complex in particular - staged a substantial rally Wednesday afternoon after President Trump’s positive comments on reopening ag product trade with China. President Trump posted on social media that he intends to challenge China’s President Xi on the latte...

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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.

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