Russian Grain Markets: 14 – 18 July 2025 The new 2025/26 season export market is the driving force behind pricing patterns asking for more goods at the premium price. The southern federal district enjoyed bullish sentiments, while the rest of the country was waking up to what is going on in the Black Sea ports and unable to quickly raise their prices accordingly. Prices in the rest of the country will be adjusted to prices in the ports, especially when wheat is given a luxury of a duty-free ride. How long will this pattern last? Possibly for a couple of months as long as the government is figuring out this season’s potential and the ability of the Russian wheat trade. Bangladesh is a dark horse of the Russian wheat exports...
What You Need to Know Today: The corn and soybean markets closed slightly higher in low-volume trade. The wheat market was mixed, with HRW continuing its downward trek on improved moisture. As expected, the bearish cattle on feed report drove down cattle prices and pulled hogs down with it. Mi...
Key Market Insights Macro markets delivered a full whipsaw today. Early in the session, crude oil had rallied back above $100/barrel as traders priced renewed concern over the U.S.-Iran standoff and potential supply risk through the Strait of Hormuz. That strength helped pull grains off their o...
From WPI Consulting
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.