Russian Grain Markets: 28 August–1 September 2023 Russian grain markets finally signaled that the new crop is calling the shots on the market. Southern areas went bearish because of ample supply and slow logistics while inland trading is trying to find its bottom price as farmers are not yet ready to sell for less. Moreover, exporters are not offering better prices at the moment with seaport and riverport terminals full and logistics across the Black Sea changing almost daily as Russia and Ukraine hit targets on the Black Sea, both military and non-military, thus sending insurance levels to the roof. A recent GASC tender also does not leave much hope for Russia especially with current levels of export duties as French wheat a...
What You Need to Know Today: Cattle futures extended their sharp selloff Friday as weakening cash cattle prices, deteriorating feedlot profitability, and reduced packer demand continued to weigh on the market. The inability of futures to sustain a rally following last week's bullish Cattle on...
Key Takeaways: WPI’s new EU rapeseed crushing margin models point to weaker processing returns over the next four months due to higher rapeseed procurement costs and weaker product values. Statistical forecasts call for German crushing margins to decline from €181/MT to €...
Key Takeaways: The tariff burden rose sharply in 2025 and 2026: the effective rate on imports in HTS Chapters 1–24 increased from 1.53 percent in 2024 to 6.11 percent in 2025, before averaging 5.68 percent in January–August 2026. Headline rates tell only part of the story: exemptio...
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.