Russian Grain Markets: 10-14 October 2022 Winter Crop Planting Russian winter crop planting is still behind schedule and may be the lowest in the last five years. Weather is the biggest limiting factor for Russia this fall. Expected acreage of winter crops may be as low as 16.5 Mha dropping by half a million hectares. However, if Russia adds 20 percent of Ukraine’s territory which is now occupied and planting is finished, the situation may balance out. Winter crops in Russia and Russian controlled territories will be within the average for the past several years. A year ago, Russia planted 17 Mha of winter crops. The current planting pace is the slowest since 2013. Grain Exports Update Russian Grain Union forecasts the 2022 grain...
Russian Grain Markets: 29 June-3 July 2026 The new marketing season has officially begun in Russia, although bearish sentiment has been concentrated in the southern regions closest to the Black Sea ports, where export demand has been weakest. Delays in grain deliveries to inland elevators have...
What You Need to Know Today: The hot, dry weather forecast continues to drive strength in grain futures with corn and soybeans hitting another day of strong gains. Monday’s Crop Progress and Conditions data were in line with market expectations and showed relatively few concerns for the...
Yesterday we wrote about the Q1 GDP numbers and the June employment reports in an article entitled Real GDP for Q1 Relying on AI Buildout, Held Back by Consumer Spending. That article mentioned that consumer spending had become a drag on GDP. Nonetheless, real GDP in Q1 was revised upward to 2...
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.