World Perspectives
feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 4 – 8 November 2024We have heard the voices from various sources forecasting a new grain crop in Russia and most of them differ in numbers. We will have to deal with terminology like bunker weight (straight from the combine) and standard weight (cleaned and dried accepted by the storage facility,) and geopolitical terms like “new regions”, occupied territories, and Crimea. Some include both and some include only certain territories.Russian Grain Union (RGU) downgraded the grain crop in standard weight not bunker weight to 126 MMT, reporting that 98 percent of the crop has been harvested. RGU forecasts export potential of Russia at 56 MMT of which 45 MMT is wheat. As of 1 November, Russia already exported 25.1 MMT whic...

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feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

WHEAT Harvest advanced 4.9 percent week over week, reaching 16.5 percent of the suitable area. The national average yield continued to rise as combines moved through the core production zones, now at 2.6 MT/ha. In the highest-productivity regions, cutting was still limited, but early tests poin...

feed-grains soy-oilseeds wheat

European Market Analysis

Milling Wheat  European wheat markets remain under pressure amid heavy global supplies and as aggressive Black Sea and Argentine offers cap any rallies. Too, the firmer euro has further eroded EU export competitiveness just as FOB offers from Argentina near $209–211/MT for 11.5 perce...

feed-grains soy-oilseeds wheat

Daily Estimate of Managed Money Positioning in Ag Futures

Amid the ongoing delays in releasing the backlogged CFTC data, WPI presents the following estimates of managed money traders’ positioning in key agricultural futures markets. WPI’s estimates are based on econometric and signal processing methods that use futures price, volume, and o...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

WHEAT Harvest advanced 4.9 percent week over week, reaching 16.5 percent of the suitable area. The national average yield continued to rise as combines moved through the core production zones, now at 2.6 MT/ha. In the highest-productivity regions, cutting was still limited, but early tests poin...

feed-grains soy-oilseeds wheat

European Market Analysis

Milling Wheat  European wheat markets remain under pressure amid heavy global supplies and as aggressive Black Sea and Argentine offers cap any rallies. Too, the firmer euro has further eroded EU export competitiveness just as FOB offers from Argentina near $209–211/MT for 11.5 perce...

feed-grains soy-oilseeds wheat

Daily Estimate of Managed Money Positioning in Ag Futures

Amid the ongoing delays in releasing the backlogged CFTC data, WPI presents the following estimates of managed money traders’ positioning in key agricultural futures markets. WPI’s estimates are based on econometric and signal processing methods that use futures price, volume, and o...

soy-oilseeds

WASDE Soybeans - Nov 2025

USDA’s November 2025 estimate is for U.S. soybean ending stocks to decrease 10 million bushels to 290. The projected U.S. season-average soybean price received by farmers is increased 50 cents to $10.50 per bushel. The global ending stocks of soybeans is reduced 2.0 million tons to 122.0...

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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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