Russian Grain Markets: 5 - 9 December 2022 Despite the ongoing war in Ukraine, Russia is revamping its positions on grains and oilseeds markets thanks to a record crop, high demand for wheat, and other agricultural commodities. Sanctions, increased insurance, and war risks have had little effect so far on the dynamics of exports. Russia may set a new world record on the wheat export market becoming the unprecedented leader with a potential of 43.5 MMT. Exports for all grains from Russia may reach 55 MMT (excluding flour) which will be a domestic record. Sanctions slowed down export dynamics and during July-September logistics issues kept exports low. However, in October Russia regained its weight on the global arena of...
What You Need to Know Today: There has already been a strong run of flash soybean sales announcements in recent weeks, but more than 1.4 MMT reported this morning is an exceptionally large single-day total with major implications for the market. If the sales to China and unknown destinations w...
In agriculture and food processing, we think a lot about infrastructure: transportation and storage, processing and packaging, distribution and delivery. It is a physical system of roads, railroads, and rivers; concrete and steel storage; processing plants, warehouses, and machinery; and, event...
Key Takeaways: The Panama Canal’s draft restrictions and decreasing rainfall outlook are driving big moves in dry bulk markets this week. Panamax markets are sharply lower as the economics of moving freight across the Canal are deteriorating rapidly, leading to support in Supramax vessels...
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.