World Perspectives
wheat

Canada Blows Away Crop Production Records

The question now becomes, what will they do with this crop?Stats Canada's crop production update released on Wednesday of this week simply blew the wheat market away. The 2013 Canadian wheat crop didn't only set a new all-time record, it did so by more than 4 MMT. What is even more amazing is that all of that production increase came since Stats Canada's last estimate was released in October. The wheat harvest was essentially complete when that forecast was distributed, so it begs the question of how could they have missed that estimate by such an enormous margin? We shall never know. Some in Canada say that this survey of farmers was much larger than that in October when farmers were still busy and didn't have time to accurately report the...

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Market Commentary: Energies Collapse on Ceasefire News but Grains Reclaim Early Losses

Once again, Trump, Iran, and the Middle East were the hub around which the CBOT trade revolved on Wednesday. Late Tuesday, the U.S. agreed to a two-week ceasefire agreement with Iran, just days after President Trump threatened to escalate attacks against the Middle Eastern country. In the annou...

Policy Deference; Reasserting Article I; Two-Tailed Dog; EU Imports; WTO Skepticism

Policy Deference The bilateral trade balance is a narrow way to look at the relative relationship between two countries. The government of Mexican President Claudia Sheinbaum Pardo is seeking to ignore its own regulations that guide the application of the General Law on Adequate and Sustainable...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  Egypt is increasingly finding itself caught between Russia and Ukraine, in a battle for supplying its domestic wheat markets. Egypt, the world’s largest wheat importer, is facing political pressure and wooing from both Russian President Putin and Ukrainian President Ze...

feed-grains soy-oilseeds wheat

Market Commentary: Energies Collapse on Ceasefire News but Grains Reclaim Early Losses

Once again, Trump, Iran, and the Middle East were the hub around which the CBOT trade revolved on Wednesday. Late Tuesday, the U.S. agreed to a two-week ceasefire agreement with Iran, just days after President Trump threatened to escalate attacks against the Middle Eastern country. In the annou...

Policy Deference; Reasserting Article I; Two-Tailed Dog; EU Imports; WTO Skepticism

Policy Deference The bilateral trade balance is a narrow way to look at the relative relationship between two countries. The government of Mexican President Claudia Sheinbaum Pardo is seeking to ignore its own regulations that guide the application of the General Law on Adequate and Sustainable...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  Egypt is increasingly finding itself caught between Russia and Ukraine, in a battle for supplying its domestic wheat markets. Egypt, the world’s largest wheat importer, is facing political pressure and wooing from both Russian President Putin and Ukrainian President Ze...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 30 March - 3 April 2026 Market overview The Russian grains market remained broadly stable during the week, with a slightly firmer undertone. Export values were mostly steady, while the domestic market moved modestly higher. Broader geopolitical tensions had only a limited...

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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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