Regional News Four regions in Russia’s Siberia have declared states of emergency due to heavy rains and flooding. Milling Wheat Wheat markets were higher last week with U.S. futures rising about $5/MT while the Paris market added €1.25/MT for the week. Markets remain concerned about dryness in Ukraine and Russia and, to a lesser extent, the U.S. Plains and Canada. Wheat demand in the U.S. is picking up with last week’s Export Sales numbers showing marketing-year high shipments. While the U.S. is seeing positive export demand signals, the EU markets are not, which was a major factor why Matif futures didn’t rally further last week. EU wheat demand continues to see strong competition and pressure from Rus...
Macro: Treasury Squeezes Yields, the Dollar Gives Way Today’s markets are offering a lesson in pressure: it rarely disappears — it simply moves. The U.S. Treasury stepped into the bond market after long-term yields surged to levels not seen in nearly two decades. By announcing plans...
Key Takeaways: Weather conditions in Europe have continued to deteriorate following both the EU MARS’ latest balance sheet update and the August WASDE, leaving “official” estimates lagging behind the reality observed on the ground. WPI’s models anticipate a 4 perc...
Russian Grain Markets: 10–14 August 2026 The Russian grain market continued to weaken sharply during the second week of August as the Black Sea logistics situation deteriorated. Russia and Ukraine continued exchanging drone and ballistic attacks on seaports, infrastructure and commercial...
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.