Regional News Ukraine’s agribusiness Nibulon has completed the “first stage” of a new grain export facility in the Danube River port of Izmail. Ukraine currently has three small Danube ports and has been using them to export grains and food products since Russia invaded and blocked exports (until August) via the Black Sea. Egypt indicates its strategic wheat stocks will be able to meet 6.6 months of domestic consumption and that sugar, soy, and sunflower seed oil are sufficient for 5.6-6 months. Egypt’s state-run supply company GASC will start selling wheat to private mills that do not produce subsidized bread. Egypt is facing a shortage of bread in the country and reports indicate wheat is pilin...
Communicating importance of value-added products
Facing increasing pressure to quantify the value of export promotion efforts to investors, a U.S. industry organization retained WPI to develop a quantitative model that better communicated the importance of exports. The resulting model concluded that value-added meat exports contributed $0.45 cents per bushel to the price of corn, increasing support for that sector’s financial support of WPI’s client. In addition to serving the red meat industry with this type of analysis, WPI has generated similar deliverables for the U.S. soybean and poultry/egg industries.
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...