Regional News On Monday morning, Russia announced that its 15 February – 30 June 2025 wheat export quota will be 10.6 MMT, slightly below the 11.0 MMT announced at the EEU meeting last month. Milling Wheat Global wheat markets continue to see pressure from slowing U.S. exports and weakness in American futures markets from fund selling and the strong U.S. dollar. EU wheat futures saw pressure as the initial shock of last week’s closure of the Moselle River wore off, as well as the impact from higher forecasts of the 2025/26 EU wheat crop. France’s Agreste agency forecast the country’s soft wheat area to rise 8.7 percent this year while the German wheat crop is expected to see area expand 12.3 percent.EU wheat markets saw a boo...
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
Forecasting developments in production agriculture
On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.