Regional News Russia’s latest attacks on Ukraine’s Odesa Black Sea port infrastructure on 23 December reportedly damaged a vessel carrying Ukrainian soybeans. The EU Commission raised its forecast of EU common wheat production to 134.4 MMT for 2025/26 and bumped the carry-out expectation higher to 11.7 MMT. Expana Markets (formerly Strategie Grains) forecast the EU 2026/27 wheat crop at 128.3 MMT, sharply below the prior year’s output. England is planning to ban hen cages as part of a suite of animal welfare proposals the government promised. Milling Wheat European wheat prices were mixed but broadly defensive on the week: UK feed wheat futures eased marginally, while the broader w...
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.
Key Market Insights The broad market is locked in on this week’s Trump-Xi meeting in Beijing, but this is no longer just a trade summit. Increasingly, the meeting is becoming tied directly to Iran, energy security, and the growing global economic fallout from disruptions through the Strai...