World Perspectives
feed-grains softs

Indian Subcontinent Regional Analysis

Demand for Quality Malt and Beer Increasing The number of microbreweries has grown from 20 to 120 in the past five years (2013-2018), up 500 percent. New international brands have come to India during this period, and now the trend is to sell bottled/canned craft beer. However, none of this means that Indians have started drinking more beer. Domestic sales in 2017 totaled 4.7 billion litres, and craft beer’s share was about 1 percent. The beer sector’s growth is impressive, though, and sales are expected to rise an average 6.9 percent annually between 2018 and 2022, reaching 6.5 billion litres in total by the end of this period. Craft beer sales are projected to increase 20 percent year-on-year. The key factor leading this gro...

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feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Corn  Argentina’s corn harvest advanced 3.3 percentage points over the past week and reached 43.8 percent of the estimated area nationwide. Progress remains slow due to high grain moisture and inaccessible soils in some regions. Still, harvest pace is 8 points ahead of last year &mda...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  Russia’s recent strikes against Ukraine and poor progress in peace talks between the two countries in Istanbul have added “war risk” premia back into several markets, including wheat.  Farmers in Spain and France were protesting, again, agricultural im...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders became slightly more bearish the major ag markets, last week with steady net selling across the grains and oilseed complex. Funds expanded their net short position across all ags by roughly 4.7 times last week and now hold a meaningful pos...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Corn  Argentina’s corn harvest advanced 3.3 percentage points over the past week and reached 43.8 percent of the estimated area nationwide. Progress remains slow due to high grain moisture and inaccessible soils in some regions. Still, harvest pace is 8 points ahead of last year &mda...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  Russia’s recent strikes against Ukraine and poor progress in peace talks between the two countries in Istanbul have added “war risk” premia back into several markets, including wheat.  Farmers in Spain and France were protesting, again, agricultural im...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed managed money traders became slightly more bearish the major ag markets, last week with steady net selling across the grains and oilseed complex. Funds expanded their net short position across all ags by roughly 4.7 times last week and now hold a meaningful pos...

feed-grains soy-oilseeds wheat

Market Commentary: Strong Friday and an Upward Bound Week

If yesterday’s trading looked like uncertainty ultimately succumbing to the bulls, today’s trading opened with the bears fully in charge. Contracts opened lower and mostly stayed that way until late morning when there appeared to be an epiphany with the bulls and they took charge. I...

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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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