The CBOT started the week on a mixed note with markets attempting to recover from the Grain Stocks report on Friday. Soybeans and the soy complex attempted to form a bottom and move higher and appear to have been somewhat successful in that effort, but only time will tell whether the reversal will “stick”. Wheat futures were mixed amid a lack of fresh fundamental news while corn futures chopped back and forth on both sides of unchanged. Funds were modest net buyers in the soy complex and corn and are thought to have been essentially flat in wheat. Low water levels in the Mississippi River are creating draft issues and “numerous” barges have run aground on the lower section of the river. The navigation difficulties h...
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.
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...