World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: Rain Makes Grain, Maybe

Markets opened sharply lower with a mid-session effort at a comeback that wasn’t sustainable. The speculators for the most part have evaporated but there may still be too much stock in a crop saving weather reversal. The pendulum tends to over-swing and today’s IGC report reinforces that the fundamentals still require respect.  With today being mostly red across the board (except Feeder Cattle?!), it was the third straight day that next week’s brief weather improvement has pushed corn and soybeans lower. Wheat is still hanging on to some of Monday’s larger gain.  The weather forecast remains intact. Heat relief starts this weekend with isolated showers, followed by more scattered showers and cooling tem...

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feed-grains soy-oilseeds wheat

Market Commentary: Mixed Day Awaiting New Inputs

There were few fundamental inputs, but today’s agricultural futures markets established new contract lows for corn, SRW and HRS. There was a new contract high for feeder cattle.   The market has received new private sector crop estimates and next comes crop tours and the August...

VAT Versus Trump Tariffs; MAHA Win?

VAT versus Trump Tariffs Most imports into the U.S. will face an average 15 tariff under Trump trade policy. Critics and news reports warned of disastrous impacts that have thus far failed to develop. This may be due to their relative context. Most countries apply tariffs such as the EU’s...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.0125/bushel, down $0.0075 from yesterday's close.  Sep 25 Wheat closed at $5.085/bushel, up $0.0025 from yesterday's close.  Nov 25 Soybeans closed at $9.845/bushel, down $0.0625 from yesterday's close.  Dec 25 Soymeal closed at $281.3/short ton, down $3...

feed-grains soy-oilseeds wheat

Market Commentary: Mixed Day Awaiting New Inputs

There were few fundamental inputs, but today’s agricultural futures markets established new contract lows for corn, SRW and HRS. There was a new contract high for feeder cattle.   The market has received new private sector crop estimates and next comes crop tours and the August...

VAT Versus Trump Tariffs; MAHA Win?

VAT versus Trump Tariffs Most imports into the U.S. will face an average 15 tariff under Trump trade policy. Critics and news reports warned of disastrous impacts that have thus far failed to develop. This may be due to their relative context. Most countries apply tariffs such as the EU’s...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.0125/bushel, down $0.0075 from yesterday's close.  Sep 25 Wheat closed at $5.085/bushel, up $0.0025 from yesterday's close.  Nov 25 Soybeans closed at $9.845/bushel, down $0.0625 from yesterday's close.  Dec 25 Soymeal closed at $281.3/short ton, down $3...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 28 July – 1 August 2025 The harmonizing of July old crop and new crop pricing is coming to an end. As harvesting continues with a delay, prices are volatile depending on the region. Delayed harvest often causes bullish sentiments in some individual regions but press...

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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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