Wheat Planting of the 2026/27 wheat crop continues at an exceptional pace, with 32.4 percent of the projected 6.5 million hectares already seeded. This represents the fastest progress for this time of year since at least the 1998/99 season. Favorable soil moisture conditions have supported rapid fieldwork across most production regions, with planting well ahead of both the five-year average and last season's pace. From a commercial standpoint, growers remain cautious. New-crop wheat sales have reached 1.84 MMT, approximately 30 percent below typical levels for this stage of the season. Global supply pressure and the approaching Northern Hemisphere harvest have weighed on prices, with Argentine new-crop values declining by roughly $20/MT fro...
What You Need to Know Today: Cattle futures extended their sharp selloff Friday as weakening cash cattle prices, deteriorating feedlot profitability, and reduced packer demand continued to weigh on the market. The inability of futures to sustain a rally following last week's bullish Cattle on...
Key Takeaways: WPI’s new EU rapeseed crushing margin models point to weaker processing returns over the next four months due to higher rapeseed procurement costs and weaker product values. Statistical forecasts call for German crushing margins to decline from €181/MT to €...
Key Takeaways: The tariff burden rose sharply in 2025 and 2026: the effective rate on imports in HTS Chapters 1–24 increased from 1.53 percent in 2024 to 6.11 percent in 2025, before averaging 5.68 percent in January–August 2026. Headline rates tell only part of the story: exemptio...
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.