World Perspectives
feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Drought Damage Hits South American Crops The South American drought continues to be the major problem in ag commodities these days. Brazil is in the best situation, since it is only dry in the South and Rio Grande do Sul and the rest of the country received good rains last week.Conab estimated Brazil's soybean production at 71.75 MMT (compared to 75.3 MMT of the last campaign) and USDA predicted 75 MMT in its December estimate. However, we believe that USDA will correct that number downward to around 73 MMT in the upcoming WASDE report on Thursday. Rio Grande do Sul produces 10 MMT of the country's total production.Conab estimated Brazil's corn production at 59.2 MMT (compared to 57.5 MMT of the last campaign). USDA estimated the number...

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feed-grains soy-oilseeds wheat

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Over the course of 2025, the average tariff rate on U.S. imports increased from 2.6 percent at the beginning of the year to 13 percent by year-end. It then spiked in April and May, when tariffs on Chinese goods were raised by 125 percentage points, before being reversed by 115 percentage points...

feed-grains soy-oilseeds wheat

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Transportation and Export Report - 13 February 2026

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feed-grains soy-oilseeds wheat

Market Commentary: China Headlines and Technical Buying Lift CBOT

Key Market Developments Markets head into Friday’s CPI report expecting a 0.3 percent month-over-month increase in both headline and core inflation, keeping year-over-year readings near +2.5 percent. That matters — but perhaps not as much as it would have a few weeks ago. This week&...

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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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