The biggest factors in Argentina’s grain markets have been holiday-shortened trading weeks, which have kept things quiet. The port strike is in its 19th day, bringing export logistics to a complete halt. Wheat The wheat harvest is moving quickly, advancing 12.8 percent last week and now covering 80 percent of the planted area. Nearly half the crop is still held by farmers, which is creating serious logistics problems. Silo bags are a great solution, but the cost (roughly $6/MT) is high enough to prohibit some from using them. Currently, there are 43 vessels waiting to load 1.27 MMT of wheat and the recent arrival of trucks to ports has been near zero. Only 450,000 MT of wheat was loaded during December compared to 2.5-3.0 MMT...
What You Need to Know Today: President Trump claimed the ceasefire between the U.S. and Iran was over, as both sides accused one another of violating the terms of the agreement. Commercial vessels are increasingly steering clear of the Strait of Hormuz as security risks escalate following Iran...
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...
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.