Only about 12 percent of global oat production is exported. Canada only produces 13.5 percent of the world’s oats, but it has a 67 percent global market share of traded product. The U.S. next door is the largest import market. The EU produces nearly a third of the world’s oats but is a very minor exporter. Russia is increasingly the global supplier of grain, and at 17 percent of global supplies it is the second largest producer of oats behind the EU. It is the third largest exporter of oats but only has a 7.3 percent market share. Like Canada, Australia is an outsized trader, producing just 5.6 percent of the world’s oats, but supplying 16.7 percent of traded product. The problem is that overall demand for fo...
What You Need to Know Today: Markets got a surprise with a corn yield of 181.2 bushels/acre in the October WASDE, above the average estimate of 177.6 bushels/acre and up from USDA’s September estimate of 178.5 bushels/acre. Although stronger demand is expected to absorb some of the addit...
Key Takeaways: On Friday afternoon, President Trump announced that Russia will “immediately supply over 300,000 Tons of Diesel Fuel” to the United States. The deal, typical of this administration, is light on details but promises an additional 500,000 tons in November and 1 m...
The USDA has lowered its 2026 red meat production forecasts slightly while forecasting a slight increase in broiler production. Beef is now projected at 24.802 billion pounds, 75 million pounds less than in September. Cow slaughter is expected to be up; however, this will be offset by lower ste...
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.