World Perspectives
soy-oilseeds

Oilseed Highlights: Markets Turn Lower on Growing Supply Expectations

The Market  Soybean futures have mostly traded sideways over the past two weeks with trade policy uncertainty, favorable weather for the U.S. and South America, and as-expected export volumes minimizing the need for a major move. Soyoil has pulled back sharply amid weakness in crude oil and increased doubts about the policy outlook for biodiesel and soyoil demand. Soymeal prices have generally drifted lower as steady domestic demand and strong exports are so far unable to offset the trend of substantially larger domestic production that is keeping supplies high. Sellers continue to try to “buy demand” for soymeal, which is pushing buyers to a hand-to-mouth procurement strategy.  U.S. soybean basis levels are starting t...

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feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 26–30 January 2026 The Russian grains market remains volatile, with bearish sentiment prevailing on the RUB export trade platform despite higher U.S. dollar–denominated export prices and zero export duties currently in place. With a large crop available, marke...

feed-grains soy-oilseeds wheat

European Market Analysis

Milling Wheat  Large supplies and strong exports of wheat from the Black Sea and Russia continue to cap upside potential for wheat. U.S. and EU markets rallied last week until late in the week, when they hit a combination of technical pressure and increased competition from the Black Sea.&...

FOB Prices and Freight Rates App (Updated 4 February)

WPI Grain Prices and Freight Rate App Note: you can also visit the app directly by clicking here. Supplemental Information The section below offers a concise view of the options available in the current version of the WPI FOB Price and Freight Rate app, along with a short “How To”...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 26–30 January 2026 The Russian grains market remains volatile, with bearish sentiment prevailing on the RUB export trade platform despite higher U.S. dollar–denominated export prices and zero export duties currently in place. With a large crop available, marke...

feed-grains soy-oilseeds wheat

European Market Analysis

Milling Wheat  Large supplies and strong exports of wheat from the Black Sea and Russia continue to cap upside potential for wheat. U.S. and EU markets rallied last week until late in the week, when they hit a combination of technical pressure and increased competition from the Black Sea.&...

FOB Prices and Freight Rates App (Updated 4 February)

WPI Grain Prices and Freight Rate App Note: you can also visit the app directly by clicking here. Supplemental Information The section below offers a concise view of the options available in the current version of the WPI FOB Price and Freight Rate app, along with a short “How To”...

feed-grains soy-oilseeds wheat

Market Commentary: Soyoil Rallies on Stocks, Tax Credits; Livestock Futures Gain on Cash Trade

Soyoil was the upside leader in the CBOT’s Tuesday trade after the USDA’s December soyoil stocks figure came in well below expectations. Additionally, the U.S. Treasury Department announced its proposal on the 45Z Clean Fuel tax credits, which were broadly friendly for ag interests...

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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