Brazilian Exports Still Stalled After Trucker Strike Ends Some truckloads of soybeans and other commodities have begun to arrive at Brazilian processing plants and exporter terminals, but the amounts have been limited. As of yesterday, no cargo deliveries had begun to arrive yet at those main terminals in Paranagua or Santos. Instead, the trucks were parked in many locations awaiting orders or better conditions. A few blockades apparently continue in the state of Rio Grande do Sul. Officials at the port of Paranagua estimate 643,000 MT of commodities were prevented from being loaded on ships last week, including 280,000 MT of soybeans and soymeal. Most likely, an even greater volume was unable to load at Santos. Because of the delays, som...
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.
What You Need to Know Today: USDA reports are delayed until Tuesday due to the federal holiday on Monday. Over the weekend, President Trump announced a ceasefire between Russia and Ukraine. Russia warmly welcomed and confirmed this ceasefire by conducting more strikes against Ukraine. Specific...
On Saturday, 10 October, at a campaign rally in Clarksville, Tennessee, President Trump said that the U.S. and Mexico would come to terms on a new trade deal, and he said Canada does not need to be part of the deal. Trump called the coming agreement with Mexico “great” but gave no d...
Key Takeaways: The United States has steadily lost global wheat export market share since the 1970s, falling from the world's leading exporter to a projected fifth place in 2026/27. The rapid expansion of Black Sea wheat exports, driven by improved productivity and export infrastructure, has r...