World Perspectives
feed-grains biofuel energy

Policy Roundup

Insensitive Ethanol Rhetoric While it is still possible that this year's U.S. corn crop will be sufficient to satisfy all users, there is a growing list of doubters. Private predictions continue falling, with talk of another 1 billion bushels of demand needing to be rationed. Pressure on the ethanol industry to give way for food is growing. The industry has reacted by saying that drought -- not the Renewable Fuel Standard (RFS) -- is contributing to higher grain prices, and with the Orwellian comment that any increase in food prices will be offset by lower gas prices. That means that higher gas prices would be offset by lower food prices if not for the RFS. The bottom line is that gas is more elastic in demand than food, and the latter m...

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Market Commentary: Energies Collapse on Ceasefire News but Grains Reclaim Early Losses

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Policy Deference; Reasserting Article I; Two-Tailed Dog; EU Imports; WTO Skepticism

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feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  Egypt is increasingly finding itself caught between Russia and Ukraine, in a battle for supplying its domestic wheat markets. Egypt, the world’s largest wheat importer, is facing political pressure and wooing from both Russian President Putin and Ukrainian President Ze...

feed-grains soy-oilseeds wheat

Market Commentary: Energies Collapse on Ceasefire News but Grains Reclaim Early Losses

Once again, Trump, Iran, and the Middle East were the hub around which the CBOT trade revolved on Wednesday. Late Tuesday, the U.S. agreed to a two-week ceasefire agreement with Iran, just days after President Trump threatened to escalate attacks against the Middle Eastern country. In the annou...

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feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  Egypt is increasingly finding itself caught between Russia and Ukraine, in a battle for supplying its domestic wheat markets. Egypt, the world’s largest wheat importer, is facing political pressure and wooing from both Russian President Putin and Ukrainian President Ze...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 30 March - 3 April 2026 Market overview The Russian grains market remained broadly stable during the week, with a slightly firmer undertone. Export values were mostly steady, while the domestic market moved modestly higher. Broader geopolitical tensions had only a limited...

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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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