World Perspectives
feed-grains livestock biofuel

RFS Waiver Possibilities

There is a lot of discussion about the possibility of a Renewable Fuel Standard (RFS) waiver this summer should, say, the August WASDE, come out with a significant deterioration of the corn crop. And, on a parallel track, there is a lot of talk about what impact such a waiver might have.According to Professor Bruce Babcock with the Center for Agriculture and Rural Development (CARD) at Iowa State University, a total waiver of the RFS would reduce corn prices by 28 cents per bushel and cause less than a 5 percent reduction in ethanol production.Meanwhile, Smithfield CEO Larry Pope in an op-ed for The Wall Street Journal writes that the RFS is worse than the drought: The RFS has diverted so much corn as a questionable substitute for gasoli...

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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

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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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