World Perspectives
feed-grains soy-oilseeds wheat

Southeast Europe Regional Analysis

Milling Wheat The Black Sea market was weaker last week due to the approaching harvest and pressure on the futures markets in the EU and U.S. The weather in Russia and Ukraine was not favorable for wheat development as the drought persisted in major production areas. The average estimate for the Russian crop is about 70 MMT versus 86 MMT last year, and such a production decrease would reduce the export surplus by about 10 MMT. Meanwhile, Ukraine’s export surplus is expected to be around 2 MMT lower than last year. Russian and Ukrainian origins are presently much more competitive versus the rest of the world. With the current price structure, 2018/19 export demand for Russian wheat will be similar to last year’s demand of about...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Argentina Macroeconomic Updates Argentina saw a shortened trading week, with no markets last Thursday and Friday. It was also the first week of trading under the new exchange rate regulations, so it took the markets a few days to adjust. Regarding the official exchange rate, it opened on Monday...

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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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