Over the past decade, the soybean crush in the top ten countries has increased by nearly 37 percent. Over that same period, soymeal exports amongst the top ten countries grew at around 18 percent. This indicates that a significant share of the growth in crush is directed at the domestic market. Although Egypt and Mexico are amongst the world’s top ten soybean crushing countries, the resulting soymeal tends to be more directed toward the domestic market. By contrast, Bolivia and Ukraine are amongst the top ten soymeal exporting countries but do not rank in the top global ten for soybean crushing. Bolivia’s annual soybean crush has not increased much over the period, but Ukraine’s output has more than doubled. Both China an...
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: There has already been a strong run of flash soybean sales announcements in recent weeks, but more than 1.4 MMT reported this morning is an exceptionally large single-day total with major implications for the market. If the sales to China and unknown destinations w...
On Friday, at 6:57 AM, President Donald Trump announced, via a social media post, a 90-day window during which up to 300,000 metric tons of product for ground beef could be imported outside of tariff-rate quotas—a move aimed at bringing down costs for American consumers. This is the secon...