Global sunflower seed production is only about one-seventh as large as soybean output, but it has surprisingly continued on a similar trend in supply despite the war between the two largest producers, Russia and Ukraine. Ukraine’s sunflower seed production faltered in 2022 at the outset of the war, rebounded last year and is expected to increase slightly this year. Because of its higher value per unit of production, and thus easier logistics, Ukrainian farmers will emphasize their sunflower seed plantings this year. However, the concern on the supply side is the dwindling position of global sunflower carryover stocks. They have fallen nearly 70 percent since the war started. They have fallen from 15 percent to 4 percent on a st...
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.
After spending much of the year searching for a reason to stay, the bulls suddenly have several. Grain markets have strengthened, wheat is leading the charge, outside markets are becoming more supportive, and geopolitical and weather risks are once again demanding attention. Does that mean the...
Key Takeaways: Cover crops are gaining adoption as farmers seek to improve soil health, reduce erosion, and build more resilient cropping systems. While cover crops do not provide immediate revenue, their long-term benefits include improved nutrient retention, water management, and soil produc...
Russian Grain Markets: 6–10 July 2026 New-crop price formation remained underway during the week, with bearish price movement concentrated in southern Russia and the Volga Valley, where harvest begins first and export access is strongest. Price volatility remains elevated across producing...