World Perspectives
feed-grains soy-oilseeds wheat

A Friendly USDA Report

Today’s crop production and supply/demand estimates were considered slightly bullish for soybeans but neutral corn and wheat. Soybean futures traded more than 30 cents higher immediately after the report was released, and that pulled corn futures 6-7 cents higher as well with wheat initially steady. The tables below compare USDA’s actual numbers with those of September and the trade expectations for today’s report.

  Wheat USDA increased U.S. ending supplies by 27 million bushels (730,000 MT) as a result of the reduction in feed/residual use. The U.S. wheat export forecast was left unchanged. Russia’s wheat production estimate was also raised from 81 MMT to 82 MMT. Argentine production was left unchanged, b...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Market Commentary: Macro Pressure and Energy Strength Lift Grain Markets

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feed-grains soy-oilseeds wheat

Summary of Futures

Please see the attached summary sheet - page one: ...

feed-grains soy-oilseeds wheat

Market Commentary: Macro Pressure and Energy Strength Lift Grain Markets

Key Market Developments Macro: Reinforcing a Higher-for-Longer Environment Today’s inflation data reinforced what markets were already beginning to price in: a more persistent, “higher for longer” rate environment. U.S. producer prices came in above expectations, with headline...

Great Timing; Farm Skeptics; War’s Impact; Thursday’s Tumults

Great Timing The workers’ union at the JBS meatpacking plant in Greeley, Colorado, is on strike. The union is demanding more pay for its members, of course, and they want the company to pay for gloves. Given the shortage of cattle, there is overcapacity in cattle slaughter, and JBS has be...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 9–13 March 2026 Russia’s grain market turned firmer in the second week of March, led by stronger price action in Asian Russia, where domestic values continue adjusting higher toward neighboring Kazakh levels. By contrast, European Russia and the Black Sea rema...

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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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