GOOD MORNING, Prices are higher this morning on a dry weekend across Brazil, with more of the same this week as we are now in a full-blown weather market. Prices started the PM session on the plus side with beans, corn, and meal printing new contract highs. Argentina's financial and grain markets are closed today but farmers are keeping their beans off the market anyways, which is price supportive. Talk of lower grains in SA and in the Black Sea is support. Some crop watchers are lowering their estimates of both Brazilian and Argentine crops. USDA already lowered estimates for Ukrainian corn and exports. OUTSIDE MARKETS Supportive as new money seems to have arrived in Ags as the bull markets con...
What You Need to Know Today: USDA reports are delayed until Tuesday due to the federal holiday on Monday. Over the weekend, President Trump announced a ceasefire between Russia and Ukraine. Russia warmly welcomed and confirmed this ceasefire by conducting more strikes against Ukraine. Specific...
On Saturday, 10 October, at a campaign rally in Clarksville, Tennessee, President Trump said that the U.S. and Mexico would come to terms on a new trade deal, and he said Canada does not need to be part of the deal. Trump called the coming agreement with Mexico “great” but gave no d...
Key Takeaways: The United States has steadily lost global wheat export market share since the 1970s, falling from the world's leading exporter to a projected fifth place in 2026/27. The rapid expansion of Black Sea wheat exports, driven by improved productivity and export infrastructure, has r...
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.