Russian Grain Markets: 26 – 30 May 2025 The grain market was more similar to an end of June market rather than end of May. A new season seems to have started a month earlier. Wheat and barley prices in the south near the ports plummeted to new level. Usually transition from old crop to new crop trading and bearish sentiments take place during late June and early July depending on the year, harvesting campaign progress, and availability of the new crop on the market. We are about three weeks away from the start of the new crop harvest in the south but exporters are bidding as low as $230/MT FOB leaving no spread between the old crop and the new crop which means they will not return to previous price levels and we can call the previous...
Key Market Insights Geopolitical Limbo: Geopolitical risk remained a key driver across global commodity markets today. President Trump stated that the Iran memorandum of understanding is not yet final and warned that military action could resume if negotiations fail. Both sides continue w...
Key Takeaways: Drought remains a major threat to global agricultural production, particularly in regions with limited rainfall and growing water scarcity. Commercially available drought-tolerant traits in corn, soybeans, and wheat have generally delivered modest yield improvements, limiting th...
Russian Grain Markets: 8-12 June 2026 The Russian grain market was highly volatile during the week. The export market, the primary driver of domestic prices, remained stagnant, and bearish sentiment persisted. Weaker demand and expectations for a strong upcoming harvest encouraged exporters to...
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.