Black Sea Ruse Global grain markets are said to be spiking higher on the prospect of a Russian invasion of Ukraine. After all, these two countries supply a quarter of all globally traded wheat and almost a fifth of its corn. Yet none of the previous modern incidents of geopolitical upheaval have resulted in any disruption to the global grain trade. Moreover, the threat of U.S. and European sanctions are based on Moscow formally charging into Ukraine, whereas Kyiv says Russia is instead executing a hybrid war of disruption designed to skirt western criteria for action. Conquest via other means, Russia will gain control of Ukraine without President Biden firing a single sanction. Finally, only the U.S. and Europe will impose any penal...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.
What You Need to Know Today: Commodities were mostly lower across the board today after yesterday’s Federal Reserve meeting hinted at a potential interest rate hike later in 2026. The dollar index reached its highest level in over a year, and a strong dollar makes U.S. agricultural expor...
Tomorrow is the Juneteenth federal holiday, and the USDA, along with the rest of the federal government and the CME, will be closed, so the monthly Cattle on Feed report was released a day early. The total number of cattle on feed in feedlots with 1,000 head or more capacity on 1 June amounted...