Regional News Grain markets in Europe and the Black Sea remain dominated by one factor: the looming possibility that Russia will invade Ukraine. Diplomatic discussions have, so far, failed to prompt Russia to standdown its posture and further escalation of tensions is likely. Freight rates and insurance policies for shipments from the Black Sea are reportedly carrying large “war risk” premiums, but WPI has, so far, been unable to pin down exactly how much premium these markets are commanding. The other large global trend affecting ag markets is the threat of global inflation and food (in)security for middle-income and developing nations. Food insecurity or unavailability, especially for staple crops/foods, has the...
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...
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...
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.