Regional News Russia’s possible invasion of Ukraine remains a huge focus for the markets, though political tensions thawed last week and markets pulled back slightly. The fact President Putin will reportedly attend the opening ceremonies for the Winter Olympics in China suggests invasion is not imminent. Still, the situation is far from “solved” and markets retain a “war risk” premium. The Lunar New Year celebrations are ongoing this week in China and across Asia, which is slowing commodity trade, especially for oilseeds. France’s winter crops are developing in “satisfactory” shape for now and trendline yields are generally expected. Sources note, however, that the insecti...
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.