General Comments A sell-off in grain and soy markets after the recent big rally has been overdue, and a "Turnaround Tuesday" was the perfect opportunity for it. Grains were under selling pressure early and never traded as high as yesterday's closes. Soybeans opened a little higher and traded as much as 5 cents higher before the downward pressure from the grains took it into the red, where they stayed. Soymeal and oil also traded higher before heading south. Some traders were buying soyoil and selling meal to unwind spreads put on when strong soymeal demand supported crush margins.Although wheat, corn and the complex all finished with big losses, trading volume was actually rather light. Much of the selling came from non-commercials exiti...
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.
What You Need to Know Today: Declining crop conditions ratings and shaky results from the Pro Farmer crop tour sent grains sharply higher on Tuesday. The Pro Farmer tour in Ohio pegged the state yield at 180.18 BPA, about 5.5 BPA below the tour’s 2025 estimate. Similarly, the Pro Farmer...
Mediterranean/Middle East/North Africa/Africa – MEA Region Egypt is the largest importer of Brazilian maize in the first six months of 2026. Egypt imported about 28.4 percent of maize exports, or about 1.7 million MT. Iran was the third-largest importer at 14.5 percent, or 900,000 MT, fol...
Based on a Depression-era statute, President Trump imposed 50 percent tariffs on $20 billion of exports to the U.S., or about 5.2 percent of the $383 billion worth of goods the U.S. imported from Canada in 2025, according to U.S. Census Bureau data. Of that total, about $39.3 billion was agricu...