2025 Outlook Last year was extremely challenging for Argentine agriculture, with sharp declines in commodity prices exacerbating the situation in recent months. The exchange rate has shifted from approximately 800 ARS/USD to 1,030 ARS/USD, while high dollar inflation has significantly increased dollar-denominated costs. As a result, farmers, input suppliers, and others dealing in dollarized products have faced sharp reductions in margins. Farmers, in particular, are grappling with a static exchange rate, falling grain prices, and rising costs - a combination that severely impacts production margins.A study by the Rosario Board of Trade shows that the purchasing power of soybeans and wheat is at its lowest since 2017, while corn has rea...
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.
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...