World Perspectives
feed-grains soy-oilseeds

Mercosur Regional Analysis

Wheat The wheat harvest in Argentina has ended with an estimated production of 11.5-12.5 MMT. This is no surprise to the market and compares with a 22 MMT crop from last season. The overall quality has been good, with high test weigh and gluten content, which is good news for local millers who will not have to pay extra to get higher quality wheat.  Wheat shortages and government interventions, however, have created major distortions in the market. Exporters have been net sellers of FAS wheat at prices of $340/MT. In addition, by not buying the reference price of wheat at the ports (published daily by the Rosario Board of Trade) prices fell to levels of $305/MT ($355/MT FOB equivalent). Exporters have purchased 5.5 MMT, of which some...

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WASDE Wheat - Jan 2026

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From WPI Consulting

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.

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