Wheat Lack of rain and low soil moisture are still issues for Argentine farmers as they approach the wheat planting window. A few days ago, small areas received scattered showers and those farmers took the opportunity to plant wheat. But planting activities are still delayed for many farmers in the center/north and north as they are not able to plant due to drought and dry soils. Overall, planting has progressed faster than expected, mainly because the planting window is starting in the center and center/south where soil moisture was better. The Buenos Aires Grain Exchange reduced the planted area estimate by 100,000 ha, down to 6.5 Mha (versus 6.7 Mha last year). The FAS market saw origination of about 250 KMT per week during the past tw...
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.