World Perspectives
feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Wheat  The Rosario Grain Exchange reports that wheat fields in the central, northern, and western parts of the planted area are suffering from a lack of water, raising doubts about its current production estimate of 20.5 MMT- a figure considered high by many in the market. In September, these regions received no rainfall, and plant moisture demand is increasing. This is troubling news for the milling industry in the center and north of the country, which is already struggling to purchase wheat and is anxiously awaiting the new harvest. Currently, soil moisture in these regions is worse than it was in 2022 and 2023. The market is now discussing a wheat production forecast of 18-19 MMT, with an exportable surplus of approximately 12 M...

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feed-grains soy-oilseeds wheat

Summary of Futures

Jul 25 Corn closed at $4.48/bushel, down $0.0175 from yesterday's close.  Jul 25 Wheat closed at $5.1525/bushel, down $0.065 from yesterday's close.  Jul 25 Soybeans closed at $10.7125/bushel, up $0.195 from yesterday's close.  Jul 25 Soymeal closed at $298.1/short ton, up $4 fro...

feed-grains soy-oilseeds wheat

Market Commentary: Market Movers Galore Move Markets

A tariff truce, export inspections, WASDE and crop progress. Monday was action packed and the much-anticipated USDA May WASDE report did not disappoint. In general, it was mixed for corn, bullish for soybeans, and bearish for wheat. In fact, all three major wheat contracts registered new contra...

feed-grains soy-oilseeds

Mercosur Regional Analysis

Corn   Argentina’s corn harvest continues to progress slowly, not only because the focus remains on soybeans — with more than 21 percent harvested in just one week — but also due to rains recorded in several areas. To date, 34 percent of the estimated corn area has b...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 25 Corn closed at $4.48/bushel, down $0.0175 from yesterday's close.  Jul 25 Wheat closed at $5.1525/bushel, down $0.065 from yesterday's close.  Jul 25 Soybeans closed at $10.7125/bushel, up $0.195 from yesterday's close.  Jul 25 Soymeal closed at $298.1/short ton, up $4 fro...

feed-grains soy-oilseeds wheat

Market Commentary: Market Movers Galore Move Markets

A tariff truce, export inspections, WASDE and crop progress. Monday was action packed and the much-anticipated USDA May WASDE report did not disappoint. In general, it was mixed for corn, bullish for soybeans, and bearish for wheat. In fact, all three major wheat contracts registered new contra...

feed-grains soy-oilseeds

Mercosur Regional Analysis

Corn   Argentina’s corn harvest continues to progress slowly, not only because the focus remains on soybeans — with more than 21 percent harvested in just one week — but also due to rains recorded in several areas. To date, 34 percent of the estimated corn area has b...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  France and Romania are lobbying for stricter alignment of Ukrainian grain terms with EU standards. The move comes as concerns about logistical bottlenecks, customs issues, and environmental regulations mount. The EU-Ukraine trade corridor continues to evolve and there is gro...

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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.

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