The biggest factors in Argentina’s grain markets have been holiday-shortened trading weeks, which have kept things quiet. The port strike is in its 19th day, bringing export logistics to a complete halt. Wheat The wheat harvest is moving quickly, advancing 12.8 percent last week and now covering 80 percent of the planted area. Nearly half the crop is still held by farmers, which is creating serious logistics problems. Silo bags are a great solution, but the cost (roughly $6/MT) is high enough to prohibit some from using them. Currently, there are 43 vessels waiting to load 1.27 MMT of wheat and the recent arrival of trucks to ports has been near zero. Only 450,000 MT of wheat was loaded during December compared to 2.5-3.0 MMT...
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.