Drought Impact on Ethanol December corn continued its daily leap, heading ever closer to $8.00/bushel. Muktadir Rahman of Capital Economics says that if the weather continues to rival the drought of 1988, corn could reach $9.30 per bushel. Those are heights that definitely would choke off the ethanol appetite. Meanwhile, RBOB gasoline has slowed its descent and stabilized for the moment at $2.75/gallon. Ethanol's current $0.25/gallon discount likely begins to fade as corn rises above $8. Assuming soybeans are hurt less this growing season than corn, soybean meal could pressure DDG prices lower. HFCS Resilience Meanwhile, all the character attacks on HFCS may be having little impact on demand. Food Processing magazine says that "No HFC...
Key Takeaways: President Trump announced $8 billion in additional agricultural assistance through the Harvest Fuel Relief Program, as USDA projects farm fuel and oil expenses will increase 28.8 percent in 2026. The package follows $12 billion in earlier relief, while government farm payments w...
Russian Grain Markets: 12–16 October 2026 During the week in review, the Russian grain market began recovering after an extended decline driven largely by Black Sea logistics bottlenecks, a good crop and weaker global demand in traditional Russian markets. Russia is beginning to harvest c...
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.