World Perspectives
soy-oilseeds

Russia Threatens Vegetable Oil

Oil palms require fertilizer every three months to maintain productivity but Russia’s war in Ukraine has threatened world supplies and driven up prices. This is particularly hurting Indonesia, the world’s largest supplier of palm oil. The imposition of export restrictions by Jakarta drove down the price of palm fruit at the same time fertilizer fell into short supply, driving up the price by 72 percent.  The palm plantation area and production output in Malaysia has generally been flatter than in Indonesia, where area has been expanding and output growing even faster due to the increased use of fertilizer. Fertilizer use in Indonesia grew by 18 percent over the past decade but was flat in Malaysia. As a result, Malaysia ha...

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feed-grains soy-oilseeds wheat

Does Bias in CONAB’s Forecasts Imply Even Bigger Crops?

CONAB recently released its first forecasts for the 2025/26 corn, soybean, and wheat crops (among others) and pegged production for the first two at massive levels. The soybean crop was forecast at a record 177.6 MMT, up sharply from the prior year and easily the largest on record due to expand...

feed-grains soy-oilseeds wheat

Market Commentary: Trump Tweet Can’t Sustain Soyoil Rally; Corn Firms on Yield Concerns

President Trump’s tweet about possibly restricting used cooking oil imports from China and more yield concerns for Midwest corn crops created mixed trade at the CBOT Wednesday. Soyoil, corn, and soymeal all pushed higher in a combination of technical and fundamentally-driven trade with co...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.1675/bushel, up $0.0375 from yesterday's close.  Dec 25 Wheat closed at $4.9875/bushel, down $0.015 from yesterday's close.  Nov 25 Soybeans closed at $10.065/bushel, up $0 from yesterday's close.  Dec 25 Soymeal closed at $275.9/short ton, up $1.6 from y...

feed-grains soy-oilseeds wheat

Does Bias in CONAB’s Forecasts Imply Even Bigger Crops?

CONAB recently released its first forecasts for the 2025/26 corn, soybean, and wheat crops (among others) and pegged production for the first two at massive levels. The soybean crop was forecast at a record 177.6 MMT, up sharply from the prior year and easily the largest on record due to expand...

feed-grains soy-oilseeds wheat

Market Commentary: Trump Tweet Can’t Sustain Soyoil Rally; Corn Firms on Yield Concerns

President Trump’s tweet about possibly restricting used cooking oil imports from China and more yield concerns for Midwest corn crops created mixed trade at the CBOT Wednesday. Soyoil, corn, and soymeal all pushed higher in a combination of technical and fundamentally-driven trade with co...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.1675/bushel, up $0.0375 from yesterday's close.  Dec 25 Wheat closed at $4.9875/bushel, down $0.015 from yesterday's close.  Nov 25 Soybeans closed at $10.065/bushel, up $0 from yesterday's close.  Dec 25 Soymeal closed at $275.9/short ton, up $1.6 from y...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grains Market: 6–10 October 2025 The Russian grains market showed mixed dynamics. While bearish sentiment persisted in the Asian regions and the Volga Valley, prices in European Russia stabilized and even recovered for staple grains. The sharp downward trend observed in September...

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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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