EU leaders are accusing Moscow of deliberately destroying Ukraine’s food production and infrastructure. They charge that Russia has a long history of using food as a weapon, including against Ukraine in the Early 1930’s. The question is how long will it take to rebuild once the war is over? Ukrainian wheat production has not changed that much since its independence from the Soviet Union in 1991. The real expansion is capacity has been in corn (CAGR 7.29 percent), and secondarily in sunflowerseed (CAGR 6.38 percent). Wheat is easier to produce and is likely to snap back the quickest. The most valuable asset in any venture including agricultural production is the human skillset. The West can provide inputs but the unknown is how...
What You Need to Know Today: U.S. launches naval escort operations in the Strait of Hormuz as Iran attacks UAE oil infrastructure, escalating geopolitical risk and supporting energy and broader commodity markets Biofuel demand entering uncharted territory, with soyoil valuation increasingly di...
CORN Argentina In Argentina, after several weeks of intense and frequent rainfall, weather conditions have improved, with clear days, dry cold, and wind supporting both soil and grain drying. Harvest activity has resumed; however, producers continue to prioritize soybeans, limiting progress in...
Update for 6 April 2025: Last year, users pointed out differences between the 5-year averages reported in this app and what USDA estimates in its weekly report. The difference exists because WPI calculates average based on the last 5 years of observations for the current week. In cases where ob...
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.