Milling Wheat The Black Sea market remained about unchanged last week. The holiday period in Russia and Ukraine will continue until the end of this week. Russia’s export pace is expected to decrease significantly in January versus December. The market is still calm as buyers/consumers anticipated the long holiday period there and will resume their purchasing when the liquidity returns next week. The EU has exported 8.4 MMT of wheat so far versus 11.3 MMT a year ago. If the current pace remains unchanged during the second half of the campaign, the export total will not exceed 17 MMT compared with 20.5 MMT last year. Ethiopia is in the market for 400 KMT of optional origin wheat, and Romanian/Bulgarian origins are competitively price...
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.