Wheat exports from Germany, Poland and the Baltic states are higher than a year ago. However, they are significantly slower from France (the biggest EU producer and exporter). Strategie Grains is projecting the 2014/15 EU ending stocks at 21.2 MMT versus 10.6 MMT last year. Milling Wheat The Black Sea market is about unchanged. Russia has exported approximately 10.5 MMT of wheat since the start of the campaign, which is about half the projected exportable surplus. Farmers in Ukraine and southern Russia have planted about 80 percent of the winter wheat. A front of freezing temperatures and heavy precipitation is expected to cross the region in the coming days. If the bad weather persists for an extended period of time, the planting of the...
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
Forecasting developments in production agriculture
On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.