World Perspectives

Transatlantic Jostling; USMCA Campaign; Rebalancing Global Contributions

Transatlantic Jostling The Trump administration’s move to tighten sanctions on Cuba concurrently is aimed at Europe. U.S. National Security Advisor John Bolton has proclaimed measures against a “Troika of Tyranny”- Cuba, Venezuela and Nicaragua. However, Cuba is a more certain target because of its perceived physical attacks on American diplomats. If, as expected, the Trump administration sanctions foreign companies doing business in Cuba that involves assets seized decades ago by the Castro regime, it will largely be hurting European entities. The move is analogous to the extraterritorial attacks on European businesses in Iran and gets added to the transatlantic tit-for-tat involving trade barriers, taxes on digital comp...

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Market Commentary: Calm for the Day but Geopolitics Hint at Looming Volatility

The CBOT was solidly in the red on Wednesday while cattle futures regained some of their former strength. Markets had to process multiple headlines at the national/international political level, which led to some mild risk-off trade. Mostly, however, for grains, the looming WASDE dominated the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.17/bushel, down $0.0275 from yesterday's close.  Dec 25 Wheat closed at $5.15/bushel, down $0.0525 from yesterday's close.  Nov 25 Soybeans closed at $10.2525/bushel, down $0.06 from yesterday's close.  Dec 25 Soymeal closed at $285.8/short ton, down $3.2...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grains Market: 1–5 September 2025 Bearish sentiments prevailed across both the European and Asian parts of Russia. The market is under pressure as stocks and yields are better than expected especially in Volga Valley and Black Soil region. Siberia and Urals harvesting campaign is...

feed-grains soy-oilseeds wheat

Market Commentary: Calm for the Day but Geopolitics Hint at Looming Volatility

The CBOT was solidly in the red on Wednesday while cattle futures regained some of their former strength. Markets had to process multiple headlines at the national/international political level, which led to some mild risk-off trade. Mostly, however, for grains, the looming WASDE dominated the...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.17/bushel, down $0.0275 from yesterday's close.  Dec 25 Wheat closed at $5.15/bushel, down $0.0525 from yesterday's close.  Nov 25 Soybeans closed at $10.2525/bushel, down $0.06 from yesterday's close.  Dec 25 Soymeal closed at $285.8/short ton, down $3.2...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grains Market: 1–5 September 2025 Bearish sentiments prevailed across both the European and Asian parts of Russia. The market is under pressure as stocks and yields are better than expected especially in Volga Valley and Black Soil region. Siberia and Urals harvesting campaign is...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  The U.S. is not the only country suffering from tight cattle supplies and rising beef values, as the EU is battling the same problem. Across the EU, there is a shortage of slaughter cattle that continues to intensify and drive prices higher. Germany is seeing slightly greate...

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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.

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