Export demand for U.S. soybeans has begun to lighten as Brazilian shipments get underway, and USDA reported a sale of 120,000 MT of HRW to Egypt under the daily reporting requirements. General Comments Reports from Brazil regarding the truckers' strike and road blockages are mixed with some roads still blocked and others opening up. Several Brazilian states have received authority to levy large fines on those still obstructing roads. Part of the problem in dealing with the blockages is that many have been ad hoc actions by small groups not necessarily sanctioned by a union, making any negotiation effort more difficult. In any case, the situation is improving, and it is expected that soybean deliveries to processors and ports as well as fu...
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.
What You Need to Know Today: The Federal Reserve held interest rates steady at 3.75 to 4.0 percent Wednesday, with two officials dissenting in favor of a 25-basis-point increase. The Fed upgraded its assessment of economic growth from "solid" to "strong" but adopted a more patient approa...
Key Takeaways: Expected growth in U.S. soybean crushing capacity and output, driven by biofuel demand, will increase domestic soymeal supplies, with production growth significantly outpacing demand. WPI forecasts soymeal production increasing from 65.8 million short tons in 2026/27 to 70.5 mil...
Russian Grain Markets: 19–23 October 2026 The Russian grain market continued its recovery during the week, although prices remained volatile across regions. Wheat was notably bullish, while feed barley and corn were slower to appreciate, primarily because of weaker export demand amid logi...