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feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Wheat Brazil Last week Brazil became the first country to authorize the use of wheat flour made with genetically modified (GM) wheat (specifically, the HB4 variety at issue between Brazil and Argentina). The authorization is only for flour and does not include the commercialization and/or imports of GM wheat grain. The decision was made by a technical agency claiming its safety for consumption but does not consider the market or consumer behavior.  The main concern along the wheat value chain is consumers’ reactions. Is the Brazilian population ready to eat bread produced with GM wheat/flour? Will it affect demand for products (bread, biscuits, pasta, etc.) that Brazil exports? Nobody knows, but Brazilian millers don’t w...

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feed-grains soy-oilseeds wheat

Market Commentary: Wheat Extends Weather Rally; Corn, Soybeans Steady While Eyeing Weather

Wheat remains the star of the ag commodity space this week with the rally continuing on challenging weather prospects for the U.S. HRW region, Europe, and the Black Sea. Until a few weeks ago, there were few doubts about the 2024 crop being able to supply the expected demand, but now reduced yi...

feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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