Corn Despite weaker premiums, the Argentine corn market was very quiet during the last week. On the selling side, premiums were downgraded 5-8 cents a bushel for all shipments. Sellers are offering +5 CN for July shipment. For deferred positions, traders are willing to sell in the low +50s CU for September shipment and +58 CZ for October. Demand currently is not reacting to these offers; corn premiums will need to be discounted at least 10 cents/bu if they are to catch demand.Since the Argentine farmers' strike ended one week ago, the delivery of goods to port elevators has been slowly recovering. Line-ups should start to have shorter wait times and return to normal in the coming days. As a result of the strike-induced delays, sellers ar...
What You Need to Know Today: Cattle futures extended their sharp selloff Friday as weakening cash cattle prices, deteriorating feedlot profitability, and reduced packer demand continued to weigh on the market. The inability of futures to sustain a rally following last week's bullish Cattle on...
Key Takeaways: WPI’s new EU rapeseed crushing margin models point to weaker processing returns over the next four months due to higher rapeseed procurement costs and weaker product values. Statistical forecasts call for German crushing margins to decline from €181/MT to €...
Key Takeaways: The tariff burden rose sharply in 2025 and 2026: the effective rate on imports in HTS Chapters 1–24 increased from 1.53 percent in 2024 to 6.11 percent in 2025, before averaging 5.68 percent in January–August 2026. Headline rates tell only part of the story: exemptio...
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.