Weather There was some rainfall during the past few days. Unfortunately, it was below what farmers were expecting and what was really needed. However, the rains did bring some ease for the areas west of Buenos Aires and east of La Pampa that were starting to suffer. South of Buenos Aires Province, where 50 percent of the wheat crop is planted, received good rains (40 mm average) and the crops are 100 percent in good condition. However, Cordoba, La Pampa, Entre Rios and north of Buenos Aires did not receive any precipitation and most of the wheat crop is in regular-to-bad condition. Almost 25 percent of the wheat comes from these areas.The maps below show the precipitation that fell 28-30 September:This issue continues to also affect th...
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.
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...
Markets are getting into the Halloween spirit, handing out more tricks than treats. There has been some encouraging news, but it hasn’t been enough to slow the broader slide. Now buyers need to show up with something other than another “Charlie Brown” rock for the bag. Somethi...