High input costs this season are causing Argentine farmers to suffer from smaller margins. The depressed ARS peso and logistical espenses are also having a negative impact. Argentine Farming Situation The good amount of rain that fell over the agricultural area during the past few weeks helped to recover soil moisture. That is enabling farmers to more rapidly plant their summer crops of corn and soybeans.The soybean planting is currently almost 40 percent complete of the expected area (20.2 million hectares) with much progress in the nucleus area (northwest of Buenos Aires, south of Santa Fe and Cordoba). This is very important as that region provides more than half of the total production. Below is a map detailing the planting progress.S...
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...
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.