Soybeans Brazil Brazil’s soybean market was quiet last week compared with after the U.S.-China trade war announcement when buyers became nervous and bought several vessels. Chinese crush margins were very good, so buyers were able to hedge their purchases. Basis dropped gradually but non-stop some week later, leaving it even weaker than before the trade dispute began. Two weeks ago, there was an escalation with Trump’s announcement of import taxes on a long list of Chinese products. China responded by announcing immediate retaliations and confirming the 25 percent tariff on U.S. soybeans. Both measures will begin on 6 July. However, this latest event did not bring any movement with just a few cargoes traded from Brazil for Oc...
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: Brazilian President Luiz Inácio Lula da Silva secured reelection on Sunday, defeating right-wing Senator Flávio Bolsonaro despite trailing in the first round of voting. The surprise victory triggered a sharp selloff in Brazilian financial market...
The 2026 midterm elections are a week from tomorrow, but early voting has been taking place for weeks. At stake is control of Congress, including the House of Representatives, where all 435 seats are contested, and the Senate, where approximately one-third of the seats are up for election. Farm...
Key Takeaways: Total U.S. crop acres (excluding hay) are forecast to expand fractionally this year due to greater oilseed crop and winter wheat plantings. One of the key drivers of this year’s crop outlook is input costs, and crops with a lower cost profile have an advantage in producers...