WHEAT Lack of rains and soil moisture is still complicating wheat planting and the expected record crop may not happen. The Buenos Aires Grain exchange reduced their estimations from 6.8 to 6.5 Mha in the last month and the Rosario Grain Exchange from 7 to 6.6 Mha. The nucleus area will end with 8 percent year on year reduction. There are still more than 1 Mha to be planted and some areas are not yet suitable to for planting (mainly west of Buenos Aires and La Pampa). Crop condition is 60 percent fair and 18 percent poor. Almost 60 percent of the crop has poor moisture conditions although a little bit better than a week ago thanks to some small and insufficient rains (5-10 mm in some areas). Some weeks ago, we predicted old c...
What You Need to Know Today: Crude oil prices extended their rally today, supported by several developments, including escalating Houthi attacks on Saudi Arabian oil infrastructure and growing concerns about supply disruptions. The Trump administration is reportedly preparing to remove 50 perc...
Key Takeaways: The agricultural trade surplus has become a sizable deficit: the balance swung from a $40.1 billion surplus in 2011 to a $40.7 billion deficit in 2025. Imports kept growing while exports lost momentum: between 2020 and 2025, agricultural imports increased 45 percent, compa...
USDA released its October Cattle on Feed report Friday, showing 11.4 million cattle in feedlots with capacity for 1,000 head or more, slightly below last year. September placements were the lowest for the month since records began in 1996, marking the third consecutive month of placements sett...
Regional News Dry weather across the UK and Europe is becoming increasingly concerning for the 2027 crops as planting intentions are lowered amid dry soil conditions. Delayed sowing or establishment under adverse conditions could leave crops more vulnerable to frost/freeze events and dise...
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.