World Perspectives

Recent Black Sea Analysis

FOB Prices and Freight Rates App (Updated 15 May)

WPI Grain Prices and Freight Rate App   Note: you can also visit the app directly by clicking here.   Supplemental Information The section below offers a concise view of the options available in the current version of the WPI FOB Price and Freight Rate app, along with a short “...

Transportation Perspectives - May 14

WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe online after this date to...

wheat

WASDE Corn - May 2026

USDA’s initial outlook for 2026/27 corn is that the U.S. remains the largest global exporter. The season-average farm price is projected to increase to $4.40 per bushel, up 25 cents. World corn imports are forecast to rise 1 percent...

wheat

WASDE Wheat - May 2026

USDA’s initial outlook for 2026/27 U.S. wheat is for a significant reduction in Hard Red Winter wheat: The expectation is for an 18 percent decline in ending stocks and a $1.50-bushel increase in the seasonal average farm price to $6.50 per bushel.  Total global wheat production is e...

Policy Roundup

A federal appeals court paused a USITC ruling against President Trump’s use of Section 122 to impose 10-percent global tariffs.  A bipartisan group of 80 House members asked USTR to investigate specialty crop imports from Mexico for unfair trade practices.  India notified the WT...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 4 - 8 May 2026 During the week under review, the Russian grain market began showing more bullish sentiment despite the traditionally slow pace of business during the May holiday period. Russia celebrates several holidays during early May, with Victory Day on 9 May being t...

feed-grains soy-oilseeds wheat

Market Commentary: USDA Slashes Wheat Outlook, Soy Balance Sheet Heavily Yield-Dependent

What You Need to Know Today: Iran says its definition of the Strait of Hormuz is now a “vast operation area” that stretches from Jask to Siri Island.  The White House said President Trump did not sign a suspension of the TRQs on beef imports but is “finalizing potential...

wheat

AP Quant: WASDE Wheat

WPI offers the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which we feel are of top priority. WPI will seek to expand the offerings in this report and w...

soy-oilseeds

AP Quant: WASDE Soybeans

WPI offers the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which we feel are of top priority. WPI will seek to expand the offerings in this report and w...

Policy Potpourri

Tax Policy Teed Up The debate over taxes on billionaires is heating up a larger fight over tax policy for the next U.S. Congress. This is good news because a fight solely over whether the wealthy are evil overlooks many larger issues plaguing the system. The journalist Josh Barro says that ever...

feed-grains soy-oilseeds wheat

Market Commentary: Equities Easily Outperform Ags

What You Need to Know Today Ag markets have placed bets on new soybean demand from China after next week’s Xi-Trump meeting. While the media predicts no major deals or agreements, Beijing sees Trump as transactional so it will “buy” some stability, and soybeans are relatively...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 27 April - 1 May 2026 The Russian grains market remained volatile but predominantly bullish during the week in review. However, ruble (RUB) movements continue to distort domestic price signals. With export duties at zero for three consecutive weeks and export prices relat...

FOB Prices and Freight Rates App (Updated 15 May)

WPI Grain Prices and Freight Rate App   Note: you can also visit the app directly by clicking here.   Supplemental Information The section below offers a concise view of the options available in the current version of the WPI FOB Price and Freight Rate app, along with a short “...

Transportation Perspectives - May 14

WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe online after this date to...

wheat

WASDE Corn - May 2026

USDA’s initial outlook for 2026/27 corn is that the U.S. remains the largest global exporter. The season-average farm price is projected to increase to $4.40 per bushel, up 25 cents. World corn imports are forecast to rise 1 percent...

wheat

WASDE Wheat - May 2026

USDA’s initial outlook for 2026/27 U.S. wheat is for a significant reduction in Hard Red Winter wheat: The expectation is for an 18 percent decline in ending stocks and a $1.50-bushel increase in the seasonal average farm price to $6.50 per bushel.  Total global wheat production is e...

Policy Roundup

A federal appeals court paused a USITC ruling against President Trump’s use of Section 122 to impose 10-percent global tariffs.  A bipartisan group of 80 House members asked USTR to investigate specialty crop imports from Mexico for unfair trade practices.  India notified the WT...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 4 - 8 May 2026 During the week under review, the Russian grain market began showing more bullish sentiment despite the traditionally slow pace of business during the May holiday period. Russia celebrates several holidays during early May, with Victory Day on 9 May being t...

feed-grains soy-oilseeds wheat

Market Commentary: USDA Slashes Wheat Outlook, Soy Balance Sheet Heavily Yield-Dependent

What You Need to Know Today: Iran says its definition of the Strait of Hormuz is now a “vast operation area” that stretches from Jask to Siri Island.  The White House said President Trump did not sign a suspension of the TRQs on beef imports but is “finalizing potential...

wheat

AP Quant: WASDE Wheat

WPI offers the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which we feel are of top priority. WPI will seek to expand the offerings in this report and w...

soy-oilseeds

AP Quant: WASDE Soybeans

WPI offers the following PDF of key supply and demand tables and charts relating to the USDA’s latest WASDE report. This is not an all-inclusive compilation of relevant market factors, only those which we feel are of top priority. WPI will seek to expand the offerings in this report and w...

Policy Potpourri

Tax Policy Teed Up The debate over taxes on billionaires is heating up a larger fight over tax policy for the next U.S. Congress. This is good news because a fight solely over whether the wealthy are evil overlooks many larger issues plaguing the system. The journalist Josh Barro says that ever...

feed-grains soy-oilseeds wheat

Market Commentary: Equities Easily Outperform Ags

What You Need to Know Today Ag markets have placed bets on new soybean demand from China after next week’s Xi-Trump meeting. While the media predicts no major deals or agreements, Beijing sees Trump as transactional so it will “buy” some stability, and soybeans are relatively...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 27 April - 1 May 2026 The Russian grains market remained volatile but predominantly bullish during the week in review. However, ruble (RUB) movements continue to distort domestic price signals. With export duties at zero for three consecutive weeks and export prices relat...

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