Mexico Wheat Class Allocation

Data: gold/mexico_wheat_class_allocation.parquet, predictions/wheat_import_demand_pace.parquet, gold/inelastic_demand.parquet

USA wheat class share of exports to Mexico by crop-year quarter.
Model: log-ratio regression vs May avg MWE-KE & KE-ZW spreads (Dec/Z contract).
Blue cells = model predictions.

Allocation Logic — SRW Q1 CY2026 Example

How 347,479 MT of SRW inelastic demand to Mexico is computed for Jul-Sep 2026.