What is established enough to model
- Conflict affecting oil and shipping—including risk around the Strait of Hormuz—is a live price-and-logistics channel, not a metaphor.
- Wheat can grow under appropriate conditions in parts of the DR, but there is no commercially meaningful wheat industry. USDA forecasts 0 domestic production and 800,000 MT of wheat imports in MY 2026/27, against 650,000 MT of consumption.
- Soybeans were commercially cultivated in the 1970s around Guayubín and Montecristi. They are effectively absent from the modern supply chain. In 2024 the country imported 602,713 MT of soybean meal (~US$263 million), about 99% from the United States, mainly for poultry and swine feed.
- Headline CPI was 5.13% year-over-year in September 2026. The risk to model is category-level price stress, not national calorie collapse.