Immodest Measurements The China-U.S. truce and concentrated effort at achieving a trade agreement has brought optimism, but it should be a limited amount. President Trump announced that China has agreed to buy “massive” amounts of additional agricultural products from the U.S. As a marketer, he is a GREAT user of exaggerated adjectives. The joint statement by the two governments says more modestly that there will be “meaningful” increases in U.S. agriculture exports. USDA Under Secretary for International Trade Ted McKinney said that he is “very cautiously optimistic;” he did not say that he is cautiously very optimistic. Debtor Impacts The rising value of the U.S. dollar is impacting USD-denom...
What You Need to Know Today: USDA reports are delayed until Tuesday due to the federal holiday on Monday. Over the weekend, President Trump announced a ceasefire between Russia and Ukraine. Russia warmly welcomed and confirmed this ceasefire by conducting more strikes against Ukraine. Specific...
On Saturday, 10 October, at a campaign rally in Clarksville, Tennessee, President Trump said that the U.S. and Mexico would come to terms on a new trade deal, and he said Canada does not need to be part of the deal. Trump called the coming agreement with Mexico “great” but gave no d...
Key Takeaways: The United States has steadily lost global wheat export market share since the 1970s, falling from the world's leading exporter to a projected fifth place in 2026/27. The rapid expansion of Black Sea wheat exports, driven by improved productivity and export infrastructure, has r...
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.