30,000 Feet EU Council President Charles Michel told the Atlantic Council this week that if Europe and the U.S. do not solve the bilateral fight over aircraft subsidies that China will come in and dominate the market. This could be true either way. China has been backward engineering everything it buys from the west. Europe no doubt needs a solution since Airbus sold more than double the airplanes in global commerce as Boeing in 2019. But airplanes are just one product under threat from the central planning of Beijing. President Biden warned more broadly that without action, China is “going to eat our lunch.” It isn’t just aircraft but lunch itself, the agrifood industry that needs more collaboration and less beggar thy n...
What You Need to Know Today: Markets got a surprise with a corn yield of 181.2 bushels/acre in the October WASDE, above the average estimate of 177.6 bushels/acre and up from USDA’s September estimate of 178.5 bushels/acre. Although stronger demand is expected to absorb some of the addit...
Key Takeaways: On Friday afternoon, President Trump announced that Russia will “immediately supply over 300,000 Tons of Diesel Fuel” to the United States. The deal, typical of this administration, is light on details but promises an additional 500,000 tons in November and 1 m...
The USDA has lowered its 2026 red meat production forecasts slightly while forecasting a slight increase in broiler production. Beef is now projected at 24.802 billion pounds, 75 million pounds less than in September. Cow slaughter is expected to be up; however, this will be offset by lower ste...
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.