As the new month begins, there are a number of concerns and issues related to agricultural production and/or trade.We begin the Merry Month of May, as the song from Lerner and Loewe’s musical “Camelot” called it, with some random and mostly unconnected thoughts for whatever they may be worth.- As a counter to agricultural concerns about the impact of the Trump administration’s trade policies, we note that Commerce Secretary Wilbur Ross is advising U.S. farmers to plant as much as they can “because the rest of the world is incapable of feeding itself.” Someone should send Secretary Ross a copy of USDA’s April WASDE, which clearly shows the results of four years of very big U.S. and world crops. Instead of the world being unable to feed itsel...
What You Need to Know Today: There has already been a strong run of flash soybean sales announcements in recent weeks, but more than 1.4 MMT reported this morning is an exceptionally large single-day total with major implications for the market. If the sales to China and unknown destinations w...
On Friday, at 6:57 AM, President Donald Trump announced, via a social media post, a 90-day window during which up to 300,000 metric tons of product for ground beef could be imported outside of tariff-rate quotas—a move aimed at bringing down costs for American consumers. This is the secon...
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.