On 31 May, one day prior to implementation of the U.S. tariffs on steel and aluminum, the Economy Secretariat of Mexico announced that until those are rescinded, Mexico would respond with an equivalent amount of tariffs on U.S. pork legs and shoulders as well as sausage, cheese, apples, food preparations, and various manufactured goods. Yesterday Mexico did just that, imposing a 10 percent tariff on pork that will increase to 20 percent in 30 days (on 5 July). No country has ever shipped more pork to another country than the U.S. did to Mexico last year at more than 800,000 MT worth $1.51 billion. About two-thirds of that value applied to hams, which would now fall under the new tariff. U.S. pork is gaining market share globally. Although...
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.
What You Need to Know Today: The corn and soybean markets closed slightly higher in low-volume trade. The wheat market was mixed, with HRW continuing its downward trek on improved moisture. As expected, the bearish cattle on feed report drove down cattle prices and pulled hogs down with it. Mi...
Monday, 25 May is a U.S. holiday, and both the markets and our office will be closed. Please note that the next issue of Ag Perspectives will be published on Tuesday, 26 May. The WPI staff wishes everyone a safe and enjoyable holiday weekend...
USDA’s monthly cattle on feed report was released today. The total number of cattle on feed in feedlots with 1,000 head or more capacity amounted to 11.6 million head, 102 percent of last year. Source: USDA, WPI Placements were up, but part of that is attributable to persistent drought c...