WPI's monthly publication features a review of the past month's market and policy analysis articles. This month we examine the impacts of climate change, competition in the oilseeds market, the outlook of the meat industry, policies surrounding the Renewable Fuel Standards under the Biden Administration, as well as China and Mercosur regional analysis and much more. ...
Key Market Insights Today was another reminder that this market is trading headlines first, facts second. Early optimism surrounding reports of a possible U.S.-Iran memorandum of understanding helped pressure energy risk premium and kept the broader commodity space defensive. An hour later, how...
Key Takeaways: Cattle producers are currently capturing a greater proportion of total retail beef values amid tight cattle supplies. Packers are forced to make higher bids on cattle to keep operations running when supplies are tight, hurting packer margins. Sustained poor packer margins...
Dangerously Clueless Lazy analysts and food system critics have shifted attention temporarily from how bad our food is (UPFs,) to why it is expensive. Bloomberg correctly sites higher labor costs, tariffs, weather (El Niño), fertilizer prices, higher energy and transportation costs, the...
From WPI Consulting
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.