WPI Agribusiness Subsector Outlook A brief review of WPI’s past Bull/Bear calls and industry stock price performance. WPI Bull/Bear Leanings for Agribusiness in 2017 A summary and graphical depictions of WPI’s expectations for future agribusiness performance. The U.S. Grain Industry Low volatility is reducing trading and merchandising profits, while growing on-farm storage is forcing grain buyers to offer better basis levels. The Chinese Oilseed Processing Industry Two factors are working against Chinese soybean crushers: consumer’s anti-GMO sentiments and low crushing margins. Neither will be easy to change. The U.S. Biofuels Industry Both biodiesel and ethanol had record years in 2016, but their outl...
What You Need to Know Today: The U.S. and Iran exchanged strikes, with the U.S. hitting Iranian bridges, energy sites, and military infrastructure. Iran launched a missile into Kuwait that damaged a desalination plant. Crude oil futures surged on heightened Middle East tensions, providing supp...
Key Takeaways: The EU heatwaves have coincided with key maize crop reproductive timing and featured high nighttime temperatures, a cruel two-sided blow to maize yields. France, much of western Europe, and Hungary have suffered the worst of the heat, with yield potential collapsing. WPI&r...
Congress returned this week from its Fourth of July recess, with another break scheduled for the month of August, to face a busy agenda before adjourning for the August recess. Congress has several priorities, including the National Defense Authorization Act, a potential third reconciliation pa...
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.