Commodities and Elections Financial and commodity indicators correlate with elections, but there is a more important conclusion. Soy Prices Fail to Ration Demand Soybean production declined in the U.S., Argentina, Brazil and Paraguay in 2012 because of drought, and as a result U.S. soybean and soymeal prices have reached record levels this year. However, USDA is forecasting global soybean consumption will rise in 2012/13. The Farm Bill and the Election Will the farm bill -- or lack thereof -- be a factor in the 2012 election? Don’t bet on it. The U.S. Ethanol Market’s Unstable Future The Renewable Fuel Standard was the U.S. government’s attempt to influence the free market. By building a faulty business structure,...
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.
What You Need to Know Today: Wheat futures pulled back sharply after Russian President Putin said there was a “chance” for peace and an agreement to end the war in Ukraine. There is plenty of skepticism about the opportunity for peace in Ukraine, but that didn’t stop wheat fr...
President Trump has opened the door to 100,000 MT of beef lean trimmings (limited to HTS codes 0201.30.5091, 0201.30.5097, 0202.30.5091, and 0202.30.5097) from countries listed under the “Other Countries” TRQ effective 1 September. These imports would not be subject to the over-quot...
Key Takeaways: CHS and OCP plan to invest up to $450 million in a Louisiana phosphate fertilizer facility capable of producing more than 1 MMT annually, marking the first new U.S. plant of its kind in more than 40 years. The facility could reduce U.S. dependence on imported finished phosphate...