World Perspectives
feed-grains

Australian Barley Rebound

Australia announced that an agreement had been reached with China that will end the latter’s punitive tariffs on barley from Down Under. For its part, China said it is willing to work with Australia to normalize relations. In May 2020, China imposed tariffs of 80.5 percent on Australian barley, claiming Australian subsidies distorted the market. It was in fact retaliation for Canberra encouraging an inquiry into the origins of COVID.  As the primary and premium market for Australian barley, it was expected to cripple the industry. However, the global barley market is fungible and expectations that Canada would largely profit from the trade war, a huge drought in 2021/22 made less available for export. Australian farmers switched...

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What Are Funds Doing Now? Forecasting the Missing CFTC Data

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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.

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