World Perspectives

Battle over Meat; Future of Inflation; EU Agriculture

Battle over Meat  COVID-related restrictions have increased meal consumption at home, and it is reported that per capita meat consumption has concurrently increased. Meanwhile, opponents of animal agriculture are expressing their dismay that the food industry has failed to adopt animal welfare practices that were pledged years ago. A report by World Animal Protection says only two out of the 56 companies pledging to adopt group housing for gestating pigs have done so; the Humane Society says most companies have ignored their pledges to enhanced animal welfare as defined by animal rights groups. The reasons include not only the costs but evidence of worse animal welfare outcomes from some of the prescribed changes. Meanwhile, seven st...

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Market Commentary: Limping Home After a Dreary Week

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Competing Manufacturing Data

According to S&P Global, the US manufacturing sector grew for the fourth consecutive month in September. The U.S. manufacturing purchasing managers' index recorded 52 points in September, down from 53 a month prior and indicating a weaker rate of expansion of the manufacturing sector. A rea...

feed-grains soy-oilseeds wheat

Market Commentary: Limping Home After a Dreary Week

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Summary of Futures

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Recent Market Volatility Increases Futures Mispricing

Following the recent shocks to the grain markets – the Grain Stocks report data and news that soybeans will be on the negotiating table when Presidents Trump and Xi meet next – many are wondering what happens next as far as commodity pricing goes. WPI certainly doesn’t have a...

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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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