Battle Stations Whether it is a trade war or merely a trade dispute or trade discussion, there’s firing going on in both directions. The Trump Administration issued its initial tariffs and some trading partners are announcing their retaliation. What is notable is that the White House is holding back on announcing its counter-retaliation intentions. Logically, the White House would argue that its tariffs are legal since Section 232 of the ironically-named Trade Expansion Act of 1962 is grandfathered into U.S. international obligations. By contrast, other countries do not have the right to retaliate against a legitimate U.S. policy unless they can first get a WTO dispute settlement panel to rule in their favor. The Trump/Navarro theor...
What You Need to Know Today: USDA reports are delayed until Tuesday due to the federal holiday on Monday. Over the weekend, President Trump announced a ceasefire between Russia and Ukraine. Russia warmly welcomed and confirmed this ceasefire by conducting more strikes against Ukraine. Specific...
On Saturday, 10 October, at a campaign rally in Clarksville, Tennessee, President Trump said that the U.S. and Mexico would come to terms on a new trade deal, and he said Canada does not need to be part of the deal. Trump called the coming agreement with Mexico “great” but gave no d...
Key Takeaways: The United States has steadily lost global wheat export market share since the 1970s, falling from the world's leading exporter to a projected fifth place in 2026/27. The rapid expansion of Black Sea wheat exports, driven by improved productivity and export infrastructure, has r...
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.