Global supply chain issues are pressuring many industries, but beer makers face a complex set of issues. Prices have risen for malt barley, aluminum, labor, and transportation. Already elevated malt prices started rising more in mid-summer when the impact of North American drought conditions became realized. The Canadian crop was down about 20 percent, and European malt faced conditions that were too wet. This occurred as post-Covid demand was building, and small craft brewers added new competition. Most malt is forward contracted and for those farmers without an escalation clause tied to feed barley prices there was an obligation to deliver at a discount. Argentine malt barley prices have now begun to stabilize and there is hope tha...
What You Need to Know Today: There has already been a strong run of flash soybean sales announcements in recent weeks, but more than 1.4 MMT reported this morning is an exceptionally large single-day total with major implications for the market. If the sales to China and unknown destinations w...
On Friday, at 6:57 AM, President Donald Trump announced, via a social media post, a 90-day window during which up to 300,000 metric tons of product for ground beef could be imported outside of tariff-rate quotas—a move aimed at bringing down costs for American consumers. This is the secon...
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.