Biden Implications to Phase One At this juncture, China needs soybeans, corn and other products, and the U.S. is currently the lowest cost supplier of some agricultural commodities. However, one question is how faithful will China be to Phase One purchasing obligations when other suppliers become more competitive? How faithful will they be to an agreement forced upon them by Donald Trump if Joe Biden wins the election next month? Beijing purchased from South America when it was cheaper despite the Phase One agreement, and they could just rip up the agreement after 3 November. Or it could just be left as a relic and a reminder of another failure by Mr. Trump – an agreement as hollow for U.S. agriculture as the one he negotiated last y...
What You Need to Know Today: Traders are increasingly focused on next Wednesday’s August WASDE report, with corn and soybean yield estimates expected to drive the next major move in grain markets. Recent crop condition declines and late-July heat have increased uncertainty around USDA&rs...
Yesterday the Senate Agriculture Committee held its markup of the “skinny” farm bill, and it was derailed over Democratic opposition to plans for imposing food stamp costs on state governments. The Democrats pushed back on a provision that required states to pick up a larger share o...
Key Takeaways: WPI’s 2025/26 corn export models continue to reflect strong international demand and put the total marketing year volume slightly above USDA’s estimates. Strong old crop corn exports are offset by weaker feed and residual use, leaving ending stocks slightly ele...
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.