World Perspectives

Bilateral Postponed; Seasonal Politics; Poll Results

Bilateral Postponed A planned consultation between China and the U.S. scheduled for tomorrow has been postponed, reportedly due to a scheduling conflict. The discussion was supposed to focus on the six-month status of the Phase One agreement, which has thus far failed to impress its American critics. On the one hand, it is a perfunctory meeting and could get outcompeted for time by other events. China has stepped up its purchasing and that also buys some time to focus on other matters. On the upside, some in the trade feared the planned discussion could raise tensions and so it at least kicks that possibility down the road.  Seasonal Politics Yesterday’s virtual hearing between Trump Administration trade officials and U.S. fru...

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Cattle on Feed Report

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Summary of Futures

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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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