CBAM Compromise Until Russia’s Vladimir Putin decided to unite the West against him, the transatlantic policy fractures ran deep and wide. There was agreement on the need for NATO but plenty of disagreement on various other policy parameters. One place where the U.S. and EU seemed headed for conflict was over climate change policy. Unlike the U.S., the EU operates a carbon market designed to punish carbon emissions, whereas the U.S. uses policy requirements and efficiency gains to achieve emissions reductions. Even though the EU seeks to export its production prescriptions on food, the hope was that outcome rather than the process of achieving carbon emissions would prevail. Now Mohammed Chahim, the European Parliamentarian charged w...
What You Need to Know Today: The hot, dry weather forecast continues to drive strength in grain futures with corn and soybeans hitting another day of strong gains. Monday’s Crop Progress and Conditions data were in line with market expectations and showed relatively few concerns for the...
Yesterday we wrote about the Q1 GDP numbers and the June employment reports in an article entitled Real GDP for Q1 Relying on AI Buildout, Held Back by Consumer Spending. That article mentioned that consumer spending had become a drag on GDP. Nonetheless, real GDP in Q1 was revised upward to 2...
Key Takeaways: The Middle East and North Africa's arid climate and limited water resources have created a structural dependence on imported wheat. Government wheat tenders in major importing countries serve as important benchmarks for global trade, providing insight into exporter competitivene...
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.