Livestock New Market Reports Reveal Interesting Trends in the Hog Sector The most recent data release from the Ministry of Agriculture and Rural Affairs (MARA) indicates the reproductive sow inventory rose .5 percent in July to 42.98 million head. That marks three straight months of increases and seemingly a complete reversal of the goal to reach a range of 41 to 41.5 million head in order to stabilize the market. Yet, MARA contends that the current total is just 4.8 percent above the target putting it within the so called green zone of plus or minus 5 percent, which the ministry feels is good enough to maintain a theoretical healthy balance between supply and demand. Meanwhile, import data from China’s Customs Bureau show frozen po...
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.
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...