The second Trump administration has roiled global markets in just its first few weeks in office, with some of the biggest impacts coming from the application of tariffs against major trading partners. These tariffs have, as expected, been met with retaliation from Canada, Mexico, and China. Further complicating the global trade outlook has been China’s move to retaliate against tariffs from other non-U.S. trading partners, most notably Canada. As a major importer (and often the largest for a given product), China’s retaliatory tariffs against two major suppliers are of key interest to WPI readers. Some of these tariffs have been highly publicized and target markets with which WPI readers are already familiar (e.g., soybean...
There was heavy volume exiting soybeans, which dragged down the broader market today. The lack of a specific Chinese buying commitment for soybeans undermined speculators who had placed bets on state-directed trade. But even the Chinese do not totally ignore market fundamentals. They may still...
On Tuesday, 12 May, WPI reported on an Executive Order being prepared by the Trump Administration to suspend tariff rate quotas (TRQs) on beef from all exporters for 200 days as a means of addressing high beef prices in the United States. After considerable pushback from cattle producer groups,...
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe online after this date to...
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.