World Perspectives
softs

Cotton Market Shifts

While area planted to cotton is expanding elsewhere in the world, U.S. farmers are sowing less. More importantly, abandonment is projected to jump from 8.5 percent last year to 31.5 percent this season, almost matching the high level in 2020. The extreme drought in the Southwest is the primary cause for the increase.   Chinese cotton prices peaked in March and have been declining ever since. Demand has been hurt by Covid-related mill closures and the U.S. ban on cotton from Xinjiang. The Central government has stepped up lending in the region to offset adverse impacts. China’s textiles hold steady at nearly a third of the global market, but growth is occurring in Pakistan and Bangladesh. Meanwhile, Australia and Brazil have...

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livestock

Livestock Industry Margins

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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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