Great Power Struggle Deceased U.S. Senator John McCain called Russia a “gas station masquerading as a country” but it is also a major grocery store, especially when combined with Ukraine. Vladimir Putin is now threatening global energy, fertilizer, and food supplies. Rising prices for energy, food and interest on money is a triple whammy for the citizenry and consequently for politicians. Inflation adjusted disposable income in the U.S. has now sunk below trend and savings as a share of disposable income is back below pre-pandemic levels. This is a bad situation in rich countries and a disaster for poor developing ones trying to service debt. Crucial will be maneuvering by China and India. If China sticks with Russia, Mo...
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...
From WPI Consulting
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.