Green for You, Grey for Me Some say the EU has been vague about whether it will seek a delay in the December 30 implementation deadline for implementing the EU Deforestation Regulation (EUDR). Brussels told WTO members last week that delay would require a legislative change, which is not impossible. At the same time, the European Court of Auditors has concluded that the national strategic plans required for each member state to implement the environmental goals laid out by Brussels lack effective oversight and measurement mechanisms. This means the goals of reducing chemical inputs and boosting organic output could be glossed over. So, the EU would impose a hard stop green policy on other countries, but allow its own producers to operate m...
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: Corn broke sharply lower after overnight headlines that U.S., Ukrainian, and Russian officials would meet for peace talks on 10 and 11 November. Mexico made its second large purchase of U.S. corn in as many days, bringing total purchases this week to just over 2 MM...
Key Takeaways: The EU's new deforestation regulations, taking effect 30 December 2026, could alter global soymeal trade through stricter traceability requirements and higher compliance costs. Brazil's complex supply chains are likely to complicate compliance with the new regulations, potential...
Beef packer margins improved to $89/head last week, up $53 from the prior week as declining fed cattle prices more than offset weaker beef cutout values. Fed cattle prices fell $3.35/cwt to $224/cwt while the Choice cutout declined $2.49/cwt to $366/cwt, improving packer profits. Despite the re...