Greens Whiff Farmers in Europe are upset with their policymakers. The French farmers union has just announced it backs the protests being made by German farm groups. Taking a page out of the Biden White House playbook, German Greens are blaming supermarkets for the troubles being faced by farmers. But the shifts rightward by various EU governments, the latest being President Macron in France, shows the lack of confidence that such a simple strategy will work. The latest red flag is being waived by Svein Tore Holsether, CEO of the Norwegian chemical company Yara. He notes that previous energy imports from Russia have been replaced by increased value-added products like fertilizer. The EU’s imports of nitrogen are up 34 percent, with a...
What You Need to Know Today: Markets got a surprise with a corn yield of 181.2 bushels/acre in the October WASDE, above the average estimate of 177.6 bushels/acre and up from USDA’s September estimate of 178.5 bushels/acre. Although stronger demand is expected to absorb some of the addit...
Key Takeaways: On Friday afternoon, President Trump announced that Russia will “immediately supply over 300,000 Tons of Diesel Fuel” to the United States. The deal, typical of this administration, is light on details but promises an additional 500,000 tons in November and 1 m...
The USDA has lowered its 2026 red meat production forecasts slightly while forecasting a slight increase in broiler production. Beef is now projected at 24.802 billion pounds, 75 million pounds less than in September. Cow slaughter is expected to be up; however, this will be offset by lower ste...
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.