Illogical War One can imagine more sophisticated approaches to rebalancing trade concessions than the one undertaken by the Trump administration. The president’s assertion was that a larger trade deficit and lower average tariffs mean the U.S. is in a stronger negotiating position. However, that assumes undertaking disproportionate actions (i.e., the U.S. rebuffs more imports than the counter-party can rebuff from America). Yet at this juncture, it is simply hurting both sides equally. Also unclear is the renegotiation of NAFTA, whereby USDA says Canada need not make changes to its most egregious supply management programs. Illogical Reparations Still bouncing around Washington ag circles is the idea of compensating U.S. fa...
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.
What You Need to Know Today: USDA reports are delayed until Tuesday due to the federal holiday on Monday. Over the weekend, President Trump announced a ceasefire between Russia and Ukraine. Russia warmly welcomed and confirmed this ceasefire by conducting more strikes against Ukraine. Specific...
On Saturday, 10 October, at a campaign rally in Clarksville, Tennessee, President Trump said that the U.S. and Mexico would come to terms on a new trade deal, and he said Canada does not need to be part of the deal. Trump called the coming agreement with Mexico “great” but gave no d...
Key Takeaways: The United States has steadily lost global wheat export market share since the 1970s, falling from the world's leading exporter to a projected fifth place in 2026/27. The rapid expansion of Black Sea wheat exports, driven by improved productivity and export infrastructure, has r...