The election is over but the guesswork on what President-elect Trump will do upon entering the White House is just beginning. Possible issues at the forefront of his agenda include the 2018 Farm Bill, changing or repealing Dodd-Frank, and enacting pro-business policies.Following a presidential election and a change of administration, it is common to analyze what the election will mean for the economy as a whole and it various sectors. Usually there is considerable guidance available from policy proposals advocated during the campaign by the winning candidate. The campaign of 2016 was notable for many reasons, and one of them was the absence of specific policy proposals from either candidate. Both candidates were long on lofty goals but shor...
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.
Key Takeaways: Dry bulk markets remain mixed with Capesize vessels seeing continued pressure from weaker demand while fixtures and rate strength gradually increases towards the smaller vessel classes. Tanker markets are pulling back from their recent highs as tonnage moves out of the Mid...
The Trump import plan for 300,000 MT of beef supplies used for ground beef, i.e., lean trim, from September through November has, according to Secretary Brooke Rollins, brought some relief to beef prices. The Executive Order states that the Secretary of Agriculture will analyze and review the m...
Key Takeaways: Texas illustrates the assumptions underlying the 2025 FMMO reform; Idaho exposes their limitations. The Southwest order blend (roughly 27 percent Class I, 32 percent Class III and 31 percent Class IV) exposes Texas producers to every lever USDA adjusted, with a near-neutral proj...