With fall and colder weather coming, so does the threat of highly pathogenic avian influenza (HPAI) re-emerging as wild fowl start to migrate again. As we noted on 30 August, Another outbreak of highly pathogenic avian influenza was reported in California; that marks the 21st state to see HPAI. Turkeys were the most affected, with only about 68,000 to 69,000 broilers destroyed. The significance though, is that HPAI has always mostly disappeared in the hot weather; an outbreak in California in August is a surprise. This will put the industry on watch for a re-emergence this fall/winter as production is otherwise expected to ramp up. There have been 417 cases detected through August, with 85 percent of them occurring from Februa...
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.