President Trump’s trade war taught other countries a lesson – that the U.S. is not a reliable trading partner. China is now boosting corn imports from Brazil to diversify and ensure supplies. Western nations are said to be decoupling from China to dampen the Middle Kingdom’s advantage as a state-run monopoly. Now the West may be using its market superiority to punish Russia but ultimately lose its dominance. The West will refuse to provide insurance, trade finance and shipping for Russian oil unless it is priced between $65-70/barrel. Russia has refused to sell oil to countries adhering to the price limits and countries like China and India are calculating ways around the restriction. It will not be pretty to start. There...
What You Need to Know Today: There has already been a strong run of flash soybean sales announcements in recent weeks, but more than 1.4 MMT reported this morning is an exceptionally large single-day total with major implications for the market. If the sales to China and unknown destinations w...
On Friday, at 6:57 AM, President Donald Trump announced, via a social media post, a 90-day window during which up to 300,000 metric tons of product for ground beef could be imported outside of tariff-rate quotas—a move aimed at bringing down costs for American consumers. This is the secon...
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.