Soybeans Impact of the U.S.-China Trade War Trading was slow in Brazil last week with an old-crop basis rally due to lack of farmer selling and news on the U.S.-China trade war. The latter included a Trump tweet about a possible tariff on Chinese imports, which was officially announced Thursday night. However, the market already anticipated higher demand for Brazilian soybeans if U.S. origin cannot be shipped to China without facing a big import duty. China may apply additional trade barriers, including potential noncommercial ones such as delays on import permits and China Inspection and Quarantine (CIQ) issues, etc. On Friday afternoon, China announced a retaliatory 25 percent import tax on U.S. soybeans. Since the Dalian market was th...
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...
From WPI Consulting
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.