No. 1 Nothing says important better than calling something “The No. 1 document,” but China’s plan for agricultural success remains undermined by the realities literally on the ground. In an ideal world, China would produce all the food that it wants plus some, but its arable land availability per capita is only 40 percent of the global average, and that number has been falling due to development. Major cereals and oilseeds already utilize 87 percent of that land base, with the remainder going to specialty crops, grazing and other food products. Yields can be improved but not enough to keep up with expanding livestock production. Particularly since Beijing also recognizes the need to protect its soil quality and has thus c...
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.