World Perspectives

Noise as China Faces 2025

Trade WarPost the November U.S. election, the focus has been on preparing for an inevitable trade war with the U.S. China has increased government reserve stocks and increased imports from Brazil. Traders worked to get ahead of the new Trump tariffs with Chinese exports in December jumping 10.7 percent. Some argue that China is already winning the industrial trade war. Its exports in 2024 reached nearly $1 trillion. A study by Rabobank says that retaliation by China to President-elect Donald Trump’s tariff plan will cause the price of soybeans to drop $1.50 - $2.00/bushel and will result in 5 million acres fewer soybeans being planted. It assumes China imposes a 25 percent tariff on all imports from grain and oilseeds from the U.S. Chi...

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Financial markets will be closed on Thursday, 25 December for the Christmas holiday. As a result, there will be no Ag Perspectives report on Thursday. WPI wishes everyone a joyous and safe holiday. WPI will resume operations on Friday, 26 December. Note that Ag Perspectives will be providing ma...

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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.

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