World Perspectives

Not Just Food

The tightening global stocks situation is not just impacting food crops but fiber as well. Global production of cotton is down 7.4 percent at the same time consumption has increased 14.6 percent. The result is that ending stocks have fallen 5 percent and the average price is 14 percent higher. Half of the 10 million bale reduction in world production is by the United States. The main beneficiaries are India (exports up 78 percent) and Brazil (exports increased by 17 percent).  As in so many things, China is the juggernaut in the global cotton market. It is both the world’s largest producer and the largest importer of cotton. In fact, China consumes 36 percent of the global cotton supply. Meanwhile, China exports 44.6 percent of...

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Sugar Supply and Demand Situation

Mexico’s 2025/26 sugar production is estimated to be 5.024 million MT, reflecting about a 6 percent increase from 4.7 million MT after the past two years of weather-affected output, including both persistent drought and ill-timed rains. Nonetheless, production remains near the low end com...

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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.

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