All market analysis should probably be put on hold until sometime Saturday night after the tweets start to flow from Argentina following the serving of dessert to the U.S. and Chinese presidents. Those tweets will likely set the tone for virtually every market for some time. Despite all the opinions expressed by the many talking heads in the media, the simple truth is no one really knows until then what might happen either at the G-20 summit in general or at the dinner meeting between Presidents Trump and Xi. There does seem to be, though, at least a ray of optimism starting to appear far on the horizon, and far might be the operative word. It is almost impossible to believe Sunday morning will bring news of a trade agreement. The most opt...
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
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.