World Perspectives
biofuel

Political and Strategic Analysis; Manufactured Food Poisoning; Biofuel Bargain

Political and Strategic Analysis Prime Minister Shinzō Abe successfully rebuffed President Donald Trump on bilateral trade negotiations for two years, but the threat of auto tariffs forced his hand. He may still be able to drag out the final outcome of what was agreed to in New York this week, although he is being asked for a near-term concession in exchange. The negotiations have been structured as two-tiered, meaning there must be some kind of announcement of success prior to the November midterm elections in the U.S. This is feasible given that Trump conceded that terms, particularly on agriculture, will not exceed those already agreed to under the Trans-Pacific Partnership (TPP). More challenging is Canada, but more important is China...

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May 26 Corn closed at $4.52/bushel, up $0.0325 from yesterday's close.  Jul 26 Wheat closed at $6.06/bushel, up $0.0675 from yesterday's close.  May 26 Soybeans closed at $11.6575/bushel, down $0.015 from yesterday's close.  Jul 26 Soymeal closed at $321.2/short ton, down $6 from...

Aid versus Trade; Idealism versus Competition; AI and Ag; Untethered Presidency

Aid versus Trade Development assistance has a long and unsatisfying history. The causes of poverty were long ago identified as poor governance and the lack of rule of law. But the UN could not criticize the national leaders that form its membership, and so for decades development assistance has...

feed-grains soy-oilseeds wheat

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Aid versus Trade; Idealism versus Competition; AI and Ag; Untethered Presidency

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feed-grains soy-oilseeds energy

Iran Peace Talks on Again, Off Again: Impacting Fertilizer

President Trump and Iranian Foreign Minister Abbas Araghchi announced on social media Friday that the Strait of Hormuz is now fully open to commercial vessels. Araghchi’s post said the strait will stay open for the remainder of the U.S.-Iran ceasefire. President Trump said, “the Str...

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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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