World Perspectives

Post-Election Transatlantic

The EU’s dependency on the U.S. for both defense and economic well-being has focused discussions in Brussels on what the relationship will look like should Donald Trump win on 5 November. The Biden Administration initiated a Trade and Technology Council (TTC) in 2021 with designs to coordinate economic, trade and technology issues with the EU. Some in Brussels fear that Mr. Trump could scuttle the effort. DG Trade’s Matthias Jorgensen says the two sides should build on the achievements of the TTC but some in U.S. industry are telling USTR that the TTC never lived up to its potential for cooperation and mitigating risks. The two share concerns about China’s over-production and ability to hollow out Western production of everything from...

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China Market Analysis

Beef China’s new import safeguard on beef continues to stir the market. Its largest impact is on the biggest supplier of protein, Brazil. Suppliers in that country say they will have to reduce production and slaughter capacity. Meanwhile, Ireland is pleased that Beijing has lifted a ban t...

India Holds Out; USMCA Friction; AI and Ag

India Holds Out The most disappointed of U.S. trading partners has to be India. It has long held hope that it would succeed China as the largest foreign supplier to the American market. It is a natural foil to China, which has been politely designated by Washington as a strategic competitor and...

wheat

WASDE Wheat - Jan 2026

USDA’s Jan estimate for 2025/26 U.S. wheat left exports unchanged at 900 million bushels. Projected U.S. wheat ending stocks were raised 25 million bushels to 926 million, up 8 percent from the previous year. The season-average farm price is lowered $0.10 per bushel to $4.90.  The wo...

China Market Analysis

Beef China’s new import safeguard on beef continues to stir the market. Its largest impact is on the biggest supplier of protein, Brazil. Suppliers in that country say they will have to reduce production and slaughter capacity. Meanwhile, Ireland is pleased that Beijing has lifted a ban t...

India Holds Out; USMCA Friction; AI and Ag

India Holds Out The most disappointed of U.S. trading partners has to be India. It has long held hope that it would succeed China as the largest foreign supplier to the American market. It is a natural foil to China, which has been politely designated by Washington as a strategic competitor and...

wheat

WASDE Wheat - Jan 2026

USDA’s Jan estimate for 2025/26 U.S. wheat left exports unchanged at 900 million bushels. Projected U.S. wheat ending stocks were raised 25 million bushels to 926 million, up 8 percent from the previous year. The season-average farm price is lowered $0.10 per bushel to $4.90.  The wo...

soy-oilseeds

WASDE Soybeans - Jan 2026

USDA’s Jan estimate for 2025/26 U.S. soybeans is increased by 17 million bushels on higher beginning stocks and production. Soybean crush for 2025/26 is raised 15 million bushels to 2.57 billion bushels on higher soybean meal domestic disappearance and exports. Soybean meal and soybean oi...

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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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