Volatility has been the key word for commodity markets lately, especially the energy complex and anything loosely tied to it. The effective derivatives of the energy complex include, through the linkages of biodiesel, soyoil, and soybeans, and these markets have seen incredible rallies this yea...
As you probably guessed, the ongoing conflict in the Middle East continues to drive market sentiment for energy markets and tanker vessel rates. While there have been several developments in the region this week, the big picture factors are the same: the Strait of Hormuz is all but sealed to ve...
Bilateral Postponement The upcoming meeting between President Trump and Chinese leader Xi Jinping is being delayed about “a month or so” at the request of Trump. He says he needs the time to focus on the war in Iran. Chinese leaders may also benefit from the extra time to assess the...
China Ag Purchases The market reacted today to suggestions that President Trump will delay his planned trip to China at the end of the month due to the war in Iran. The excuse is somewhat of a surprise considering this President is usually hyper-multitasking. Soybean investors took it hard, but...
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.