With the election one week from tomorrow, many aggies are turning their attention to the probable role of Robert F. Kennedy Jr. in a Trump Administration should Trump win the election. Over the last week, this is literally the biggest topic of conversation among this analyst’s contacts and sources within commodity groups, ag policy staff, and market watchers.Recall, Kennedy’s exit from the Presidential race and endorsement of Trump was from a place of political expediency, not policy alignment. Kennedy had a grievance with the Democrat party nomination process, and Trump was willing to capitalize on it. Trump has said RFK Jr. would have a role in his Administration and confirmed that just last week. Aggies are worried about what that...
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.
There was heavy volume exiting soybeans, which dragged down the broader market today. The lack of a specific Chinese buying commitment for soybeans undermined speculators who had placed bets on state-directed trade. But even the Chinese do not totally ignore market fundamentals. They may still...
On Tuesday, 12 May, WPI reported on an Executive Order being prepared by the Trump Administration to suspend tariff rate quotas (TRQs) on beef from all exporters for 200 days as a means of addressing high beef prices in the United States. After considerable pushback from cattle producer groups,...
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe online after this date to...