Risky Strategy Some Congressional and Taiwanese officials are convinced that House Speaker Nancy Pelosi will visit Taiwan this week. The U.S. Navy has reportedly moved assets closer to the island after Beijing warned of military retaliation. Meanwhile, the Senate Foreign Relations Committee will take up legislation on Wednesday (The Taiwan Policy Act) that will further stoke Chinese animosity as it elevates Formosa’s diplomatic status and increases the U.S. commitment to military sales. Whether she lands on the island or not, there is a growing Congressional interest in picking fights with China, which is unlikely to be contained to East Asia and could last years. If recent diplomatic skirmishes are any indication, Western dem...
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.
What You Need to Know Today: There has already been a strong run of flash soybean sales announcements in recent weeks, but more than 1.4 MMT reported this morning is an exceptionally large single-day total with major implications for the market. If the sales to China and unknown destinations w...
On Friday, at 6:57 AM, President Donald Trump announced, via a social media post, a 90-day window during which up to 300,000 metric tons of product for ground beef could be imported outside of tariff-rate quotas—a move aimed at bringing down costs for American consumers. This is the secon...