World Perspectives

Stick it to Foreigners; Saved by Foreigners

Stick it to Foreigners Former U.S. Senate Finance Committee Chairman Russel B. Long (D-Louisiana) noted how politicians protected their own constituents and sought to shift the burden to others. He famously said, “Don’t tax you. Don’t tax me. Tax the guy behind the tree.” Now Senate Democrats have found someone to help fund their $3.5 trillion budget resolution that would more than double public welfare spending – non-Americans. The Finance Committee has been instructed by Democratic leaders to find a way to impose a “carbon polluter import fee” to offset the proposed increase in domestic spending.  While it has yet to be seen whether a carbon border adjustment mechanism can pass muster with...

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Mexico’s 2025/26 sugar production is estimated to be 5.024 million MT, reflecting about a 6 percent increase from 4.7 million MT after the past two years of weather-affected output, including both persistent drought and ill-timed rains. Nonetheless, production remains near the low end com...

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livestock

Livestock Industry Margins

Beef packer margins reversed sharply to -$17/head from $120/head the prior week, as rising fed cattle prices more than offset a modest decline in the Choice cutout. Fed cattle prices increased $12.92/cwt from the prior week while the cutout slipped $3.24/cwt, compressing gross margins and pushi...

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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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