Streisand Salvation Stealing an idea from energy writer Robert Bryce, what if the Green Deal/F2F is inadvertently boosting the prospects for ag chemical companies? Bryce notes the “Streisand Effect” whereby the world famous entertainer Barbara Streisand sued a photographer to stop publication of an aerial shot of her sprawling Malibu Beach estate. The lawsuit caused the photograph to instead go viral, ensuring the opposite of Streisand’s intent as millions gawked at the environmentalist’s huge carbon footprint. Bryce contends that Europe’s suppression of energy production before the Russian invasion of Ukraine has now had the opposite effect by boosting production out of concerns for energy security. In a simi...
What You Need to Know Today: The hot, dry weather forecast continues to drive strength in grain futures with corn and soybeans hitting another day of strong gains. Monday’s Crop Progress and Conditions data were in line with market expectations and showed relatively few concerns for the...
Yesterday we wrote about the Q1 GDP numbers and the June employment reports in an article entitled Real GDP for Q1 Relying on AI Buildout, Held Back by Consumer Spending. That article mentioned that consumer spending had become a drag on GDP. Nonetheless, real GDP in Q1 was revised upward to 2...
Key Takeaways: The Middle East and North Africa's arid climate and limited water resources have created a structural dependence on imported wheat. Government wheat tenders in major importing countries serve as important benchmarks for global trade, providing insight into exporter competitivene...
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.