Stuff and Fluff of en dehors Donald Trump has adopted the “Asian pivot” of his predecessor but not in the same fashion. While Barack Obama approached China cautiously and all others with full embrace, the Donald’s less nuanced approach involves far higher risk. Thus far on his maiden Asian voyage, he has committed the Koreans to an “expedited process” of unknown trade policy changes, was rebuffed by the Japanese with Kyōmi ga arimasen (not interested), and obtained a deal in China that is high on the sweet but low on the substance portion of a classic fluffernutter. The Chinese agreed to buy soybeans they already intended to purchase and animal proteins through an acquisition they specifically bought for that...
What You Need to Know Today: USDA reports are delayed until Tuesday due to the federal holiday on Monday. Over the weekend, President Trump announced a ceasefire between Russia and Ukraine. Russia warmly welcomed and confirmed this ceasefire by conducting more strikes against Ukraine. Specific...
On Saturday, 10 October, at a campaign rally in Clarksville, Tennessee, President Trump said that the U.S. and Mexico would come to terms on a new trade deal, and he said Canada does not need to be part of the deal. Trump called the coming agreement with Mexico “great” but gave no d...
Key Takeaways: The United States has steadily lost global wheat export market share since the 1970s, falling from the world's leading exporter to a projected fifth place in 2026/27. The rapid expansion of Black Sea wheat exports, driven by improved productivity and export infrastructure, has r...
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.