Tariffs II Messaging President Trump’s use of IEPPA as the legal basis for last year’s reciprocal tariffs was struck down but they are returning under a different legal underpinning, Section 301. It is generally recognized that only the legal underpinning has changed while the policy rationale, a fairer trading environment for American workers and companies remains the same. There are some updates, such as applying a 25 percent tariff on Brazilian ethanol since that country failed to reciprocate the 2.5 percent tariff previously used by Washington. EU Parliament Trade Chair Bernd Lange understandably bristles at the Trump Administration’s assertion that a tariff is necessary due to Europe’s lack of forced labor...
Key Market Insights Macro: Dollar Up, Stocks Down The U.S. dollar moved higher today, creating another headwind for American exports. A stronger dollar makes U.S. commodities more expensive on the global market and can make it harder for exporters to compete against South American and Black Sea...
Russian Grain Market, 25-29 May 2026 Russian grain markets remained firm across most of European Russia last week, while activity in Asian regions was more mixed. Farmer selling remains limited despite large carryover stocks, helping support domestic values. The spread between old-crop and new-...
World Perspectives, Inc. welcomes Steve Wolf as Director of Commodity Intelligence. Steve brings a broad range of agribusiness, commodity market, and consulting experience to WPI from previous roles at Tyson Foods and Informa Economics (now part of S&P Global). Steve most recently spent thr...
From WPI Consulting
Communicating importance of value-added products
Facing increasing pressure to quantify the value of export promotion efforts to investors, a U.S. industry organization retained WPI to develop a quantitative model that better communicated the importance of exports. The resulting model concluded that value-added meat exports contributed $0.45 cents per bushel to the price of corn, increasing support for that sector’s financial support of WPI’s client. In addition to serving the red meat industry with this type of analysis, WPI has generated similar deliverables for the U.S. soybean and poultry/egg industries.