The End of U.S. Agricultural Exports Agriculture is the first sector receiving retaliation in trade disputes and there is no end in sight for trade wars. The Trump Administration contention that the U.S. has fared badly over the past 25 years of the WTO is not unique, it is largely shared by many on Capitol Hill and for the most part, the Democrats running to become president. Yet, the Trump Administration is not even negotiating with those countries seeking to reform the WTO’s appellate process. Meanwhile, there is a long list of other complaints waiting in the Washington queue for reform including SOE’s and self-designation. International trade lawyer Terence Stewart says he doesn’t see the U.S., Europe, China an...
Beef packer margins deteriorated to -$218/head last week, down $20 from the prior week as a softer Choice cutout combined with slightly lower fed cattle prices. The cutout slipped to $391/cwt while fed cattle prices eased to $256/cwt, leaving packer profits under pressure. Margins remain deeply...
What You Need to Know Today: The U.S. and Iran agreed to a peace deal on Monday with the deal expected to be signed Friday in Switzerland. The memorandum signed is explicit that Iran will allow 60 days of toll-free transit for all traffic through the Strait of Hormuz, and President Trump annou...
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.