World Perspectives

Transatlantic Monopsonists; Ex-Im Battle Continues

Transatlantic Monopsonists The three coalition partners (EPP, S&D, Renew) set to continue running the EU cannot agree on a sustainability agenda since the Greens got trounced in recent elections but they do agree on farmers. Specifically, they agree that farmers do not get “fair” prices for their output from the few, large companies that dominate Europe’s downstream supply chain. Like progressives in the U.S., they see it all as an unfair monopsony demanding policy intervention. Brussels intends to remedy the situation by once again tweaking its Unfair Trade Practices (UTP) directive, and then expanding them as mirror clauses that apply to the EU’s food imports.  UTP’s seek to address some of the wor...

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Market Commentary: A Strong Close for the Week

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Tariffs and the Value of the U.S. Dollar

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Export Sales and Shipments for August 1-7, 2025.  Wheat: Net sales of 722,800 metric tons (MT) for 2025/2026 were down 2 percent from the previous week, but up 14 percent from the prior 4-week average. Export shipments of 340,800 MT were down 49 percent from the previous week and 37 percen...

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Market Commentary: Another Day in a Sea of Red

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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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