Transatlantic Reconciliation The U.S. – EU consultations this week surrounding the China-focused G-7 meeting likely has the politicians ahead of some of their constituents. The two sides will fix some of the trade problems that arose during the Trump years and jointly commit to solve other problems, but a recent Politico report noted that the European public believes China is ascendant and wants to remain neutral on the matter. They do not believe that the U.S. shares European interests and values. While most Americans have a better view of Europeans than vice versa, the U.S. agriculture community remains angry to the core with what they perceive as Europe’s multi-decade long effort to block imports of their products. From an e...
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.
What You Need to Know Today: Markets got a surprise with a corn yield of 181.2 bushels/acre in the October WASDE, above the average estimate of 177.6 bushels/acre and up from USDA’s September estimate of 178.5 bushels/acre. Although stronger demand is expected to absorb some of the addit...
Key Takeaways: On Friday afternoon, President Trump announced that Russia will “immediately supply over 300,000 Tons of Diesel Fuel” to the United States. The deal, typical of this administration, is light on details but promises an additional 500,000 tons in November and 1 m...
The USDA has lowered its 2026 red meat production forecasts slightly while forecasting a slight increase in broiler production. Beef is now projected at 24.802 billion pounds, 75 million pounds less than in September. Cow slaughter is expected to be up; however, this will be offset by lower ste...