World Perspectives

Un-Whole of Government; Apex Predator; Heavy Lift

Un-Whole of Government President Trump’s memorandum last week announcing his America First Trade Policy (AFTP) was issued to five federal departments, two of which are only tangentially involved in trade policy. It skipped over the federal department overseeing more than six percent of U.S. international trade and whose constituency is the most stalwart supporter of the President. His AFTP mentions helping farmers and ranchers three separate times but doesn’t once mention his government’s primary overseer of agricultural trade policy.  As in his first term, he has elevated the Department of Commerce to a leadership position that ignores the intent of the Trade Act of 1974 in giving USTR primacy. This may or may not be...

Related Articles
feed-grains soy-oilseeds wheat

Market Commentary: Good Weather is Bad for Bulls

The CBOT was sharply lower at mid-week with favorable weather for the U.S. 2025 spring crops and weaker global grain markets exacting a heavy toll. Notable among the day’s moves were the new contract lows in corn and soymeal and soybeans’ move back below the prices they traded just...

Ignoring Margins; Trump Tariff Win

Ignoring Margins The U.S. Senate’s Subcommittee on Antitrust, Competition Policy, and Consumer Rights held a hearing yesterday on, Reducing Regulatory Burdens to Unlock Innovation and Spur New Entry and the meat packing industry was front and center. UC-Berkely Senior Fellow Doha Mekki co...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 25 Corn closed at $4.1025/bushel, down $0.06 from yesterday's close.  Sep 25 Wheat closed at $5.445/bushel, down $0.075 from yesterday's close.  Jul 25 Soybeans closed at $10.2525/bushel, down $0.215 from yesterday's close.  Jul 25 Soymeal closed at $276/short ton, down $4.5...

feed-grains soy-oilseeds wheat

Market Commentary: Good Weather is Bad for Bulls

The CBOT was sharply lower at mid-week with favorable weather for the U.S. 2025 spring crops and weaker global grain markets exacting a heavy toll. Notable among the day’s moves were the new contract lows in corn and soymeal and soybeans’ move back below the prices they traded just...

Ignoring Margins; Trump Tariff Win

Ignoring Margins The U.S. Senate’s Subcommittee on Antitrust, Competition Policy, and Consumer Rights held a hearing yesterday on, Reducing Regulatory Burdens to Unlock Innovation and Spur New Entry and the meat packing industry was front and center. UC-Berkely Senior Fellow Doha Mekki co...

feed-grains soy-oilseeds wheat

Summary of Futures

Jul 25 Corn closed at $4.1025/bushel, down $0.06 from yesterday's close.  Sep 25 Wheat closed at $5.445/bushel, down $0.075 from yesterday's close.  Jul 25 Soybeans closed at $10.2525/bushel, down $0.215 from yesterday's close.  Jul 25 Soymeal closed at $276/short ton, down $4.5...

feed-grains soy-oilseeds wheat

Market Commentary: Grains, Oil Fall on Risk-off Trade after Middle East Ceasefire

The biggest drive of the CBOT’s Tuesday trade had little to do with grain markets themselves and, rather, was primarily focused on risk and positioning dynamics following the apparent Israel-Iran ceasefire agreement. While both sides have apparently agreed to some sort of ceasefire deal,...

Image
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.

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up