Vietnam FTA USDA’s Foreign Agricultural Service notes that the U.S. is the largest trading partner with Vietnam that lacks a free trade agreement. The result is that U.S. farm product exporters continue to lose market share, especially in higher valued goods. At the same time, Vietnam’s food imports are rising. The EU is implementing an FTA with Vietnam and will likely cause larger losses for U.S. suppliers. It is a little awkward since Washington just categorized Vietnam as a non-market economy, but it is U.S. domestic politics that precludes negotiating an FTA with Hanoi. Debt versus Efficiency Neither Kamala Harris or Donald Trump are talking about the U.S. national debt despite its threat to the dollar and the...
There was heavy volume exiting soybeans, which dragged down the broader market today. The lack of a specific Chinese buying commitment for soybeans undermined speculators who had placed bets on state-directed trade. But even the Chinese do not totally ignore market fundamentals. They may still...
On Tuesday, 12 May, WPI reported on an Executive Order being prepared by the Trump Administration to suspend tariff rate quotas (TRQs) on beef from all exporters for 200 days as a means of addressing high beef prices in the United States. After considerable pushback from cattle producer groups,...
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe online after this date to...
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.