We now have nearly a year of data to work with on the impact of the Trump Administration’s tariffs. When they were first announced, there was quite a bit of conjecture and some sophisticated economic analysis about how trade flows would be impacted. This brief analysis will focus broadly on the impact of the tariffs on imports of products that support agricultural and food processing supply chains in the United States. One way to look at tariff impacts on the agricultural and food processing industries is to review effective tariff rates, which are a more comprehensive measure of impact because they consider both the value of the import duties collected and the value of goods imported. For the purpose of this analysis, it is the...
What You Need to Know Today: The G7 agreed to release 100 million barrels of crude oil and fuel reserves over four months, with a substantial diesel release front-loaded into the first 20 days. The announcement initially pushed crude oil lower on Friday, although it later recovered a portion o...
In a recent social media post, R-CALF unveiled its latest cattle market plan: “contracts that bind producers before establishing a base price, then tie that price to future negotiated cash transactions, should be prohibited.” That proposal aligns with recent legislation by Represent...
Key Takeaways: The recent pearl-clutching from parts of the beef industry regarding the loss of the daily Kansas fed cattle negotiated trade pricing report is overwrought and ignores the fact that the direction was readily apparent. The shift away from negotiated trade has been well docu...
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.