China Long Game Reports indicate that following the U.S.–China trade negotiations this weekend, President Trump will likely delay imposing tariffs on an additional $300 billion worth of imports from the Middle Kingdom. American consumers are not rebelling against the tariffs already in place but might feel more impacted if the final tranche of goods being imported are penalized. Instead, the White House will carry out pressures on Beijing through other means while hoping that China will make additional commitments to purchase American agricultural products. Neither government is ready to settle, and both are politically positioned for a very long fight. This means that U.S. agriculture will continue to be the primary adversely-impac...
What You Need to Know Today: Commodities were mostly lower across the board today after yesterday’s Federal Reserve meeting hinted at a potential interest rate hike later in 2026. The dollar index reached its highest level in over a year, and a strong dollar makes U.S. agricultural expor...
Tomorrow is the Juneteenth federal holiday, and the USDA, along with the rest of the federal government and the CME, will be closed, so the monthly Cattle on Feed report was released a day early. The total number of cattle on feed in feedlots with 1,000 head or more capacity on 1 June amounted...
From WPI Consulting
Communicating importance of value-added products
Facing increasing pressure to quantify the value of export promotion efforts to investors, a U.S. industry organization retained WPI to develop a quantitative model that better communicated the importance of exports. The resulting model concluded that value-added meat exports contributed $0.45 cents per bushel to the price of corn, increasing support for that sector’s financial support of WPI’s client. In addition to serving the red meat industry with this type of analysis, WPI has generated similar deliverables for the U.S. soybean and poultry/egg industries.