Coronavirus Threats and Optimism The mortality rate for the coronavirus is relatively high, reportedly resembling the SARS outbreak from 2002. At the same time, China’s economy is three times larger, and more dependent on consumers than during SARS outbreak. Putting the country under quarantine is bound to put a dent in economic growth. At the same time, the government’s quarantine measure is precisely the policy needed to stop the disease from spreading to more people. The government is said to be on a “wartime footing” and that is why the coronavirus will be stopped. Some complain Beijing is hiding information but there is much better transparency than during the SARS outbreak. This is likely why the World Health...
Key Takeaways: Dry bulk markets remain mixed with Capesize vessels seeing continued pressure from weaker demand while fixtures and rate strength gradually increases towards the smaller vessel classes. Tanker markets are pulling back from their recent highs as tonnage moves out of the Mid...
The Trump import plan for 300,000 MT of beef supplies used for ground beef, i.e., lean trim, from September through November has, according to Secretary Brooke Rollins, brought some relief to beef prices. The Executive Order states that the Secretary of Agriculture will analyze and review the m...
Key Takeaways: Texas illustrates the assumptions underlying the 2025 FMMO reform; Idaho exposes their limitations. The Southwest order blend (roughly 27 percent Class I, 32 percent Class III and 31 percent Class IV) exposes Texas producers to every lever USDA adjusted, with a near-neutral proj...
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.