The first 100 days of the second Trump presidency doesn’t end until 30 April and is a meaningless metric because Donald Trump’s initiatives will last four years. Washington and the world are not handling the first 55 days very well and they need to figure it out or there will continue to be unnecessary suffering. One notable fact is that this President is irrepressible. He overcame efforts to keep him out of office first by trying to put him in jail and then by twice trying to assassinate him. He will aways find a way. He uniquely used the Commodity Credit Corporation Charter Act for trade war compensation in his first term, and now he has used the obscure Alien Enemies Act of 1798 to deport foreign criminals. He ignores t...
Key Market Insights Geopolitical Limbo: Geopolitical risk remained a key driver across global commodity markets today. President Trump stated that the Iran memorandum of understanding is not yet final and warned that military action could resume if negotiations fail. Both sides continue w...
Key Takeaways: Drought remains a major threat to global agricultural production, particularly in regions with limited rainfall and growing water scarcity. Commercially available drought-tolerant traits in corn, soybeans, and wheat have generally delivered modest yield improvements, limiting th...
Key Takeaways: Peace at last in the Persian Gulf? Over the weekend, the U.S. announced and Iranian officials confirmed a peace agreement, with formal ratification set for Geneva on 19 June. The announcement means the Strait of Hormuz is set to reopen fully and toll-free within 30 days.&n...
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.