World Perspectives

Equity in Crops

Dave Juday pointed out in a recent analysis that the Midwest and the South have reaped the most in Market Facilitation Payments (MFP) not because of politics but because that is where the major crops are grown. Notably, a class of crops that nutritionists advise be consumed in greater numbers gets no MFP payments and instead relies on direct government purchases for food aid – vegetables.  One can argue that these “specialty” crops are exported in much smaller proportions and consequently have not been as adversely impacted by the trade war. Moreover, growers of specialty crops have had the opportunity to garner greater government support but have chosen greater regulatory independence. Still, weighing changes in jus...

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U.S. Soybean Crush Margin Outlook

U.S. soybean processing margins have seen considerable volatility over the past month as multiple fundamental factors upended global oilseed and product prices. The most obvious influence was the recent trade war and tit-for-tat escalation in tariffs between the U.S. and, which was exacerbated...

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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.

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