Last week, WPI covered some proposals that are being put forth to be included in the farm bill (see here). This week, an overview of where the farm bill timeline stands shows the biggest potential gum in the clockworks remains the budget costs, and the Supplemental Nutrition Assistance Program (SNAP). Back on 9 May when the debt ceiling deal was being hammered out, WPI wrote: As WPI has commented several times, the farm bill is unlikely to move until there is a budget agreement, and a budget agreement, one way or another, is dependent on the debt ceiling resolution. If there is a resolution that could speed up the farm bill as some major issues are taken off the table, or, depending on what the budget package contains, it could extend the...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.
The U.S.-Mexico-Canada Agreement (USMCA) enters its mandated six-year review on 1 July. The original intent of the review is outlined in Article 34.7, which obligates members to: Provide recommendations and decide on appropriate actions. Extend the USMCA for another 16 years and meet aga...
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...