So-called experts and analysts are fighting with contradictory analyses over a proposed border adjustment tax (BAT) in the U.S., and how currency exchange markets respond is a top argument. Farm Bill Stress U.S. farm groups are trying to set the stage for a new farm bill by emphasizing an economic atmosphere of severe stress. Vince Smith of Montana State University and the American Enterprise Institute cherry-picks data to emphasize that current inflation-adjusted prices are still above those in prior periods, but this ignores the fact that it takes time to cut the cost of production, especially when there is a lag in the price decline of farmland.It is true that most of the large farms producing a majority of the food have favorable debt...
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
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.