Greens Whiff Farmers in Europe are upset with their policymakers. The French farmers union has just announced it backs the protests being made by German farm groups. Taking a page out of the Biden White House playbook, German Greens are blaming supermarkets for the troubles being faced by farmers. But the shifts rightward by various EU governments, the latest being President Macron in France, shows the lack of confidence that such a simple strategy will work. The latest red flag is being waived by Svein Tore Holsether, CEO of the Norwegian chemical company Yara. He notes that previous energy imports from Russia have been replaced by increased value-added products like fertilizer. The EU’s imports of nitrogen are up 34 percent, with a...
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...
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...
From WPI Consulting
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.