The March Hogs and Pigs report offered the industry a much-needed look at what the supply situation is and is likely to be for the coming year. As WPI readers likely already know, the report showed that all-hogs and pigs inventories were essentially equal to last year’s numbers with market hog inventories and farrowing intentions for the next two quarters coming in slightly below year-ago values. In light of these new numbers, WPI has updated our long-term (i.e., full-year 2025) outlook for the hog and pork markets. Briefly, our models anticipate that strong pork demand in Q1 and Q2 in conjunction with lower production will create a price-supportive environment. In LH 2025, pork demand will look similar to 2024 levels, but weaker slau...
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.