World Perspectives

India’s Rise; Critic versus Constructionist

India’s Rise The world’s largest democracy has refused to criticize or disengage from Russia’s autocratic regime. Prime Minister Narendra Modi is playing his country’s power card between Russia and the U.S. The Biden Administration will pour on a full-court press this year to win the competition. Biden and Modi will meet at this summer’s Quad (Australia, India, Japan, USA) meeting in Sydney, and at the G20 meeting in India. The White House is also working on an invitation for Modi to visit the U.S.  The calculus is that India is now the most populace country, but also one of the poorest. It has a lower per capita GDP than Vietnam, Indonesia, or the Philippines. Russia supplies arms and oil to India, but...

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New, Old Approach; Scale Assault; Bumpy Road

New, Old Approach Having had its broad IEEPA approach to applying global tariffs shot down by the High Court, USTR announced yesterday that it is launching Section 301 investigations against 16 countries for unfair trading practices. Unlike IEEPA, Section 301 of the Trade Act of 1974 has a long...

soy-oilseeds

WASDE Soybeans - Mar 2026

USDA’s outlook for 2025/26 U.S. soybeans had increased imports and crush, but ending stocks remained unchanged from last month.  The average annual soybean price is projected unchanged at $10.20 per bushel. The soybean meal price is increased by $5 per short ton to $300. The soybean...

China Market Analysis

Iran War The U.S. and Israeli attacks on Iran are said to complicate the visit later this month by President Trump to China. As an ally of Iran and a major purchaser of its oil, China has an acute interest in the current war. It is especially being harmed by the shutdown of the Strait of Hormuz...

New, Old Approach; Scale Assault; Bumpy Road

New, Old Approach Having had its broad IEEPA approach to applying global tariffs shot down by the High Court, USTR announced yesterday that it is launching Section 301 investigations against 16 countries for unfair trading practices. Unlike IEEPA, Section 301 of the Trade Act of 1974 has a long...

soy-oilseeds

WASDE Soybeans - Mar 2026

USDA’s outlook for 2025/26 U.S. soybeans had increased imports and crush, but ending stocks remained unchanged from last month.  The average annual soybean price is projected unchanged at $10.20 per bushel. The soybean meal price is increased by $5 per short ton to $300. The soybean...

China Market Analysis

Iran War The U.S. and Israeli attacks on Iran are said to complicate the visit later this month by President Trump to China. As an ally of Iran and a major purchaser of its oil, China has an acute interest in the current war. It is especially being harmed by the shutdown of the Strait of Hormuz...

Economic Outlook for 2026

The January jobs report surprised to the upside, coming in at 172,000 new jobs, well above the consensus expectation of 68,000. However, the February report showed jobs falling by 86,000, far off the consensus expectation of a gain of 60,000. This loss was driven by education, leisure and hospi...

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From WPI Consulting

Illuminating the value of technical research

On behalf of a commodity producer organization, WPI evaluated the outputs from a project that featured a $5 million investment into technical research over multiple years. WPI’s team captured the results of this extensive effort and synthesized them for presentation to the organization’s governing board; among the findings uncovered and presented for the first time was the development of genomic traits proven, via rigorous testing, to provide crop yield advantages of 50 percent or more to U.S. farmers in times of drought. Capturing measurable results from long-term efforts can be challenging. Educating clients on the dynamics of success measurement when quantifiable results are not readily available requires deep client-consultant collaboration and an ability to consider both near- and long-term client aspirations with market/policy dynamics – attributes that WPI brings to every consulting engagement.

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