Considering China Situation Impact Hog producers are awaiting a breakthrough in prices while packers’ margins remain high. The promise of increased exports has not made its way to the hog market – at least not yet. So, what is the outlook? The situation is the reverse from back in August. Packer margins in late summer hit their lowest since China and Mexico imposed retaliatory tariffs on U.S. pork, and hog prices rallied on anticipation of a breakthrough deal with China. This has all been driven on the speculation of when a breakthrough on China trade would take effect given the ASF influenced supply and demand situation there. According to Sterling Marketing’s Profit Tracker margins, last week farrow-to-finish po...
What You Need to Know Today: Record biofuel demand continues to support soyoil values, as EIA data show that May soyoil usage as a biofuel feedstock reached a record 1.434 billion pounds. The latest data reinforces the strength of renewable fuel demand and helps explain ongoing investment in a...
A bipartisan group of 26 lawmakers, led by Representative David Valadao (R-CA), sent a letter to House Speaker Mike Johnson (R-Louisiana) and House Agriculture Committee Chair GT Thompson (R-Pennsylvania) requesting that $5 billion of the temporary economic assistance for farmers go toward spec...
Key Takeaways: Soyoil consumption as a biofuel feedstock climbed to a record 1.434 billion pounds in May, setting a new all-time monthly high. Improved 45Z policy clarity in February 2026 has supported stronger soyoil demand from the biofuel sector by providing producers with greater certainty...
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.