As Global Agribusiness Partners reported in WPI’s China In-Country analysis yesterday, there is “uncertainty over the future outlook of China’s live hog” sector due to ASF “new limits by the central government on the transportation of live hogs.” China’s plan and forecast was to restore its hog herd and pork production this year. The new ASF incidence – or one or possibly two new variants – likely puts a lid on those plans and expectations. Production was forecast to be up 14 percent over 2020. As a result, pork imports were forecast to be down 15 percent to 4.5 MMT. The U.S. exports last year held a 16 percent market share, second behind the EU’s 41 percent market share (pr...
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
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.