The market is facing many knowns and unknowns. How President Trump’s tariff war will proceed is top among the unknowns, though it cannot be good until it is over. Now the President is threatening 200 percent tariffs on EU wines and liquor if Brussels does not drop its retaliatory duty on whisky. This is going to heat up fast. And it isn’t just U.S. agriculture feeling the impact. Europe’s FEFAC fears that the EU’s retaliatory tariffs on American grain and oilseeds will increase feed costs. Becoming clearer is the scale of South America’s production. The Rosario Grains Exchange adjusted its estimates for Argentine corn and soybeans lower, but Conab increased its outlook for Brazil’s production. Back...
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
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.