It’s been an interesting week with the following highlights: - USDA’s $12 billion farm rescue plan (income redistribution) didn’t find many supporters. Details of how the cash will be spread around are still very sketchy. Even some of the major commodity groups continue to suggest that before spending money foolishly, the administration should be patient and see how these markets develop or, more importantly, re-engage to solve the China trade dispute. - Everyone has suddenly become soybean and protein meal experts. There is no lack of articles and opinions on the ultimate impact of China’s tariffs on the U.S. soybean market. One opinion circulating this week suggested that Russia, Ukraine, Brazil and India, etc. w...
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
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.