World Perspectives

Noise as China Faces 2025

Trade WarPost the November U.S. election, the focus has been on preparing for an inevitable trade war with the U.S. China has increased government reserve stocks and increased imports from Brazil. Traders worked to get ahead of the new Trump tariffs with Chinese exports in December jumping 10.7 percent. Some argue that China is already winning the industrial trade war. Its exports in 2024 reached nearly $1 trillion. A study by Rabobank says that retaliation by China to President-elect Donald Trump’s tariff plan will cause the price of soybeans to drop $1.50 - $2.00/bushel and will result in 5 million acres fewer soybeans being planted. It assumes China imposes a 25 percent tariff on all imports from grain and oilseeds from the U.S. Chi...

Related Articles

China Market Analysis

Bilateral Postponement The upcoming meeting between President Trump and Chinese leader Xi Jinping is being delayed about “a month or so” at the request of Trump. He says he needs the time to focus on the war in Iran. Chinese leaders may also benefit from the extra time to assess the...

China Ag Purchases; Tariffs and More

China Ag Purchases The market reacted today to suggestions that President Trump will delay his planned trip to China at the end of the month due to the war in Iran. The excuse is somewhat of a surprise considering this President is usually hyper-multitasking. Soybean investors took it hard, but...

Administration Takes Aim at Fertilizer Prices

The war in Iran is impacting not only crude oil prices but also fertilizer prices. It is a supply issue, and thus the Treasury Department has announced new waivers for Venezuela to provide price relief and reduce the threat of shortages. It is not clear, however, whether this will be enough to...

China Market Analysis

Bilateral Postponement The upcoming meeting between President Trump and Chinese leader Xi Jinping is being delayed about “a month or so” at the request of Trump. He says he needs the time to focus on the war in Iran. Chinese leaders may also benefit from the extra time to assess the...

China Ag Purchases; Tariffs and More

China Ag Purchases The market reacted today to suggestions that President Trump will delay his planned trip to China at the end of the month due to the war in Iran. The excuse is somewhat of a surprise considering this President is usually hyper-multitasking. Soybean investors took it hard, but...

Administration Takes Aim at Fertilizer Prices

The war in Iran is impacting not only crude oil prices but also fertilizer prices. It is a supply issue, and thus the Treasury Department has announced new waivers for Venezuela to provide price relief and reduce the threat of shortages. It is not clear, however, whether this will be enough to...

USTR Announces Multiple Section 301 Investigations

United States Trade Representative (USTR) Jamieson Greer on Wednesday announced the initiation of investigations regarding the “acts, policies, and practices” of various countries under Section 301(b) of the Trade Act of 1974 relating to structural excess capacity and production in...

Image
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.

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up