An assessment completed for several European agricultural organizations indicates costs to the EU feed and livestock industries would increase by up to 2.8 billion euros if all EU member countries were to opt out of using GM soy. Large Export Inspections Last Week Yesterday’s USDA export inspections report indicated 2,364,665 MT of soybeans were inspected for export last week, a 29 percent increase over the previous week’s 1,831,696 MT. 1,522,974 MT were inspected for China or 64.4 percent of the overall total. It appears inspections of containerized shipments totaled 75,101 MT. Inspections of shipments headed to the EU totaled 186,681 MT. USDA also indicated it inspected a shipment of 759 MT destined to Cambodia and 832 MT to be shipped...
What You Need to Know Today: After a period of limited activity, USDA reported a sizeable 613 KMT in soybean export sales, including 330 KMT to China and 283 KMT to unknown destinations, potentially also China. The purchases represent a meaningful pickup in demand and bring China closer to ful...
The Trump import plan for 300,000 MT of beef supplies used for ground beef, i.e., lean trim, from September through November has, according to Secretary Brooke Rollins, brought some relief to beef prices. The Executive Order states that the Secretary of Agriculture will analyze and review the m...
Key Takeaways: Texas illustrates the assumptions underlying the 2025 FMMO reform; Idaho exposes their limitations. The Southwest order blend (roughly 27 percent Class I, 32 percent Class III and 31 percent Class IV) exposes Texas producers to every lever USDA adjusted, with a near-neutral proj...
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.