Repetition Doesn’t Make It Right Donald Trump is threatening more tariffs on imports from countries that he blames for conducting unfair practices. His proposed retaliation against China on its intellectual property practices may be so harsh that Beijing will be unable to just turn the other cheek. There are flaws in existing trade agreements and practices, but the administration’s messaging and remedies are, respectively, poor and destabilizing. By simply repeating the mantra “unfair,” Trump has managed to get a plurality (41 percent) in the latest Morning Consult/Politico survey to back his punitive steel tariffs, although over half think it will start a trade war. Next week U.S. Trade Representative Robe...
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.