World Perspectives

Reprieve on Emissions Data; IPEF Launch; GMO Wheat

Reprieve on Emissions Data At the request of U.S. farm groups, the Securities and Exchange Commission (SEC) has extended the deadline for public comments on its proposed rule, “The Enhancement and Standardization of Climate Related Disclosures for Investors.” The Commission wants publicly traded companies to report to shareholders certain climate-related information covering their entire supply chain. This means that originators and food processors would demand this information from farmers, which would be both a cost burden, and importantly, a potential liability. Farmers know that data is the camel’s nose under the tent, though emissions data from feedlots has not yet been used to regulate them. However, the SEC’s...

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Market Commentary: General Equilibrium with Weather and War

Outside markets continued their reversal higher following the rescission of President Trump’s tariff threats against Europe. Ukraine’s grain exports are stymied by Russian attacks, with both sides seemingly inching forward on talks, but a survey of former diplomats shows 80 percent...

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2026 Outlook: Market Home Runs Unlikely, Use Risk Management to Stay at Bat This Year

With the spring planting effort just around the corner, producers and traders are starting to get a handle on the outlook for the coming marketing year. That outlook suffered a bit of a shock following the January WASDE report, as USDA reiterated the large-supply narrative for U.S. and world gr...

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Livestock Roundup: Cattle on Feed Preview

USDA’s monthly Cattle on Feed report for January will be released tomorrow. Analysts’ pre-report consensus estimates are for the total inventory on feed to be 96.8 percent of last year, with the range of estimates between 96 and 97.6 percent of 1 January 2024. Those estimates imply...

feed-grains soy-oilseeds wheat

Market Commentary: General Equilibrium with Weather and War

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feed-grains soy-oilseeds wheat

2026 Outlook: Market Home Runs Unlikely, Use Risk Management to Stay at Bat This Year

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Livestock Roundup: Cattle on Feed Preview

USDA’s monthly Cattle on Feed report for January will be released tomorrow. Analysts’ pre-report consensus estimates are for the total inventory on feed to be 96.8 percent of last year, with the range of estimates between 96 and 97.6 percent of 1 January 2024. Those estimates imply...

Transportation and Export Report - January 22, 2026

WPI is pleased to release the third week of the Transportation and Export Report, a weekly industry publication previously produced by ocean freight specialist Jay O’Neil. This report, which WPI recently acquired, will strengthen WPI’s coverage of global ocean freight markets by bui...

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From WPI Consulting

Forecasting developments in production agriculture

On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.

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