Trans-Atlantic Trade “Talks” European Trade Commissioner Phil Hogan detailed a trans-Atlantic trade agenda for USTR Robert Lighthizer but parts of it aren’t likely going anywhere, at least not soon. He of course wants an agreement on Boeing/Airbus subsidies but that must await the final WTO word on any American illegalities. President Trump has not signaled any interest in backing away from his steel and aluminum tariffs or other products. However, there could be interest in expediting regulatory approvals and stockpiling reserve medical supplies. The missing component, at least based on the reporting, is the likely shared interest in addressing China’s distortions in both trade and governance. Any progress between...
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.