Transatlantic Protectionism III The EU issued its “Strategic Foresight” report and it lays the groundwork for potentially more protectionism. It declares Europe’s “economic sovereignty is at stake” due to imports from non-EU countries. It calls for new tools to preserve EU companies and critical assets. Meanwhile, there is little indication that U.S. trade policy will change even if Democratic candidate Joe Biden wins in November. Joe Biden’s trade policy looks a lot like Donald Trump’s trade policy. He has doubled down on Buy America requirements and interviews with foreign policy experts say that he will be politically constrained from removing the tariffs imposed by the Trump Administration.&nbs...
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.