Beans and Gas The EU agreed to buy more soybeans and liquified natural gas (LNG) from the U.S. Nothing reflects the EU better playing Trump for a fool than this part of the agreement. Juncker doesn’t buy soybeans, and EU businesses will only buy these products if they are competitively priced. American LNG won’t be competitive once Germany’s Nord Stream II pipeline is completed to Russia, and South American soybeans will once again dominate the EU market after China lifts its punitive tariffs on U.S. supplies. TTIP Redux A bilateral trade agreement was tried before in the Transatlantic Trade and Investment Partnership (TTIP) negotiations and failed. When asked for the reason for that failure, a former Obama administrati...
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.