World Perspectives
wheat

USA HRW Overpriced

Bloomberg cites UKRAgroConsult’s data showing that U.S. HRW wheat has been priced above competing sources (France, Russia, Ukraine, EU) for well more than a year. It notes that the U.S. is now importing wheat from Poland. This is occurring despite the U.S. having an overall surplus of wheat that is much higher than the rest of the world. In fact, the U.S. has long carried a large share of the world’s surplus wheat.  This might seem like apples and oranges since U.S. SRW is priced more like other global suppliers, but Europe produces mostly soft wheat. While soft and hard wheats have their own qualities uniquely tied to some specific uses, historically various wheats are blended to achieve specific outcomes at the most effi...

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On the campaign trail in 2024, then-candidate and now President-elect Donald Trump proposed to levy tariffs of 10 to 20 percent on all imports, and 60 percent on imports from China. Then on the week of Thanksgiving, that changed to 25 percent tariffs on Canada and Mexico, and an additional 10 p...

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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