WASDE Projections The September World Agricultural Supply and Demand Estimates Report (WASDE) was released this morning. It projected production growth for the rest of the year across the line for animal proteins with a drop across the board for at least the first six months of 2014.Beef: 2013 production is raised, based on culling both cows and bulls. For 2014, the first two quarters of the year see reduced production as more animals stay in feedlots. The last two quarters see increased production at slightly lighter carcass weights as cattle numbers begin to expand.Pork: 2013 production is raised on carcass weights. For 2014, pork production levels are held steady, but that could change in two weeks when USDA releases the results of...
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.
What You Need to Know Today: U.S. weather is getting more attention this week as conditions vary greatly across the western, central, and eastern corn belts, with the different regions battling dryness and too much rain simultaneously. The ProFarmer Crop Tour began today in Indiana and Nebrask...
Unlike the 2022 fertilizer shock, today’s disruption is rooted less in rerouted trade flows and more in damaged production capacity, raw material constraints and uncertain recovery timelines. That makes this a longer-duration risk for U.S. agricultural producers and retailers who must sec...