Why Moo and No Squawk? Trade negotiations between Canada and the U.S. may not end for a while yet. President Trump does not believe he has yet to achieve maximum discomfort on the part of Ottawa (or Brussels, Beijing or Geneva). And he does not believe he maximizes his side of the bargain until the other side cries uncle. His assertion that an agreement with Canada will be “totally on our terms” may have been “leaked” or been intentional, but it is typical Trump bravado and the attitude forces USTR Robert Lighthizer to be an even more brutish negotiator. U.S. Secretary of Agriculture Sonny Perdue said that dairy is not the only agricultural dispute in negotiations with Canada, but it is the biggest one. It ca...
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.