World Perspectives

Wine over Beer; Bad Timing; PR Approach; Korean Hope

Wine over Beer Policymakers hoping to compel the citizenry into drastic actions to cut carbon emissions have poured cold water on their messaging with the current energy price spike. Now opponents are piling on with their own stark reminders of how cold literally kills. Winter cold still kills more people than heat, and those yearning to protect biodiversity must contend with the Latitudinal Diversity Gradient (LDG). Basically, biological diversity is greatest at the equator and declines sharply as geography moves to temperate zones. There are a few theories for LDG including the adverse impacts of climate harshness (cold) and variability (seasonal transitions). Wine connoisseurs note that grapes grow better in warmer climes whereas whisky...

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CFTC COT Report Analysis

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RVO Math Still Missing Some Key Factors, Affecting Planting Decisions?

The market is still waiting for the 2026-2027 required volume obligation (RVO) to be announced. The expectation is that it will come by the end of this month; the proposed rule was issued in June 2025, referred to as the “Set 2” rule because there are several proposals that are re-s...

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Market Commentary: Green Despite Many Obstacles

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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.

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