Worse Before Better First China announced restrictions on rare earth exports, then President Trump announced 100 percent tariffs and software restrictions starting 1 November in retaliation, until he signaled everything was just a bad day. China then sanctioned a U.S. shipping subsidiary. Some in Europe want to shrink like a violet amidst all of this tit-for-tat positioning ahead of Trump – Xi negotiations but that just reinforces an already belittled view of Europe. USTR Jamison Greer seems to think Beijing knows it “overstepped” on the rare earths policy, but that is as flawed as thinking Trump always chickens out (TACO). It is a long and serious game in which U.S. farmers should prepare to see only cookie crumbs. ...
Accountability and a comprehensive approach to export programming
WPI’s team helped construct a strategic approach to develop, implement, and track promotional activities in 8 key regions across the globe for an agricultural export association. With continued progress measurement and strategic advisory services from WPI, the association has seen its ROI from investments in promotional programming increase by 44 percent over the past 5 years. Not only does this type of holistic approach to organizational strategy provide measurable results to track and analyze, it fosters top-down and bottom-up organizational accountability.
What You Need to Know Today: The Brazilian real surged to start the week after a surprise election result in which right-wing Flavio Bolsonaro won the first round of the election. The swing in the U.S. dollar/Brazilian real (USD/BRL) exchange rate caused soybeans to jump sharply higher in earl...
Key Takeaways: Harvest pressure is fundamentally a timing issue: supply arrives much faster than demand can adjust, creating temporary weakness that can occur across crops and regions. The intensity of that pressure depends less on crop size alone than on how quickly grain moves into the syste...
Pork packer margins closed out September as positive, marking an improvement in a challenging 2026. According to Sterling Marketing, for the week ending 26 September, pork packer margins were $6.98 per head, which is up from a loss of $0.13 the previous week, more than double the margin of $3.9...