Band-Aids Promoted Countries continue to meet in Geneva in an effort to find agreement on the food security proposal from the G33 developing countries. The goal is to adopt something at the ministerial meeting in Bali in December. The G33 wants additional policy flexibility (read protectionism) in order to manage their centralized food subsidy programs. The end game is some kind of compromise over policy space (e.g. ability to veer from current trade disciplines), and safeguards or constraint mechanisms to reduce the accompanying market distortions. However, the whole discussion involves salving the symptoms rather than curing the underlying disease prevalent in most of the G33 countries – poor governance and too many constraints on th...
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.
Key Takeaways: Dry bulk markets are mixed with Capesize rates seeing solid gains while Panamax values slipped on a growing tonnage list. Supramax and Handysize vessels were stronger, though all sectors remain vulnerable to the seasonal dip in rates through Q4 and into Q1. Falling water l...
WPI Grain Prices and Freight Rate App Note: you can also visit the app directly by clicking here. Supplemental Information The section below offers a concise view of the options available in the current version of the WPI FOB Price and Freight Rate app, along with a short “How To”...
Key Takeaways: India is excluding sugarcane juice, sugar syrup, and B-heavy molasses from its 2026/27 fuel ethanol procurement program to protect domestic sugar supplies, potentially shifting additional demand toward corn and rice. India’s corn consumption for ethanol has surged from jus...