The market is already talking about the potential for another record soybean crop in Brazil, months before it will be planted. That assumption is based on the prospect for a 5 percent or so increase in planted acres and favorable weather. The problem in Brazil hasn't been producing a crop, but transporting the yields. Interior storage and handling have also become major obstacles. Witness the fact that there are still vessel loading delays extending into months, not days or weeks. The issue of big crops is more than just moving them from farms to ports. Interior storage and handling have also become major obstacles.The government of Brazil took steps this week to address the storage dilemma. Brazil's agriculture minister anno...
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.
As predicted, the Federal Reserve held rates steady at the last meeting before the midterm elections, likely in part because of the election (see WPI 19 October and 22 September). The decision comes at the tail end of a midterm election cycle that has been marked by the two parties campaigning...
Key Takeaways: WPI’s new EU rapeseed crushing margin models point to weaker processing returns over the next four months due to higher rapeseed procurement costs and weaker product values. Statistical forecasts call for German crushing margins to decline from €181/MT to €...
Key Takeaways: The tariff burden rose sharply in 2025 and 2026: the effective rate on imports in HTS Chapters 1–24 increased from 1.53 percent in 2024 to 6.11 percent in 2025, before averaging 5.68 percent in January–August 2026. Headline rates tell only part of the story: exemptio...