China’s consumption of animal protein is changing fast due to the impact of ASF on its swine herd. While some estimates are that up to a half of the hogs will be gone due to the disease, at least a 30 percent reduction seems plausible. Prices for poultry and other alternatives are up and the question is whether China’s livestock sector is facing a permanent or just temporary realignment. In 2016 with 18.8 percent of the world’s population, China consumed over half the world’s pork but just 14.3 percent of global poultry supplies and 11 percent of beef. The realignment question is important because of its impact on global feed supplies. Producing poultry meat rather than pork is nearly five times more efficient on a...
What You Need to Know Today: Crude oil prices extended their rally today, supported by several developments, including escalating Houthi attacks on Saudi Arabian oil infrastructure and growing concerns about supply disruptions. The Trump administration is reportedly preparing to remove 50 perc...
USDA released its October Cattle on Feed report Friday, showing 11.4 million cattle in feedlots with capacity for 1,000 head or more, slightly below last year. September placements were the lowest for the month since records began in 1996, marking the third consecutive month of placements sett...
Total Red Meat & Poultry September 2026 total red meat and poultry stocks totaled 1.97 billion pounds, down 1.4 percent from August despite typically increasing 0.8 percent during the month, and were 1.5 percent below September 2025 levels. The decline pushed total inventories to a new five...
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.