Dissecting the Trade War Wrong Goal: During this past weekend’s bilateral negotiations, China offered to buy $70 billion worth of American farm, energy and other products – but only if the U.S. immediately reversed course on imposing tariffs. The Trump administration has declined, seeing the energy purchases as merely redirected trade from other buyers and understanding the near-term limits of farm export supplies. This is precisely why the negotiation should involve the concession of improved trading terms (reduced tariffs and nontariff barriers) and not micro-management of specific transactional outcomes. Wrong Coverage: Journalists like Margaret Brennan now regret the way they covered trade in the 2016 election. She says th...
What You Need to Know Today: Brazilian President Luiz Inácio Lula da Silva secured reelection on Sunday, defeating right-wing Senator Flávio Bolsonaro despite trailing in the first round of voting. The surprise victory triggered a sharp selloff in Brazilian financial market...
The 2026 midterm elections are a week from tomorrow, but early voting has been taking place for weeks. At stake is control of Congress, including the House of Representatives, where all 435 seats are contested, and the Senate, where approximately one-third of the seats are up for election. Farm...
Key Takeaways: Total U.S. crop acres (excluding hay) are forecast to expand fractionally this year due to greater oilseed crop and winter wheat plantings. One of the key drivers of this year’s crop outlook is input costs, and crops with a lower cost profile have an advantage in producers...
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.