It's All About Logistics in Brazil Note: This is a continuation of our section about Brazil's logistical problem in last week's report (see WPI 27 March).When the farmers' goods finally arrived at Brazilian ports this year, the situation did not improve. During a normal year, ports have some free time between the end of the corn campaign and the beginning of the soybean campaign. Ports normally export corn until January, do maintenance in February and then handle soybeans. This year, however, was not the case. Corn vessels that had arrived at the end of January are still waiting to load. Terminals are now using space for corn instead of being fully dedicated to soybeans. Ports have no choice but to finish loading corn. At the moment, the...
Forecasting developments in production agriculture
On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.
What You Need to Know Today: Cattle futures extended their sharp selloff Friday as weakening cash cattle prices, deteriorating feedlot profitability, and reduced packer demand continued to weigh on the market. The inability of futures to sustain a rally following last week's bullish Cattle on...
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...