With soybean and soy product exports frequently in the headlines amid the ongoing tariff and policy shifts from Washington, examining export trends is increasingly important. Thursday’s updated Export Sales report from the USDA offered some interesting statistics for these markets, and WPI offers our examination of these trends and an outlook for what the rest of 2025/26 holds. Soybeans U.S. soybean exports are down 32 percent YTD, due to a massive 68 percent reduction in shipments to China. Exports to other countries are up sharply, as non-China buyers took advantage of the U.S.’s price competitiveness (before the January–February rally), and shipments to Mexico, Egypt, Japan, and Bangladesh are up sharply this year...
What You Need to Know Today: The U.S. dollar continued to strengthen Thursday as persistent inflation reinforced expectations for additional Federal Reserve interest rate hikes. Higher Treasury yields have helped support the dollar, potentially reducing the competitiveness of U.S. agricultural...
In yesterday’s WASDE, USDA reduced its overall red meat and poultry production forecast for 2026 as declines in beef and broiler output more than offset increases in pork and turkey production. Fourth-quarter beef production was revised downward because of slower fed cattle marketings and...
Key Takeaways: Dry bulk freight markets were stronger this week, but the rally was uneven and due to divergent dynamics across basins and vessel classes. Panamax markets were broadly higher, but Atlantic grain demand was primarily responsible while Asian activity was subdued. That trend...
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.