Taming the Commodity Cycle Instead of reducing the biofuel mandate, policymakers need to make it a countercyclical approach to balancing supply and demand. Exporters Will Drive the Broiler Sector Among the major proteins, the U.S. poultry sector (especially broiler production) is poised to recover most quickly and will benefit from expanded export demand. Soy Price Outlook is Bearish, But Far from Certain After several years of a very bullish market for soybeans and soybean products, the trend appears to be shifting quickly to a bearish one. Pricing Dynamics in Commodity Futures Are Different Than Other Investments Growing global demand for commodities and substantial returns enticed numerous intuitional investors into trading commod...
Key Market Insights The broad market is locked in on this week’s Trump-Xi meeting in Beijing, but this is no longer just a trade summit. Increasingly, the meeting is becoming tied directly to Iran, energy security, and the growing global economic fallout from disruptions through the Strai...
From WPI Consulting
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.