Unsustainable Bears At least seven factors in the modern era prevent agriculture from falling to the historic construct of a long-term bear market following a bullish period. The Global Economy versus Oil Prices and the U.S. Dollar The U.S. oil boom and an appreciating U.S. dollar are helping to put the squeeze on the global economy. Low Price Conditions: Yesterday versus Today Market conditions have changed such that grain and oilseed prices are unlikely to remain low for prolonged periods of time. Soybean Prices Headed South The past eight years saw record growth in global soybean demand, but the recent sharp decline in prices is the market's way of signaling farmers to slow or reduce plantings. Commodity Market Review Weather an...
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.
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...