Kill a Competitor Polling shows that former Brazilian President Luix Inácio Lula da Silva will beat the incumbent, Jair Bolsonaro, in the upcoming 2 October election. U.S. farmers would do well to support his campaign. He and his deputy, Geraldo Alckman, have pledged full support to the so-called Landless Movement, or Movimento dos Trabalhadores Rurais Sem Terra (MST). This is the group that supports squatters or land occupations and has declared agribusiness as “the enemy of the Brazilian people.” They argue that soybeans are also the “enemy of Brazil” and their policy goal is not large exports but peasant agriculture to “produce healthy food” and fulfill social goals rather than seeking “p...
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
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.