The attached PDF shows WPI's summary analysis and interpretation for the latest Cold Storage report, published 22 October 2020 by the USDA. Briefly, the data show the meat and livestock industry is recovering from the supply-tightening effects covid-19 shutdowns this spring but also that strong exports are working against stocks-rebuilding efforts. WPI views the data as bullish pork and hog prices and, to a lesser extent, beef and cattle as well. Poultry stocks remain high, which will pressure prices but spur consumer demand...
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.