The Market The CBOT soy complex saw dramatic volatility over the past week due to the impact of U.S. tariffs against Canada, Mexico, and China and China’s retaliatory tariffs against U.S. soybeans. The tariffs have yet to substantially alter trade flows, though export sales and shipments were below week-ago values per the latest Export Sales report, but markets remain cautious about U.S. demand potential with large crops coming from South America this year. Active CBOT soybean futures are down 2 percent this week while soyoil futures are down 5 percent amid pronounced weakness in the energy complex. Soymeal, somewhat surprisingly, has risen 1 percent this week due to short-covering and a slight uptick in export and commercial de...
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.