Last week, due to the coincidental timing of the deal with Argentina and elections coming there on 26 October and with Javier Milei being a close ally of President Trump, we speculated that Trump’s plan for lowering beef prices relied, at least in part, on Argentine imports. On Sunday, Trump confirmed that imports from Argentina were a critical part of the mix. Of course, lowering beef prices in the U.S. would also result in lower U.S. cattle prices, which causes its own predicament. The National Cattlemen’s Beef Association (NCBA) has criticized that plan over “numerous concerns over importing more Argentine beef to lower prices for consumers.” Included among them are the “deeply unbalanced trade relationship&...
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.