As WPI readers will be fully aware, there has recently been a flood of discussion about tariffs facing U.S. agricultural exports and imports. To date, WPI has been dissatisfied with the presentation of the timeline of these tariffs and evaluation of the full duties U.S. exports face entering foreign markets. Much of the popular press has been focused on citing the most recent tariff change without disclosing what rates were at various points recently or their cumulative total. Too, the media have also taken the route of simply highlighting value of exports subject to tariffs, which is interesting if one wants to know the total value at risk from the trade war. These statistics are not, however, useful in any way for calculating the total co...
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...