Competitive Advantage DimSum reports how scaled up techo-farms currently represent only 20 percent of Chinese agricultural production but much the way that scaling up pig farms created efficiencies, eventually other farms will follow if land laws get fixed. By contrast, scaled up farms in capitalist Europe and the U.S. get vilified. Worse, Pitchfork data shows that venture capital investment in foodtech startups is only one-third the level of last year. The decline is hitting everything from farm robots to fertilizer alternatives. Strife and Opportunity Forty-five percent of respondents to WPI’s last online survey feared that geopolitical strife will have modest impact on agricultural trade. However, a combined 45 percent ans...
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...