The second Trump administration has roiled global markets in just its first few weeks in office, with some of the biggest impacts coming from the application of tariffs against major trading partners. These tariffs have, as expected, been met with retaliation from Canada, Mexico, and China. Further complicating the global trade outlook has been China’s move to retaliate against tariffs from other non-U.S. trading partners, most notably Canada. As a major importer (and often the largest for a given product), China’s retaliatory tariffs against two major suppliers are of key interest to WPI readers. Some of these tariffs have been highly publicized and target markets with which WPI readers are already familiar (e.g., soybean...
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.