Food as National Security Journalists like Greg Ip and Noah Smith have identified the West’s trifecta of tools to counter China: industrial policy, export controls, and tariffs. They note another needed factor, unified western economics, but acknowledge it is difficult to achieve. Other factors mentioned include AI, drones, and the overall military strength. Left out of the equation is any mention of food. U.S. farmers have asked the Biden Administration to leave food out of the fight with Beijing, but they will still be collateral damage. Now European farmers are realizing that they too will fall victim when Brussels imposes tariffs on Chinese made EV’s. But food sales to China by both the U.S. and Europe have already d...
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.