President Trump’s trade war taught other countries a lesson – that the U.S. is not a reliable trading partner. China is now boosting corn imports from Brazil to diversify and ensure supplies. Western nations are said to be decoupling from China to dampen the Middle Kingdom’s advantage as a state-run monopoly. Now the West may be using its market superiority to punish Russia but ultimately lose its dominance. The West will refuse to provide insurance, trade finance and shipping for Russian oil unless it is priced between $65-70/barrel. Russia has refused to sell oil to countries adhering to the price limits and countries like China and India are calculating ways around the restriction. It will not be pretty to start. There...
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
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.