Vlad-atility is volatility caused when the market places too much value in what Vladimir Putin might be implying. Yesterday’s commodity lows were aspirational based (or fear based for bulls) as Russia briefly signaled a kinder gentler war. Today there was the realization of what a wrongful notion that is. There were many other things swirling in today’s virtual trading pits. Perhaps the least understood is again Vlad-atility. Russia is threatening to force payment for its oil and gas in rubles instead of dollars or euros. And it mentioned thoughts of a similar policy for its fertilizer and grain. The Europeans said no, that would violate the contract with Russia, and Germany announced step one of three in its emergency pl...
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.