Oil versus Grain In the conflict with Russia, the G7+ has employed a cap on the price of petroleum. The goal is to reduce Russia’s export earnings and thus undermine its war effort. By contrast, the goal has been to help Ukraine, both with munitions and the EU waiving duties on that nation’s agricultural exports. While most of Ukraine’s exports have moved through the Black Sea grain corridor agreement, that is not an assured route and increasing volumes have moved westward through Poland, and or even south to Romania. But that has depressed prices for those nation’s farmers and there is discussion of reintroducing tariffs on Ukraine’s exports. An alternative is to better assist Ukraine’s grain exports, e...
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.