The U.S. grain export industry – and the transportation sector broadly – are increasingly concerned about the USTR’s proposed Section 301 measures in connection to the “Investigation of China's Targeting of the Maritime, Logistics, and Shipbuilding Sectors for Dominance”. The proposed action promises massive fees to be applied to Chinese-built vessels docking in U.S. ports. The proposal has several conceptual flaws and will likely inflict costs on U.S. consumers and producers. Further, the measure will likely act as a taxpayer-funded subsidy to the South Korean and Japanese shipbuilding sectors and South American and Black Sea grain industries. The White House’s newly proposed Office of Shipbuilding also...
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.
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...