Supply Chain Situation; G7 Dreams; Job Killer Last week the Biden Administration issued partial results from analysis of critical supply chains under Presidential Policy Directive 21. The first tranche covered semiconductors, batteries, critical materials, and pharmaceuticals. The research now switches to six critical industrial base sectors, with one of them including agricultural commodities and food products. That report is not due until 24 February 2022. However, one of the recommendations in the first report was the creation of a Supply Chain Disruptions Task Force to focus on discontinuity between supply and demand. That task force would include the Secretary of Agriculture. G7 Dreams The G7 said it is seeking WTO reforms tha...
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.
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...