GI’s for EV’s Europe’s leaders’ real concern when meeting with their Chinese counterparts last week was not the growing trade deficit generally, but specifically the flood of imported Chinese built electric vehicles. China provides subsidies for their manufacture, and the EU provides subsidies for their purchase. At the same time, Europe’s incumbent car makers are way behind the curve in building a reliable and competitive EV fleet. Worse, if China emasculates the European car industry which is 7 percent of manufacturing, it removes part of the flexibility for Europe to crossover into arms manufacturing to fend of Russia. When this was happening to EU food production, Brussels created geographic indicat...
What You Need to Know Today: There has already been a strong run of flash soybean sales announcements in recent weeks, but more than 1.4 MMT reported this morning is an exceptionally large single-day total with major implications for the market. If the sales to China and unknown destinations w...
On Friday, at 6:57 AM, President Donald Trump announced, via a social media post, a 90-day window during which up to 300,000 metric tons of product for ground beef could be imported outside of tariff-rate quotas—a move aimed at bringing down costs for American consumers. This is the secon...
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.