World Perspectives

Transatlantic Glue

China understandably responded harshly to the Biden Administration’s sharp increase in tariffs on EV’s and components. However, there is not much that Beijing can do about it except retaliate. The EU already shared Washington’s angst about China undermining Western industries and now Brussels is worried that if it fails to match actions by Washington, it will only increase the volume that the Middle Kingdom dumps on Europe.  However, the German and French governments appear to be split on how to respond. The French endorsed Washington’s actions and believe that Europe should replicate the tariffs. Germany is not yet on board since it has a larger share of its companies operating in China. French President Emman...

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The Cold Storage report for January showed that red meat and poultry supplies rose from the month ending December, but total supplies are down from a year ago and well below the 5-year average. Total supplies were 1.878 billion pounds, down 2.5 percent from a year ago. This indicates a tighteni...

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Cold Storage Report: Up over Last Month, Down on the Year

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Hog and Pork Outlook

The recent volatility in lean hog futures — from fresh contract highs at the end of January to the dramatic early-February selloff — has many in the industry (and WPI clients) wondering what will happen next. WPI’s latest analysis indicates that while pork demand remains stron...

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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.

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