Regional News Ukraine’s 2022/23 grain exports now total 37.638 MMT, including 5.341 MMT shipped in March. The volume includes 12.88 MMT of wheat, 2.28 MMT of barley, and 22.16 MMT of corn. Bulgaria, Romania, and Poland are set to receive €56 million in compensation from the EU related to damages caused by Ukrainian exports on local markets. The awards are based on the impacts from Russia’s attacks on Ukraine and the partial loss of Ukrainian exports through the Black Sea. The EU Commission proposed to allocate €29.5 million to Poland, €16.75 million to Bulgaria, and €10.05 million to Romania. The three countries can match the level of EU Commission-provided funding without violating market suppo...
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...