World Perspectives

Pandorra’s Tariff Box

This is not a defense of tariffs or the tariff war, but a discussion about strategy and asymmetry. Since Mr. Trump announced his reciprocal tariff plan (trade war) in April, most news articles have focused on the adverse impacts to Americans. Consumers would pay the cost and speculation was rife that this self-inflicted wound would lead to a recession. Tariffs are bad, end of story. Now the conversation has shifted to the likelihood that the Supreme Court will strike down the President’s tariff-making authority, and what a pickle of a problem it will be returning potentially $2 trillion to their rightful owners. That would seem to be the consumers based on the aforementioned armchair analysis!  Largely missing from the earlier di...

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From WPI Consulting

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.

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