The U.S. drone strike on Major General Qassem Soleimani marked a change in U.S. policy toward Iran. For the past year or more, the Trump Administration has positioned its Iranian policy as a de-escalation of military conflict and an increase in economic sanctions, having pulled out of the Iran nuclear agreement and placing additional economic sanctions on Iran. The airstrike hit was a major change which has destabilized markets, injecting uncertainty moving forward. Following are a few thoughts from WPI’s expert contacts and former colleagues who follow the Middle East and crude markets closely. First, the markets have been relatively complacent in response, compared to what could have been the reaction. Two likely reaso...
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...
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.