World Perspectives

Pork Problems; COVID Profits; Technology’s Advantage

Pork Problems Bloomberg reports that surplus stocks of pork meat are piling up in Europe and especially in Germany as an outbreak of African Swine Fever has locked suppliers out of important export markets. Pig prices are reportedly down 40 percent since March and carcass values are the lowest since 2016. Moreover, it could be another year before disease management will enable exports to resume. However, the larger threat to the industry may be the rise of the Green Party in Germany. The Greens have the opportunity to win control of the government in elections in 2021 and in the past has been a proponent of policies such as the meat-free veggie days at the country’s canteens. Separately, organized labor and other groups are protesti...

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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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