War on Chinese Consumers China’s National Grain & Oil Information Centre (CNGOIC) is honest and forthright as it reported this week that soymeal prices have surged on fears of an escalating U.S.-China trade war. The graphs below document the rise in soybean and soymeal prices. The result is that farmers have reduced their use of meal, which will adversely impact the production of China’s most important source of protein – pork. Chinese consumers are lamenting the prospective loss of other imports from cheap wheat flour to Harley Davidson motorcycles, but nothing risks greater political backlash in the Middle Kingdom than messing with pork consumption.
War on EU Farmers Farmers in the U.S., Brazil and Argen...
What You Need to Know Today: Brazilian President Luiz Inácio Lula da Silva secured reelection on Sunday, defeating right-wing Senator Flávio Bolsonaro despite trailing in the first round of voting. The surprise victory triggered a sharp selloff in Brazilian financial market...
The 2026 midterm elections are a week from tomorrow, but early voting has been taking place for weeks. At stake is control of Congress, including the House of Representatives, where all 435 seats are contested, and the Senate, where approximately one-third of the seats are up for election. Farm...
Key Takeaways: Total U.S. crop acres (excluding hay) are forecast to expand fractionally this year due to greater oilseed crop and winter wheat plantings. One of the key drivers of this year’s crop outlook is input costs, and crops with a lower cost profile have an advantage in producers...
