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Geopolitics Sets the Price: China, Tariffs and the Black Sea Redraw the Grain Map
The China deal, a 13% tariff on U.S. soybeans and Black Sea bottlenecks are setting prices in 2026. What to watch before committing grain to a sale.
Exports
Record Cattle Prices, a Shrinking Herd and Screwworm: The Bill Global Beef Is Paying in 2026
Ground beef is up 57% in five years, the U.S. herd sits at a record low and screwworm is back. What the tight cattle cycle means for producers.
EUDR: With 30 December Closing In, Plot-Level Traceability Is No Longer Optional
From 30 December 2026, coffee, soy, beef and timber only enter the EU with origin proven by polygon. Here is what has to be ready before the deadline.
Brazil’s 2026/27 Soybean Crop: The Slowest Growth in Three Decades
Soybean area grows just 0.9% and output lands near 182 million tonnes in Brazil’s 2026/27 crop. What stalled the expansion and what it changes for growers.