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Global Agriculture Walks the Tightrope: Supply Gluts, Trade Wars, and the Tariff Theater
TL;DR Wheat: U.S. imports surge to a 7-year high, exports slump, and stocks swell - globally, we’re flush with grain but edging toward...
Apr 145 min read
Cotton Outlook Steady Domestically, While Global Stocks Rise on Weaker Demand
According to the USDA’s April 2024 update, the 2024/25 U.S. cotton outlook saw only minor adjustments this month, with exports trimmed...
Apr 142 min read
2025 Milk Outlook Raised on Higher Herds, But Prices Weaken Across Dairy Products
According to the USDA’s April 2024 update, the 2025 milk production outlook has been revised upward due to an increase in cow numbers and...
Apr 142 min read
U.S. Meat and Poultry Outlook Mixed for 2025 Amid Shifting Production, Tariff Pressures
According to the USDA's April 2024 update, the 2025 outlook for U.S. red meat and poultry presents a nuanced landscape with lower overall...
Apr 142 min read
U.S. Sugar Supplies Grow on Surging Imports Despite Dip in Domestic Output
The USDA’s April 2024 update on the FY 2024/25 U.S. sugar outlook highlights a notable increase in supply, driven by rising high-tier...
Apr 142 min read
Soybean Crush Expands in U.S. While Global Ending Stocks Climb Amid Production Revisions
According to the USDA’s April 2024 update, the 2024/25 soybean outlook reveals stronger domestic crush demand in the U.S., driven by...
Apr 142 min read
India Becomes Top Rice Producer as U.S. Exports Shrink and Domestic Use Hits Record High
According to the USDA's April 2024 update, the 2024/25 U.S. rice outlook reveals modestly reduced supplies and exports alongside a record...
Apr 142 min read
U.S. Corn Exports Surge While Global Ending Stocks Dip Amid Mixed Production Shifts
According to the USDA’s April 2024 update, the 2024/25 corn outlook for the U.S. shows a bullish trend in exports counterbalanced by...
Apr 142 min read
U.S. Wheat Imports Climb While Global Stocks Shrink to Lowest Since 2015
Based on the USDA's April 2024 Wheat Outlook report, the latest forecast for the 2024/25 wheat marketing year highlights shifting...
Apr 142 min read
While Wall Street Watches "The Nvidia", Tariffs Hammer Commodities From Corn to Copper
TL;DR Agriculture: US grain markets saw sharp volatility following new tariffs, spreading uncertainty to other regions like EU, Ukraine...
Apr 63 min read
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