Brazil exhausted its China beef quota on 29 September, triggering an additional 55% duty from 1 October. Fourth-quarter redirection is a risk to monitor, not yet a measured flow.
SovEcon estimates put September Russian and Ukrainian wheat shipments at about 2.7 million tonnes, 60% below a year earlier. Alternative routes cannot replace the missing port capacity.
SovEcon estimates put September Russian and Ukrainian wheat shipments at about 2.7 million tonnes, 60% below a year earlier. Alternative routes cannot replace the missing port capacity.
Washington and Beijing extended their trade truce to 10 January. Their new tariff discussions include agriculture, but no additional farm purchases have been promised.
The US-Canada dairy dispute has changed instrument. Canada answered the July Section 338 duties with counter-tariffs on C$27.6 billion (US$20 billion) of US goods on 8 September (Congressional Research Service, U.S. Tariffs on Canadian Imports…
President Trump signed an executive order on 4 September directing the US Department of Agriculture, in consultation with the US Trade Representative, to review its authorities related to mandatory country-of-origin labelling for beef, through both…
The 2026/27 US soybean marketing year opened 1 September, and USDA export sales data show China purchases running in the low hundreds of thousands of metric tons in the season's opening days — 192,000 MT and 202,000 MT confirmed in separate reports…
Ukrainian drone strikes have knocked all three major grain terminals at Novorossiysk offline, Russia's principal Black Sea export hub, compounding weeks of intensified attacks on shipping and port infrastructure on both sides of the conflict…
Three presidential proclamations signed on 20 July 2026 impose an additional 50% ad valorem duty on specified Canadian goods across motor vehicles, alcoholic beverages and dairy, each resting on Section 338 of the Tariff Act of 1930 (Office of the…
Edition 23 recorded that the sharpest Black Sea logistics disruption since 2017 had moved price without moving physical demand. That finding no longer holds. The USDA Foreign Agricultural Service post in Kyiv cut its forecast for Ukrainian corn…
State owned firms booked more than 2.4 million tonnes of US soybeans in a single week ahead of an expected September summit, while commercial importers keep sourcing Brazilian beans, making the pledge a state procurement exercise rather than a return of commercial demand.
US 2026/27 all wheat commitments stand at 6.92 million tonnes against 9.54 million a year earlier, with hard red winter down more than half, showing that the sharpest Black Sea logistics disruption since 2017 has moved price without moving physical demand toward the residual supplier.