Breaking: U.S. President Trump Announces Reciprocal Tariffs
Brett Stuart & Simon Quilty President Trump outlined his plan to impose global reciprocal tariffs. These are to be enacted at midnight tonight. He will impose a 10% baseline tariff…
Breaking: China Updates PORK and POULTRY Company Registrations (CIFER), but not BEEF yet
Over the weekend China’s GACC (General Administration of Customs of the People's Republic of China), China’s customs agency updated renewals for all pork and poultry entities that had expired on…
Breaking: China Updates PORK and POULTRY Company Registrations (CIFER), but not BEEF yet
Over the weekend China’s GACC (General Administration of Customs of the People's Republic of China), China’s customs agency updated renewals for all pork and poultry entities that had expired on…
Breaking: China Updates SOME Company Registrations (CIFER)
Brett Stuart & Simon Quilty Some previously expired U.S. exporting entities saw their export eligibility renewed in China’s CIFER (food exporter eligibility system) today. But many more remain at risk…
Breaking: China Updates SOME Company Registrations (CIFER)
Brett Stuart & Simon Quilty Some previously expired U.S. exporting entities saw their export eligibility renewed in China’s CIFER (food exporter eligibility system) today. But many more remain at risk…
Update – 893 US licenses for China expire this Sunday with no sign of renewal yet
This coming Sunday is the official date for US licenses for China to be renewed. So far none have been issued. Below is an interview Brett Stuart did on ABC…
Breaking: Mexico to Receive a Tariff Extension, Tariff Updates
Brett Stuart Current situation: Mexico is being granted another one-month exemption on tariffs (all goods). Canada was not mentioned. Some new tariff news today – Trump’s commerce secretary Howard Lutnick…
Breaking: Mexico to Receive a Tariff Extension, Tariff Updates
Brett Stuart Current situation: Mexico is being granted another one-month exemption on tariffs (all goods). Canada was not mentioned. Some new tariff news today – Trump’s commerce secretary Howard Lutnick…
A/ Analysis—Liquidation is not a dirty word as Australia’s cattle herd and flock shrinkage continues
Simon Quilty Yesterday, ABS released the fourth quarter slaughter and production figures for Australia’s cattle and sheep industries. Both numbers were no surprise, with ongoing liquidation occurring across both sectors.…
Where is the US beef cycle at? Is the commencement of the US rebuild imminent?
Understanding the state of the US cattle cycle is absolutely critical to position for one of the most predictable cycles in global agriculture markets. To maintain production, the US market…