The Food Chain
- Brazil's beef ban kicks off in 67 days. Dairy prices cratering through 2027. Wild Alaskan salmon peaking right now. Coca-Cola earnings today set the sector tone.
- JBS in a Dutch court, PPWR live in 16 days, and Russian seafood quietly dropped — three stories, one pattern.
- Four shocks. One invoice. None of them due yet.
- Plus: Brazil meat mania & the seafood tariff that got cheaper but costs you more!
- PLUS: Bonus in-depth report on the impact of the looming oil & food crisis.
- How the 2026 Energy Crisis Is Threatening the Global Food Supply Chain
- PLUS: Gen Z drinking rates • $17+ billion beef packer class action • Trump's tariffs exempt seafood • Mars closure • Restaurant cost cutting • Grocery meat sales decline.
- Trump's 50% tariff escalation collides with Red Sea disruptions and energy shocks. The result: margin collapse for exporters and price volatility across your supply chain.
- One outbreak exposed your vulnerabilities. One retailer is rewriting margin economics. One country just collapsed your global cost structure. Here's what hits your budget next.
- War-risk premiums land on food cargo, cattle's record losing streak, and US grocery volumes keep falling.
- Who actually made money in food this year? 4 winners. 4 losers. 1 uncomfortable truth.
- Live commodities, company shares, indices & forex across the entire food value chain — updated every minute. Free, no login.
- Food delivery's biggest deal ever outside China, a grain rally with a healthy crop behind it, reefer chaos from Le Havre to Cape Town — and England just age-gated an entire category.
- Why wheat hit a 17-month while the crops just fine, one container jams Europe's second-busiest port & Bayer turns a Supreme Court win into a farm-lobby revolt.
- SPECIAL REPORT: Rabobank has upgraded its 2026 global poultry growth forecast to 3–3.5% after Q1…
- PLUS Reefer rates increase, Walmart's price war while 42% of restaurant aren't making money & bird flu updates.
- As mid-July brings a flurry of market-moving data, our latest insights cover the tightening global grain stocks, the impact of rising freight volatility on F&B supply chains, and the major regulatory shifts unfolding at the USDA.
- From permanently rerouted shipping networks to a shuttered snack plant, record beef export values and a USDA data correction that erased 90% of reported sales — today's edition is about an industry recalibrating its assumptions in real time.
- A friendly corn cut sends grains higher, PepsiCo splits the market's verdict and Hormuz keeps squeezing the world's food lanes & the latest on a $1.65bn grocery deal.
- The week's essential briefing across the F&B value chain — farm to freight.