|
Post by sigurdur on Nov 6, 2019 13:25:00 GMT
China knows this, President Trump knows this. It is a huge bargaining chip.
|
|
|
Post by gridley on Nov 10, 2019 13:43:55 GMT
Some things are written in stone. CHINA WILL IMPORT FOOD. Lots of food. Sadly, it looks like the US will too. :-(
|
|
|
Post by nautonnier on Nov 10, 2019 15:05:30 GMT
Some things are written in stone. CHINA WILL IMPORT FOOD. Lots of food. Sadly, it looks like the US will too. :-( I think that worldwide all politicians will find that they have been relying on being able to 'import food' from each others' countries. The Chinese have already spotted this and removed limits on food imports for example on beef. They intend to get their 'imports' fixed before the shelves empty. We may be moving into a time of less plenty.
|
|
|
Post by nonentropic on Nov 10, 2019 17:59:49 GMT
but not for the farmers revenue tends to rise even if volume falls.
|
|
|
Post by missouriboy on Nov 10, 2019 20:58:36 GMT
WASDE November, 2019 report was supposed to be out yesterday or today, but I don't see it yet.
|
|
|
Post by Ratty on Nov 11, 2019 2:07:10 GMT
Records reached in October export numbersChina bought 31,000 tonnes swt of Australian beef last month – their largest month ever. China are now 75% above 2018 volumes on a year-to-October basis. With only two months left in the year, China could possibly pip Japan for the title of top export destination by volume (based on the next two months of exports being similar to October).
Mutton exports to China jumped dramatically in October, up 43% on the previous month to hit 12,000 tonnes swt. China accounted for 60% of all mutton exports last month; a remarkable increase on their 2018 average of 31% as the impact of African Swine Fever continues to be felt.If it ever rains again, we might be able to keep providing.
|
|
|
Post by missouriboy on Nov 15, 2019 1:51:54 GMT
So ... pork futures are going up while pig futures are going down.
|
|
|
Post by missouriboy on Nov 15, 2019 1:56:39 GMT
AND STILL NO WASDE REPORT FOR NOVEMBER, 2019. That I can find.
|
|
|
Post by sigurdur on Nov 15, 2019 4:50:14 GMT
AND STILL NO WASDE REPORT FOR NOVEMBER, 2019. That I can find. It came out. I will see if I can find a link. Slight drawdown in world stocks. US corn production cut, soys left about the same, wheat stocks down a little.
|
|
|
Post by sigurdur on Nov 15, 2019 4:51:53 GMT
|
|
|
Post by missouriboy on Nov 15, 2019 5:53:42 GMT
AND STILL NO WASDE REPORT FOR NOVEMBER, 2019. That I can find. It came out. I will see if I can find a link. Slight drawdown in world stocks. US corn production cut, soys left about the same, wheat stocks down a little. Do you believe them?
|
|
|
Post by sigurdur on Nov 15, 2019 13:50:06 GMT
The numbers are usually about 2-3 months behind reality.
|
|
|
Post by sigurdur on Nov 15, 2019 15:39:38 GMT
China needs food. That is their weak spot. The main reason they have invested so much money in Brazil.
It is a mistake for anyone not to recognize the agricultural potential left there. China can no longer buy land, yet they are encouraged to invest in infrastructure, which is Brazil's weakness.
|
|
|
Post by nonentropic on Nov 15, 2019 17:27:24 GMT
China is also very big. They need a lot of food but with energy from nuclear, water is suddenly no constraint.
They are producing a lot of food domestically and even a significant amount for export.
They do understand the concept of a diversified supply chain and with food two hemispheres is better than one.
NZ and the US food producers are at the mercy of a lot of forces and Trump did you no favours when he indicated to the Chinese that domestic production is strategically better.
|
|
|
Post by Ratty on Nov 17, 2019 0:10:06 GMT
I hope she's low methane, low carbon.
|
|