Submit comment or question
Note: All comments are displayed with user's screen name. If screen name is not present, user's full name will be used. Please go to My Account to update your screen name.
Comment Policy: Urner Barry has made the comment feature available to encourage further discussion of our news stories. Defamatory or offensive comments, or comments deemed not relevant to the story will be removed, and if necessary, Urner Barry may restrict the right of individual subscribers to offer comments. In all cases, comments represent opinions of the poster only, and do not represent fact, news, opinions or estimates put forward by Urner Barry.
Email Address is required. Password is required.
Tariff Talks 2025: Expana’s Weekly Rundown #30
Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #30."
This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.
...
On October 7, US President Trump and Canadian Prime Minister Carney met in the White House. The possibility a US-Canadian trade deal was a main topic of discussion...
Trump Teases Lula Meeting; Implications for Global Beef, Coffee Markets
On October 6, US President Trump teased an upcoming meeting with the Brazilian President via Truth Social. The current tariff expense for doing trade between the two countries has reorganized the flow of beef and stifled coffee trade, for example. Individuals involved in these markets and beyond are waiting to see if US tariffs on Brazil will be revised.
“This morning, I had a very good telephone call with President Lula, of Brazil. We discussed many things, but it was mostly focused on the Economy, and Trade, between..."
Tariff Talks 2025: Expana's Weekly Rundown #29
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #29."
On September 29, the US placed 50% tariffs on imports of timber, lumber, and their derivative products, according to the US Presidential Action.
Also starting October 1, the US will be imposing 100%...
Trump Claims He Will Meet With Lula; No Date Yet
On Tuesday in New York, US President Trump gave remarks to the United Nations General Assembly, via the White House live stream. At the end of his remarks, Trump began speaking about tariffs--disclosing that he'd be meeting with Brazilian President Lula in the coming week(s).
"Brazil now faces major tariffs in response to its unprecedented efforts to interfere in the rights and freedoms of our American citizens and others," started Trump who alluded to the conviction of former Brazilian President Bolsonaro and about unfair trade between the US and Brazil...
ANALYSIS: Chinese Authorities Arrive in Brazil for Audit with a Plan to Resume Chicken Exports
Brazil’s poultry industry is navigating a critical juncture, marked by the resumption of exports to the European Union (EU) (in late-September 2025) and an ongoing Chinese audit that could determine the future of poultry trade with its largest chicken importer. Approximately 11% of Brazilian chicken meat exports were destined to China in 2024.
A technical team from China has arrived in Brazil to assess the country’s sanitary and phytosanitary control systems in the wake of the Avian Influenza (AI)...
Tariff Talks 2025: Expana's Weekly Rundown #28
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #28."
On Tuesday in New York, US President Trump gave remarks to the United Nations General Assembly, via the White House live stream...
Tariff Talks 2025: Expana's Weekly Rundown #27
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #27."
US tariff revenue may be used to fund the nation’s farmers, reported Reuters about an interview between Agriculture Secretary Rollins and the Financial Times...
ANALYSIS: How Brazil’s Beef Trade Adjusts to US Tariffs So Far
Contrary to expectations that US tariffs on Brazilian goods implemented in early August would sharply curb trade, Brazil’s beef exports posted only a modest contraction last month. According to data from the Ministry of Development, Industry, Trade, and Services, fresh beef shipments totaled 268,563 mt in August, down 2.8% from the record 276,879 mt in July but still 23.5% higher YOY.
As anticipated, exports to the United States halved MOM to 6,500 mt, representing an even steeper YOY decline of 57.4%. Despite the sharp...
Tariff Talks 2025: Expana's Weekly Rundown #26
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #26."
Despite 50% tariffs remaining on Brazil and India, the Indian Prime Minister Modi and US President Trump expressed positivity that the respective trade teams would reach a deal, according to their latest social media...
ANALYSIS: EU Lifts Avian Influenza Ban on Brazilian Poultry
Following Brazil’s submission of detailed epidemiological data, the European Commission (EC) stated that the information was sufficient to confirm the country’s disease-free status. As a result, the EC, in coordination with EU Member States, will begin lifting bans and progressively reinstate access for all previously authorized export regions.
Trade data highlights the importance of this decision for both sides. Between January and June 2025, the EU imported 125,300 tons of chicken meat from Brazil, up by 20.8% year-on-year...
Tariff Talks 2025: Expana's Weekly Rundown #25
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #25."
In the States, a federal appeals court ruled that US President Trump’s use of global tariffs exceeded presidential authority, but they remain active until at least October 14, 2025...
NCBA Testifies at Trade Hearing Investigation on Brazil
Urges US Trade Officials to Hold Brazil Accountable for Unfair Practices
National Cattlemen’s Beef Association (NCBA) Executive Director of Government Affairs Kent Bacus testified at a Section 301 investigation hearing regarding Brazil’s trade practices. The hearing, convened by the Office of the U.S. Trade Representative and held at the U.S. International Trade Commission, examined the Brazilian government’s trade policies and actions for unreasonable, discriminatory harm to U.S. commerce. NCBA focused attention on Brazil’s restrictions on U.S. beef and our long-standing concerns with the...
Tariff Talks 2025: Expana's Weekly Rundown #24
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #24."
On August 22, Canadian Prime Minister Carney dropped most retaliatory tariffs on US products, beginning September 1, reported Expana in an article that suggested the move may help soothe trade relations...
Tariff Talks 2025: Expana's Weekly Rundown #23
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #23."
This week, tariff news took a bit of a backseat to US President Trump’s dealings with Russian President Putin in Alaska—along with President Trump’s meeting with many European leaders...
Tariff Talks 2025: Expana's Weekly Rundown #22
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #22."
The timeline for tariff negotiations between the US and China trade teams has been extended for another 90 days—moving the deadline to November 10, according to a White House fact sheet...
Brazil Seeks Increasing Agricultural Exports To Central America and The Caribbean
Brazil has started a diplomatic mission to Central America and the Caribbean with the objective of strengthening Brazilian agricultural trade, the Ministry of Agriculture and Livestock (Mapa) said on Wednesday.
The meetings across the region will try to increase technical collaboration and expand Brazilian agricultural trade. Mapa also stated these meetings will serve to coordinate with the countries of the region to participate in the 23rd Inter-American Board of Agriculture (IABA), which Brazil will host in Brasília in November...
Tariff Talks 2025: Expana's Weekly Rundown #21
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #21."
On August 6, US President Trump issued an executive order that imposes a new 25% additional ad valorem tariff on imports from India into the States, effective 21 days after the White House announcement...
China Extends Antidumping Investigation on Imported Beef to November 2025
China’s antidumping investigation into imported beef will be extended until November 26, 2025, the latest announcement by China’s Ministry of Commerce (MOFCOM) stated.
Originally set to conclude in August, it will now be extended by three months “due to the large workload and complex case,” as per Announcement No. 38.
The MOFCOM began the investigation on December 27, 2024, following a request from China’s Animal Agriculture Association and nine industry associations representing major beef-producing areas on behalf of the domestic beef sector...
Tariff Talks 2025: Expana's Weekly Rundown #20
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #20."
As of July 27, the United States and the European Union reached a trade agreement: The US will charge a 15% tariff on all imports across-the-board from the coalition of countries...
White House Unveils 40% Additional Tariffs on Brazilian Imports; Orange Juice, Nuts Spared
On the afternoon of July 30, Brazil was assigned an additional 40% tariff rate, according to a White House statement. US President Trump invoked the International Emergency Economic Powers Act (IEEPA) which will add to the current baseline 10% tariff on foreign good imported to the US. However, Trump teased upping that rate for ~200 countries where a trade deal would not make sense to negotiate. For now, it’s clear that 40% is in addition to any currently applicable US tariff...
Tariff Talks 2025: Expana's Weekly Rundown #19
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #19."
ANALYSIS: China’s Meat Imports Pull Back 2.8% YOY to 3.20M mt in 1H 2025
China imported 3,201,497 metric tons (mt) of meat, including variety meats, in the first half of 2025, down 2.84% (93,721 mt) from the same period last year, according to preliminary data from the General Administration of Customs (GACC).
China’s uneven economic recovery kept pressure on consumer spending, with sluggish demand in the dining sector continuing to weigh on import growth. Rising domestic production also contributed to limiting import volumes.
Government efforts to rein in extravagant official spending have cast a shadow over premium dining...
The New "Coke of America”?
Call it bipartisan, call it good taste... US President Donald Trump’s latest truth may be exciting nostalgic beverage enthusiasts from left, to center, and right. The President is calling for cane sugar in US Coke cans and bottles going forward.
“I have been speaking to Coca-Cola about using REAL Cane Sugar in Coke in the United States, and they have agreed to do so,” wrote Trump. “I’d like to thank all of those in authority at Coca-Cola. This will be a very good move by them — You’ll see. It’s just better!”
Letters to Brazil: Trump Cites "Witch Hunt" While Charging 50% Tariff
US President Trump has charged 50% tariffs on Brazilian imports to the States, according to a letter to Brazilian President Lula.
This week, reciprocal tariffs were re-announced in the form of letters from the US Trump administration to trading partners who could not reach a deal within the previously granted 90-day pause. And what a fun week it's been for tariffs' "watchers on the wall."
Letters to 22 trading partners were sent with new tariff rates that will be implemented on August 1...
ADM to Close Animal Nutrition Plant in Minas Gerais, Brazil
ADM is planning to close an animal nutrition plant in Três Corações, Minas Gerais, Brazil, in the next 90 days. The plant mainly produces pet food.
At least 780 people could be made redundant, said the President of the Municipal Council of Três Corações, Wesley Dardaque in an official letter.
Workers were informed of the closure on July 15.
ADM shared the following statement with Expana: "ADM is always assessing its portfolio as we focus globally on strategic simplification to ensure we’re operating the right assets to meet customer
FEATURED STORIES
ANALYSIS: Jumbo Boneless Breast Market Ends Q3 on a Rollercoaster of Prices
ANALYSIS: Low US Slaughter Drives New Seasonal Pattern in Chuck Rolls
ANALYSIS: A 2021 Pattern Emerges for the US Choice Cutout in 2025
ANALYSIS: Fresh 90s Ranges Drop Into Competition With Imported 90% Items
ANALYSIS: EU Egg Market Tightens Amid Widespread Bird Flu Outbreaks