Moving Beyond Tariff Headlines and Managing Supply Chain Complexities - Agri-Food Americas

Marcel Goldenberg, Chief Market Reporting Officer for Food, Feed & Industrial at Expana, outlined key trends and challenges shaping commodity input markets, urging agri-food companies to adopt data-driven strategies to manage rising costs and supply chain complexities.   

Speaking at Agri-Food Americas 2025 in Chicago today, Goldenberg highlighted that the Producer Price Index (PPI) rose 2.7% year-on-year from August 2024 to August 2025. “Energy was up 5.2%, electricity up 6.3%, piped gas up by 7.1%, but some have dropped, like gasoline, fuel oil,” he said

Tariff Talks 2025: Expana's Weekly Rundown #27

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 #27."

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.

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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...

What's in the EU's Countermeasures to US tariffs?

The European Union could hit the United States with counter-tariffs on 93 billion euros ($109 billion) worth of U.S. goods if the two sides fail to reach a trade deal by Washington's August 1 deadline for imposing import levies.

The European Commission has prepared two sets of possible counter-tariffs, which would be combined into one and submitted for approval to EU members. They would not be imposed until August 7.

Here is a breakdown of the two packages:

EU COUNTERMEASURES TO STEEL, ALUMINIUM TARIFFS...

Mastering Market Volatility: 5 Minutes with Little Caesars’ Derek Nelson

In today’s volatile market, where shifts in agrifood commodity prices can significantly impact your bottom line, understanding and managing risk is paramount. Derek Nelson, Director of Commodity Risk & Analytics at Little Caesars, exemplifies this proactive approach in his role leading hedging operations for this global restaurant chain.

Ahead of his participation at Expana’s Agri-Food Americas event in September, Derek spoke with us to share insights into how a global brand navigates the complexities of dairy, grains, protein and energy markets...

China Capable of Ensuring Food, Energy Supply Even Without U.S. Imports: Official

China is able to ensure its grain and energy security even if it stops purchasing commodities from the United States, an official said Monday.

China's domestic grain reserves are abundant and its grain imports from the United States only accounted for a very small proportion of domestic consumption last year, said Zhao Chenxin, deputy head of the National Development and Reform Commission, in response to a media question on the impact of U.S. tariffs.

Zhao added that the grain imports from the United States were...