Syngenta, Yara shipments may have dropped ahead of farm supply rush April 2, 2020 Farm suppliers in the U.S. have accelerated shipments to beat the spread of coronavirus disruptions to the agricultural sector. Nutrien’s CEO, Chuck Magro, stated the firm is “forward-placing a lot faster” than normal, with food security later this year depending on planting activity in the co... Read more →
Yara, Mosaic May Have Bigger Hormuz Exposure in Brazil Than Petrobras January 13, 2020 New U.S. sanctions against Iranian exports of metals and other products, combined with a widening reluctance of commodity shippers such as Petrobras to navigate the Straits of Hormuz may make life more complex for the Brazilian economy. While the Middle East only represents 1.0% of Brazil’s oi... Read more →
Panjiva Daily: Who pays for Trump’s latest trade war escalation; Puma sprints away from China August 2, 2019 The Trump administration’s latest round of tariffs will capture consumer goods phones, PCs, toys and apparel from Sept. 1 – consumers will likely pay the price in higher inflation, with an earlier peak season for shipping also likely. Puma is cutting its exposure to China. Also: Yara, Mosaic h... Read more →