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Category: Commentary

New ASF cases; Corn farmer sales jump; More fines on restaurants

China reported new African swine fever cases in Hebei province over the past weekend…

Published December 20, 2021
Categorized as Commentary Tagged premium

Packaged food company IPO; China buys more soybean, wheat cargoes

Packaged food company Xianmeilai is loooking to an IPO as demand for frozen food…

Published December 17, 2021
Categorized as Commentary Tagged premium

Muyuan downgrade; Dining behavior shift; Electricity demand

Credit rating of hog producing major Muyuan was downgraded…

Published December 16, 2021
Categorized as Commentary

Starbucks clampdown; Rising herbicide price; Covid case upticks

Starbucks’ food safety issue triggered a wider clampdown in China…

Published December 15, 2021
Categorized as Commentary

Bullish beef import outlook; More imported Omicron case

China’s beef import is expected to further grow as domestic supply lags…

Published December 14, 2021
Categorized as Commentary

Cold-chain in focus; high fertilizer price; cold snaps

Cold-chain company stocks surged as the industry gains increasing attention from the government…

Published December 13, 2021
Categorized as Commentary

Weekly breakdown – Corn prices, wheat auctions, crop condition; US net sales to China

Weekly breakdown Poor weather supports corn prices Corn prices in China were relatively stable to end the week with…

Published December 10, 2021
Categorized as Commentary

Seed tech is the new chip; China CPI; Covid whistle blowing

Equity prices for agricultural science and technology companies in China surged, Consumer inflation indicator in China rose in November…

Published December 9, 2021
Categorized as Commentary

China buys more 2022 new crop soy, corn quality uncertain, food inflation to rise

Chinese buyers booked more cargoes from Brazil for new crops, and the quality of corn crops in China remained…

Published December 8, 2021
Categorized as Commentary

Supply chain risks, rising wheat, and soy buying slows

New covid cases reported in key Chinese coastal city, fertilizer productions in China lag…

Published December 7, 2021
Categorized as Commentary

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