Analysis – Page 3 – Sitonia Consulting

High temperatures and thunderstorm warnings

Large areas of Xinjiang, Gansu, and Sichuan saw high temperature warnings on Wednesday. Many areas saw temperatures exceeding 40C (104F). One weather station in Xinjiang set the record for the highest temperature this year, reaching 50C (122F). There was a yellow warning issued for severe thunderstorms in many areas of the country, but with northern… Continue reading High temperatures and thunderstorm warnings

Futures Recap

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Shipments to China

Soybean shipments from Brazil to China were slightly lower last week at 1.95 million tons. Through July 17, exports to China total 58.4 million tons based on lineup totals, up 3.5% year on year. Shipments from Argentina have been at a slower but steady pace. Grain shipments have continued, with Argentina shipping 190k tons in… Continue reading Shipments to China

June import tables

State media covers increasing risks to food security

Xinhua recently published an article discussing increased risks to food security. The piece, Global Food Security Faces Three Major “Gray Rhinos”, uses the term ‘Gray Rhino’, which has become popular among Chinese policymakers to refer to large but apparent risks. The piece cites increased risks due to the disruption of fertilizer supplies in the Middle… Continue reading State media covers increasing risks to food security

Soybean self-sufficiency study attracts media attention in China

A recent research paper received attention in Chinese state media for ways to increase China’s self-sufficiency in soybeans. The paper from researchers at China Agricultural University and the Chinese Academy of Agricultural Sciences calculates that China’s soybean self-sufficiency rate in 2022 has fallen to 17% and is projected to fall to 12% by 2050 without… Continue reading Soybean self-sufficiency study attracts media attention in China

Sinograin corn purchases remain small in July

Sinograin corn auctions were relatively steady last week, with 17 auctions. There was 127.37k tons listed and 52.3k tons, or 41%, were purchased by the market There were 3 rounds of corn procurement. The listed amount was 21.8k tons and 11.6k tons, or 53%, was purchased by Sinograin. There were 10 rounds of reserve rotation.… Continue reading Sinograin corn purchases remain small in July

Australia hits beef quota in June data; Brazil nearly at 80%

Australian beef imports hit 100% of the 2026 import quota according to the customs data from June, with imports at 205.5k tons. Total imports are at 1.53 million tons, filling 57% of the total quota in the first half of the year. Brazil has the largest quota and has filled 79% of the quota through… Continue reading Australia hits beef quota in June data; Brazil nearly at 80%

More rain expected for northeast, but high and dry conditions continue in NW

Over the past week, temperatures were 1-4C (1.8-7.2F) higher than normal, with areas of Xinjiang, Sichuan, and Chongqing seeing temperatures 4-6C (7.2-10.8F) higher than normal. These areas also saw minimal rains, ranging from 30-90% less than normal, accelerating soil moisture losses and impacting yields. Temperatures in the northeast and Inner Mongolia were 1-2C (1.8-3.6F) lower… Continue reading More rain expected for northeast, but high and dry conditions continue in NW

Hog feed production falls sharply since March on destocking efforts

Hog feed production in the first half of the year hit a record high, according to data from the China Feed Industry Association. Hog feed production was 83.5 million tons, up 7.9% year on year. Piglet feed production was the weakest-performing segment of hog feed, only growing by 1.1% year on year. Sow feed also… Continue reading Hog feed production falls sharply since March on destocking efforts