Category: Analysis

Last week, Brazilian soybean exports to China increased slightly, but remain under 1 million tons as the export program winds down. US soybean exports to China were down slightly but remain high at 756k tons. Brazilian shipments of sorghum to China continue, with 281k tons last week. Brazil has now exported 800k tons to China,… Continue reading US soybean exports to China continue; Brazil sorghum exports hit new peak

Temperatures were mixed over the past week, with most of China being warmer than average, but central and northeastern China being close to average or cooler than average. From September 29 to October 3, there were rains in Liaoning and Jilin, which delayed harvest. Conditions in northern China have remained good for harvest. There were… Continue reading Weather conditions remain positive as harvest progresses

Progress of the autumn harvest is 35% as of October 6, according to the Ministry of Agriculture. The southwest is nearly 70% complete, the middle and lower reaches of the Yangtze River is nearly 50%, north China and the northwest are over 40%, and the northeast is over 10%.

Autumn harvest progress exceeded 30% as of October 1, according to the latest update from the Ministry of Agriculture. This is slightly faster than last year’s harvest pace. By region, the southwest is at nearly 70%, the middle and lower reaches of the Yangtze River are at 45%, northern China is over 30%, the northwest… Continue reading Harvest progress exceeds 30%

Monthly rainfall through September 27 was 50.2mm (1.98 inches) which was 17.1% less than normal. Autumn rains in western China started on September 15, which was 13 days later than normal. The number of typhoons in September was lower than average. Temperatures were higher than average at 10.8°C (51°F), which was 0.9°C (1.8°F) higher than… Continue reading Weather service warns of flooding risk in October outlook due to El Niño

Piglet prices continued to fall last week and made new lows. For the price series from the Ministry of Agriculture, this is the lowest price since at least Q3 2018, with prices falling another 2.0% last week, and are now down 30.5% year on year. Live hog prices were down 1.0% last week. Price tracking… Continue reading Protein price update: Piglet prices fall continues, beef and milk rise

The Ministry of Commerce announced that beef imports from Brazil reached 100% of the quantity allowed under the import quotas. The Ministry of Commerce announced that the limit had been reached on September 29, and the 55% import tariff would go into effect at midnight on October 1. In 2026, Brazil had a quota of… Continue reading Ministry of Commerce announced 55% tariff on Brazilian beef

Harvest progress is nearly 20% complete. In the southwest, over half has been harvested. In the middle and lower reaches of the Yangtze River, more than 30% has been harvested. The Ministry of Agriculture notes that some areas have experienced rainfall which disrupted harvest, but “various regions are working diligently to harvest crops”.

The State Council and Ministry of Agriculture held a press conference discussing the situation in agriculture and government efforts under the current Five-Year Plan. The ministry said that acreage is expected to increase steadily this year and especially increase for corn. Flooding has been a bigger issue than drought this year, but they said that… Continue reading Ag Min notes increase in corn area in press briefing

Brazilian soybean exports last week fell below 1 million tons for the first time this season as the export program winds down. Through the end of September, soybean shipments to China based on lineup data are at 74.3 million tons, up 0.8% year on year. Shipments from the US increased, with 807k tons shipped from… Continue reading US soy exports to China hit highest since January