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X @Bloomberg
Bloomberg· 2026-03-20 15:06
The arid Persian Gulf is hardly the world’s breadbasket. Yet the conflict in the region is sending shockwaves through the global food industry — from growers to packaging firms and distributors — with major implications for food security and living standards. Eleanor Thornber explains https://t.co/f9oY8PAE4h ...
X @BBC News (World)
BBC News (World)· 2026-03-20 00:09
Desperate for food drought-stricken Kenyans turn to the gingerbread tree https://t.co/WAiR44gmAx ...
Valmont Industries, Inc. (VMI) Presents at JPMorgan Industrials Conference 2026 Transcript
Seeking Alpha· 2026-03-17 21:32
PresentationTomohiko SanoJPMorgan Chase & Co, Research Division All right. Good afternoon, everyone. Thank you for joining Valmont Industries sessions. This is Tomohiko Sano, SMID cap industrials analyst at JPMorgan. With me, we have Avner Applbaum, President and CEO; Thomas Liguori, Executive Vice President and CFO, Renee Campbell, SVP, Capital Markets and Risk. So thank you, Avner, Tom and Renee for joining today. So before we begin, I want to highlight why Valmont Industries is such a key participant of ...
X @Bloomberg
Bloomberg· 2026-03-14 00:34
Food crops are becoming increasingly vulnerable to the energy supply crunch caused by war in the Middle East, with farmers across Asia and Europe facing a scarcity of fuel needed to operate essential machinery https://t.co/cOPrVOmLST ...
Explainer: What China's next five-year plan may hold in store for commodity markets
Reuters· 2026-03-03 06:00
Climate and Power - China's next five-year plan is expected to emphasize tighter controls on carbon emissions, with a commitment to peak emissions by 2030, although specific levels are not defined [1] - The plan will likely continue the massive rollout of renewable energy, focusing on transmission lines and green energy consumption targets to enhance grid integration and reduce energy waste [1] - Analysts do not anticipate a strong stance against coal-fired generation, as the current plan has seen record construction due to past power shortages [1] Oil and Gas - Domestic oil production reached a record last year, and the next five-year plan may indicate how Beijing plans to address the anticipated peak in oil consumption [1] - The National Energy Administration has suggested that the upcoming plan should aim for a peak in oil consumption [1] - Natural gas is projected to remain a priority, with expected average annual growth of 5% during the next plan period according to Sinopec and CNPC researchers [1] Critical Minerals - China's control over rare earths has been leveraged in trade negotiations, and the next five-year plan may provide insights into how China will respond to the U.S. and allies' efforts to build alternative supply chains [1] - There is a focus on domestic production and stockpiling of critical minerals, with proposals for a commercial stockpiling system for copper announced recently [1] - New policies may emerge regarding the scrap market, as China has established a state-backed group to consolidate this sector [1] Overcapacity - The plan will address overcapacity issues in various industries, including steel and copper, with potential stricter regulations on new or replacement capacity linked to carbon emissions [1] - There has been ongoing discussion about overcapacity in copper smelters and refiners, indicating that policymakers may take further action [1] Food Security - China's agricultural sector is expected to see increased efforts to enhance scale and technological sophistication, aiming to reduce reliance on imported soybeans and grains [1] - The future of genetically modified crops will be a focal point, as adoption has been limited due to high costs and resistance from farmers and consumers [1] - Analysts will monitor initiatives aimed at diversifying import sources and reducing the use of imported grains in animal feed [1]
X @Nick Szabo
Nick Szabo· 2026-03-02 07:42
RT Ryan Grim (@ryangrim)Israel using the war as a pretext to stop all food shipments into Gaza ...
What if we could eliminate food insecurity in CT? | Caty Poole | TEDxProspect Hill
TEDx Talks· 2026-02-17 17:50
Good evening. >> What if we could put our local food pantries out of business? >> Yes. >> This sounds radical, even a little uncomfortable, but stay with me here. What if these spaces instead of being a repository for overprocessed and commoditized foods became the heartbeat of our communities? What if they were places where food was gathered, preserved, and shared? Where local farmers could convert their fresh produce into items that would sustain them through the winter? What if community came together no ...
Smithfield Foods to Build New State-of-the-Art Processing Facility in Sioux Falls, South Dakota
Globenewswire· 2026-02-16 16:15
Core Viewpoint - Smithfield Foods, Inc. is initiating the approval process for a new state-of-the-art packaged meats and fresh pork processing facility in Sioux Falls, South Dakota, representing a significant investment in American agriculture [1][4]. Investment Details - The proposed investment is estimated to be up to $1.3 billion over the next three years, contingent on securing necessary permits and regulatory approvals [4]. - The new facility will replace Smithfield's existing plant, which has been operational for over 100 years and currently employs 3,200 people, contributing $200 million in wages annually [1][4]. Facility Features - The new facility will be the most modern of its kind in the U.S., featuring highly efficient process flow, advanced automation technology, and a streamlined design, aimed at enhancing efficiency in fresh pork and high-value packaged meats operations [5]. Community and Economic Impact - The facility is expected to support independent hog farmers, corn and soybean producers, and other agricultural sectors in South Dakota, thereby strengthening the local economy [6]. - Local officials, including South Dakota Governor Larry Rhoden and Sioux Falls Mayor Paul TenHaken, have expressed that this investment will revitalize the downtown area and create significant job opportunities [7]. Timeline - Site work for the new facility is expected to begin in spring 2026, with initial groundbreaking anticipated in the first half of 2027, and production expected to commence by the end of 2028 [7].
I know what you grew last summer | Steve Shirtliffe | TEDxUniversityofSaskatchewan
TEDx Talks· 2026-02-10 17:54
I'm from a farm in southern Manitoba. Here's a photo of it back in 1982. I was just out of high school and this picture was taken.This picture was taken by a spy satellite that nobody even knew existed at that time. It was a cold war era keyhole spy satellite that belonged to the US government. And they spent most of their time taking pictures of the USSR and China.But even back then, for whatever reason, that day, they were taking images of southern Manitoba. An executive order by Clinton in 1995 declassif ...
JBS adds to Middle East presence with Oman venture
Yahoo Finance· 2026-02-09 12:04
Core Insights - JBS is establishing a joint venture in Oman with Oman Food Capital to enhance its manufacturing presence in the Middle East [1][2] - The venture will consolidate two production assets in Oman, focusing on poultry and meat processing [2][3] Group 1: Investment Details - JBS will invest $150 million in equity for an 80% stake in the joint venture, while Oman Food Capital will hold the remaining 20% [2] - The investment will primarily support the completion of A'Namaa's poultry plant and Al Bashayer's beef and lamb processing facility [3] Group 2: Production Capacity and Goals - The venture aims for a static industrial production capacity of approximately 300,000 tonnes per year, translating to daily processing of about 1,000 cattle, 5,000 lambs, and 600,000 chickens [4] - Production at the beef and lamb facility is expected to commence within six months, while the poultry site is set to start operations within a year [5] Group 3: Strategic Objectives - The initiative aligns with Oman's Vision 2040 program, which aims to diversify the economy and ensure food security for the population [3] - The venture will position Oman as a center for halal product production suitable for export to various markets [4]