大棚内绿意盎然。 西海新闻记者 吴予琴 文/图 12月23日，位于西宁市城中区总寨镇的总寨塬设施农业示范园区内，日光温室鳞次栉比。记者走进一座温 棚，暖意融融，一行行辣椒植株顺着牵引线茁壮生长，生机盎然。棚中央的智能大屏上，温度、土壤湿度、 光照强度等数据正以红色字体实时跳动，清晰显示棚内环境的细微变化。 "这正是我们大棚不一样的地方。"青海益舟网络科技有限公司负责人陈韵如介绍，"目前，总寨塬这8座大棚 都已完成智能数据服务体系的部署，已用大半年时间持续采集作物生长的各项数据，为下一步精准种植提供 扎实的科学支撑。" 单从外观看，这座大棚与其他地方的蔬菜大棚没两样，但仔细观察，便会发现架在半空的、插入土里的、分 布在沟垄各处的传感器。这些精密传感器正默默收集着作物生长的实时信息。 那么，这个高原智慧大棚的"云管家"究竟如何实现智能管理？走进大棚旁的控制室，智慧农业平台的大屏幕 上，显示着不同大棚内的实时监测数据。点开代表一号混凝土大棚的界面，土壤温度、水分、PH值，以及空 气湿度、光照度等数据一目了然，并持续上传云端。平台还同步显示着虫情监测、苗情图片、系统预警等信 息，构成一幅全面的作物生长数字图谱。 陈韵 ...

Core Viewpoint - The article discusses the recent trends in the precious metals market, particularly focusing on the shifts in fund positions as reported by the CFTC, highlighting the recovery of net long positions in palladium and the significant rise in silver prices, while also addressing the implications of potential interest rate changes by the Federal Reserve [2][27]. Group 1: Fund Positions and Market Trends - As of December 9, 2023, funds have increased their net long positions in various metals, with palladium finally recovering to a net long position after 164 weeks of being net short [2][7]. - Silver prices have surged by 132% this year, while the gold-silver ratio has dropped from 90.84 to 64.6, indicating a strong demand for physical silver [2][27]. - The net long position in silver has only increased by 66% year-to-date, suggesting that the rise in price is primarily driven by physical demand rather than speculative trading [2][27]. Group 2: Price Comparisons and Historical Context - Platinum has also seen a significant increase of 120% this year, but its valuation relative to silver is at a historical low, with one ounce of platinum currently able to exchange for only 29 ounces of silver [2][27]. - The article notes that historically, one ounce of platinum could be exchanged for over 60 ounces of silver, indicating that platinum is currently undervalued compared to silver [2][27]. Group 3: Federal Reserve and Economic Implications - The market is beginning to speculate on the possibility of the Federal Reserve starting to raise interest rates in 2027, despite current low probabilities [2][27]. - The article emphasizes the importance of monitoring the Federal Reserve's actions, particularly regarding interest rate changes, as they could significantly impact the ongoing commodity bull market [2][27]. - The likelihood of a rate cut in March 2024 has increased to 47%, and the probability for April has risen to 64.6%, indicating a shift in market expectations [26][27].

Industry Concern - American rice farmers face the risk of business failure due to unfair foreign competition [1] Company Initiative - 4Sisters Rice CEO Meryl Kennedy proposed a solution to the president regarding the issue of unfair foreign competition [1]

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Keir Starmer’s Labour government has raised the threshold for inheritance tax on agricultural property from £1 million to £2.5 million, a major concession in a long-running battle with British farmers https://t.co/1fRF87SjkL ...

All right, I want everyone to just take a moment. Um, take a moment and look down at your feet. I want you to picture what's below your feet and below that and below that and below that.And please stop before you come out on the other side of the world. What did you see. Dirt, roots, rocks, lava.Did anyone see a neatode. This horrifyingly adorable creature played a great part in the reason we are all alive right now. And I bet that most of you didn't know it existed and have been walking all over it your en ...

CALGARY, Alberta, Dec. 22, 2025 (GLOBE NEWSWIRE) -- FLINT Corp. ("FLINT" or the "Company") (TSX: FLNT) is pleased to announce that since the release of its third quarter results and the press release of October 28, 2025 announcing new contract awards and renewals that were estimated to generate approximately $320 million in backlog, FLINT is pleased to announce it has further secured new contract awards and renewals that are estimated to generate approximately $451 million of work across FLINT’s service off ...

Question #1: Has King Corn settled down for his long winter’s nap? My friend in the brokerage industry called recently and asked when I was going to break out this old saying. I thanked him for reminding me. I’ve been planning on writing about the evolution of my seasonal and price distribution analysis, two of the filters in Market Rule #3: Use filters to manage risk, but market events continue to pop up. As for corn’s seasonal tendencies during the winter quarter (December through February), while the Nat ...

Core Viewpoint - Vital Farms, Inc. (NASDAQ:VITL) is viewed as a small-cap stock with significant upside potential, despite recent price target reductions by analysts [1][3]. Group 1: Analyst Ratings and Price Targets - TD Cowen analyst Robert Moskow reduced the price target for Vital Farms from $59 to $44 while maintaining a Buy rating [1]. - Morgan Stanley also lowered its price target from $48 to $45 but kept an Overweight rating, citing an unexpected revenue guidance cut for 2025 as a concern [3]. Group 2: Financial Targets and Growth Strategy - Vital Farms set an ambitious sales target of $2 billion by 2030, supported by factors such as capacity unlocking, increased brand awareness, and expanded shelf space [2]. - The company aims for adjusted EBITDA margins of 15% to 17% by 2030 and gross margins of over 35% from 2025 to 2030, focusing on household penetration and brand loyalty [3]. Group 3: Market Position and Product Offering - Vital Farms specializes in packaging, marketing, and distributing pasture-raised butter, shell eggs, and other products, primarily targeting retail food service channels [4].

Summary of Key Points from the Conference Call Industry Overview - The focus is on the Latin American (LatAm) market, particularly regarding investment opportunities and risks in the region's economies and industries for 2026 [4][9][14]. Core Insights - **Investment Shift**: There is a significant potential for growth in LatAm markets after years of underperformance. Countries that transition from consumption and leverage to investment are expected to see the highest growth. Mexico is noted for its early advantage in nearshoring, while Brazil presents the best risk-reward scenario [4][9]. - **Policy Changes**: A shift away from populism towards fiscal responsibility is observed across several LatAm countries, which could lead to a new earnings cycle and improve the risk-reward balance for equity investors [13][14][17]. - **Equity Performance**: Brazilian equities have risen approximately 53% year-to-date and could increase another 20% while still being at a price-to-earnings (P/E) ratio of 10x. A policy shift could further reduce the cost of capital by 2-3 turns [9][20]. - **Investment Cycle**: The key to revitalizing LatAm economies is reigniting an investment cycle, which is essential for developing a new investment narrative. The current consumer cycle is seen as nearing its end, necessitating a focus on investment-led growth [18][20]. Country-Specific Insights - **Brazil**: Currently experiencing fiscal consolidation and policy confidence, with a focus on investment growth. The country is running out of fiscal road, and the investment narrative is crucial for future growth [18][20]. - **Mexico**: The USMCA negotiations are critical for the nearshoring narrative. The market has rallied significantly, but earnings growth remains muted, and the investment narrative is closely tied to USMCA developments [25][28]. - **Argentina**: Faces significant challenges with a weaker capital market but has potential for growth if an investment cycle can be established [4][9]. Risks and Challenges - **Consumer Cycle Limitations**: The consensus view suggests that the consumer cycle may be reaching its limits, and without meaningful fiscal consolidation and structural reforms, equities may continue to underperform [16][20]. - **USMCA Uncertainty**: The negotiations surrounding the USMCA are complex, and there is a material probability of a bear case scenario that could delay the nearshoring narrative and investment growth in Mexico [25][28][37]. - **Fintech Disruption**: In the banking sector, fintech companies are challenging traditional banks in Mexico, potentially leading to a significant reduction in profitability for incumbents if they are forced to raise deposit yields [87][97]. Investment Recommendations - **Equity Strategy**: The recommendation is to remain overweight in Brazil and Argentina, equal-weight in Mexico, and focus on sectors such as financial services, digitalization, energy, and nearshoring [23][70]. - **Cautious Approach**: A cautious stance is advised for agribusiness in Brazil due to current pressures on commodity prices and farmer margins, with a preference for selective exposure [74][80]. Conclusion - The LatAm market is at a pivotal point with potential for significant growth driven by policy shifts and investment cycles. However, challenges remain, particularly in the context of USMCA negotiations and the rise of fintech in the banking sector. Investors are encouraged to focus on sectors poised for growth while remaining cautious of the broader economic landscape [4][9][20][87].