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X @Bloomberg
Bloomberg· 2025-09-11 04:42
China’s government has summoned its biggest pig breeders to discuss measures to cut production, in its latest move to tackle oversupply and bolster prices https://t.co/QA5E7Wdj1h ...
Federal Agricultural Mortgage (AGM) Update / Briefing Transcript
2025-09-03 16:02
Summary of Federal Agricultural Mortgage (AGM) Update / Briefing September 03, 2025 Industry Overview - The briefing focuses on the agricultural sector, specifically the USDA's farm income and wealth statistics for 2025, highlighting the financial health of farmers and the impact of government payments on farm income [80][81]. Key Points and Arguments 1. **USDA Data Release**: The USDA's revision for farm income is a significant event, with expectations of changes in net cash farm income and government payments [33][80]. 2. **Net Cash Farm Income Forecast**: The USDA forecasted net cash farm income for 2025 at $180.7 billion, representing a downward revision of approximately 5-7% from previous estimates [98][100]. 3. **Government Payments**: There is a notable decrease in government payments, with a drop of $3 billion, which may be attributed to timing issues and changes in program qualifications [116][119]. 4. **Crop and Livestock Performance**: - Livestock revenues are expected to increase significantly, particularly in beef and dairy sectors, while crop receipts remain largely unchanged from previous forecasts [113][115]. - The overall profitability across sectors shows livestock up slightly, while crops are down, reflecting market conditions [90]. 5. **Increased Costs**: - The USDA anticipates a $30 billion increase in cash expenses for farmers, driven by higher feed costs and interest expenses [122][128]. - Feed costs are projected to rise from $62 billion to over $68 billion, indicating increased financial pressure on farmers [125]. 6. **Debt Levels**: - Total debt is expected to rise by $30 billion in 2025, with real estate debt increasing significantly, reflecting higher borrowing needs among farmers [135][136]. - The debt-to-asset ratio may begin to rise, but remains below historical levels from the 1980s, indicating a relatively stable financial environment [146]. 7. **Market Sentiment**: Farmers are experiencing a shift in sentiment as they begin to see better-than-expected crop yields, leading to a more optimistic outlook despite lower prices [57][59]. Additional Important Insights 1. **Equity and Asset Values**: The USDA revised down the total value of real estate assets by $45 billion, despite an increase in farmland values, indicating a complex market dynamic [134]. 2. **Family Living Expenses**: Family living expenses are rising and may not decrease as quickly, contributing to overall financial strain on farmers [150][151]. 3. **Regional Variations**: There are regional differences in crop performance, with some areas, like the West Coast, seeing better prices for specific crops such as almonds [156]. This summary encapsulates the critical insights from the briefing, providing a comprehensive overview of the current state of the agricultural sector as reflected in the USDA's latest data.
“吉林梅花鹿”公用品牌标识首发 燃爆长春农博会首日
Nan Fang Nong Cun Bao· 2025-08-16 11:05
"吉林梅花鹿"公 用品牌标识首发 燃爆长春农博会 首日_南方+_南 方plus 0:00 / 1:23 (吉林梅花鹿品牌招商会暨公用品牌标识发布会,时长共1分23秒) "长白神鹿跃山 海,农博盛会启 新篇"。第二十 四届中国长春国 际农业·食品博 览会于8月15日 开幕。"吉林梅 花鹿"公用品牌 正式发布,标志 着吉林梅花鹿产 来自江浙沪、粤 港澳等地区的畜 牧部门及科研院 所相关领导、采 购客商代表100 余人现场参会, 4万余人次线 上"围观" 。 业品牌化发展道 路翻开新的篇 章。 在农博园国内精 品农业展厅(2 号馆),吉林省 畜牧业管理局精 心打造的"吉林 梅花鹿""吉牛中 国牛"主题展 区,汇聚了梅花 鹿、肉牛、生 猪、乳品等各类 优质畜产品,琳 琅满目。现场采 购商和消费者纷 纷驻足品鉴、洽 谈对接。 当日下午,在农 博园3号馆推介 场地,吉林省畜 牧业管理局采用 现场+直播的方 式,成功召 开"吉林梅花 鹿"品牌招商会 暨公用品牌标识 发布会,引来层 层围观。 吉林省畜牧业管 理局党组书记、 局长包青春出席 并做吉林梅花鹿 品牌招商推介。 辽源市东丰县委 常委、常务副县 长张军、长春市 双阳区 ...
发挥“开门办农业”枢纽作用,“媒体+”赋能广东“畜”势勃发
Nan Fang Nong Cun Bao· 2025-08-14 01:36
Core Viewpoint - The article emphasizes the role of media in empowering the livestock industry in Guangdong, focusing on safety production, green transformation, and high-quality development through innovative approaches [2][3][6]. Group 1: Training and Development - A training session on livestock safety production and media empowerment for high-quality development was held in Guangzhou on August 13 [3]. - The training covered various aspects such as livestock safety production, resource utilization of livestock waste, and the control and development of Guangdong's pig production capacity [5][6]. Group 2: Media Empowerment - The initiative aims to implement the "Media+" strategy to support the "Hundred Million Project" for agricultural market system construction from 2025 to 2027 [9]. - The media is seen as a crucial hub in the "Open Agriculture" approach, facilitating the integration of internal vitality and external resources to support rural revitalization [13][14]. Group 3: Future Directions - Future efforts will focus on leveraging media's core advantages to integrate resources across the entire livestock industry chain, including e-commerce, service providers, and educational institutions [17]. - The goal is to upgrade traditional livestock products into culturally rich "New Year Dish" IPs, utilizing media channels to enhance market presence and achieve brand premium and industrial value growth [19].
X @Bloomberg
Bloomberg· 2025-08-08 11:12
Australia’s cattle herd is booming, but it's not enough to offset a global shortfall of beef https://t.co/Q0p1bVe1DM ...
X @Investopedia
Investopedia· 2025-07-12 16:00
Market Trends - U S cattle inventories are at their lowest levels since the 1950s [1] - Beef prices have surged to all-time highs in recent months [1]
Amlan International Expands Cattle Market Presence in Brazil Through Partnership with Boviz, Announces Participation in Rio Preto Country Bulls Rodeo This July
Globenewswire· 2025-07-07 20:00
Group 1: Company Overview - Amlan International is the animal health business of Oil-Dri Corporation of America, specializing in innovative feed additives that support animal health and performance globally [6] - Boviz Saúde Animal is a Brazilian company focused on providing natural, effective, and chemical-residue-free solutions for livestock producers, exclusively representing Amlan in the cattle market [7] Group 2: Market Context - Brazil is the world's second-largest beef producer and the largest beef exporter, accounting for approximately 18% of global beef production with an output of around 12 million tons annually [2] - Strategic regional partnerships are essential in delivering advanced solutions to meet the evolving needs of local producers in Brazil's competitive cattle market [2] Group 3: Partnership and Event Participation - Amlan International is strengthening its presence in Brazil's cattle market through a distribution partnership with Boviz Saúde Animal, with both companies participating in the Rio Preto Country Bulls Rodeo from July 9–13, 2025 [1][5] - The Rio Preto Country Bulls Rodeo is a significant event in Brazil, attracting around 100,000 attendees and providing an opportunity for Amlan and Boviz to connect with livestock producers and showcase their products [4][5] Group 4: Product Focus - Amlan and Boviz are committed to providing science-backed products that improve animal health, performance, and profitability, including innovative feed additives like Calibrin®-Z [3][5] - The partnership aims to empower producers to improve production efficiency responsibly while meeting the growing demand for high-quality beef [5]
X @Bloomberg
Bloomberg· 2025-06-30 21:38
The US will start reopening ports to Mexican livestock in phases, after trade along the southern border had been halted in May by the spread of a parasitic fly https://t.co/PNAUCTenq4 ...
江西:一季度全省畜牧业生产总体平稳 肉蛋奶总产量同比增长3.9%
news flash· 2025-05-03 06:28
Core Insights - The overall development of the livestock industry in the province remains stable in the first quarter of this year, with a total output of meat, eggs, and milk reaching 1.196 million tons, representing a year-on-year increase of 3.9% [1] Group 1: Production Data - The production of major livestock meat decreased to 936,000 tons, showing a year-on-year decline of 1.4% [1] - The poultry egg industry is thriving, with egg production reaching 249,000 tons, which is a significant year-on-year increase of 29.9% [1] Group 2: Market Supply - The supply of livestock products in the provincial market is sufficient, indicating a stable market environment for consumers [1]
巴西游说团体ABPA表示,巴西农业部长通报称,韩国对巴西猪肉出口免征关税。免税额度为10,000吨冷冻猪肉,猪腹部除外。
news flash· 2025-05-02 19:02
Group 1 - The Brazilian agricultural minister announced that South Korea will exempt tariffs on Brazilian pork exports [1] - The tariff exemption applies to a quota of 10,000 tons of frozen pork, excluding pork belly [1]