Core Insights - India has initiated a "Crop War" strategy aimed at increasing the production of sugarcane, pulses, and oilseeds, which is expected to have significant implications for global markets [1] Group 1: Crop Production Strategy - The "Crop War" strategy focuses on enhancing the yield of sugarcane, pulses, and oilseeds to boost domestic supply and reduce dependency on imports [1] - The government aims to increase sugarcane production by implementing better agricultural practices and providing financial incentives to farmers [1] - The initiative is part of a broader effort to ensure food security and stabilize prices in the domestic market [1] Group 2: Global Market Impact - Increased production of these crops in India could lead to a surplus in the global market, potentially affecting prices and trade dynamics [1] - The rise in oilseed production may influence global edible oil prices, as India is one of the largest consumers of edible oils [1] - The strategy may also impact the global supply chain for pulses, as India is a major player in this market [1]

每经记者｜彭斐 每经编辑｜杨夏 中国市场对外资的"磁吸力"在持续增强。 在谈及当前国际形势时，周学军指出，人口增长、气候变化、宏观经济波动等因素为全球粮食供应安全 带来了严峻挑战。他强调，加速绿色低碳发展，推动绿色创新与合作，是稳定全球农业与食品供应链、 保障粮食安全的关键。路易达孚集团正通过农业全产业链变革，打造绿色产品链和供应链，以实现可持 续发展目标。 "中国通过营造公平竞争环境、扩大内需和加速产业升级，已经成为跨国企业的'投资沃土'，投资中国 就是投资未来。"6月18日—20日第六届跨国公司领导人青岛峰会期间，路易达孚集团全球首席商务官兼 亚太区总裁周学军在演讲时称。 周学军还提到，路易达孚集团在2023年3月宣布了2030温室气体减排目标，以2022年为基准，至2030年 将范围1和范围2的温室气体排放减排达到33.6%。他希望在新项目建设及运营中，能够引入绿电、天然 气等清洁能源，并呼吁政府加快建设鼓励绿色低碳发展的政策支撑及考核体系，出台节能减排、绿电交 易等配套支持政策。 就在上周五（6月13日），路易达孚集团位于青岛董家口的食品科技产业园刚刚完成土地竞拍，项目一 期计划投资14亿元，总投资约 ...

从巴菲特，比尔盖茨到马斯克，每一个世界首富都闻名世界。但是有一家叫做嘉吉的美国公司，多年来 霸榜非上市企业营收第一。 他是全球四大粮商之一，是神秘、低调的百年家族企业，从不上市却富可敌国，凭一己之力创造超出特 斯拉几乎两倍的营收。 这家隐形巨头，用百年时间编织了一张渗透全球的农业帝国网络，它们不仅塑造着国际市场，更直接影 响着除中国之外，所有国家的餐桌。 除了中国掌握的20%，世界上80%的粮食，都掌握在"四大粮商"手里，这几家公司，江湖上通常简称为 ABCD。 A就是ADM，B是邦吉，C是嘉吉，D是路易达孚。它们控制了全球粮食贸易的大半江山。从种子落 地，到收割、加工、运输，再到最终卖到你手里。 谷物、油籽、肉类，这些大宗商品经过它们的手，摇身一变成了我们日常所需的食品、饲料甚至工业原 料。 正因为对整个链条的强大掌控力，它们在国际粮食市场上拥有巨大的定价权，也因此常被看作是市场波 动的"幕后推手"。 这四家里，今天我们重点聊聊C——嘉吉(Cargill)。嘉吉总部在美国，2020年，嘉吉全球营收1146亿美 元，2023年， 嘉吉公司营收为1770亿美元，2024年下降至1600亿美元。 而世界首富马斯克 ...

Core Viewpoint - India is proposing to significantly reduce its tariff gap with the US from nearly 13% to below 4% in exchange for exemptions from current and potential tariff increases by the Trump administration, marking a substantial shift in trade policy aimed at lowering trade barriers [1][2] Group 1: Trade Negotiations - The average tariff gap between India and the US will decrease by 9 percentage points, reflecting India's commitment to reducing trade barriers [1] - The total bilateral trade between India and the US is projected to be approximately $129 billion in 2024, with India currently enjoying a trade surplus of $45.7 billion [1] - An Indian official indicated that Japan is next in line for a trade agreement with the US after the UK, highlighting India's strategic approach to trade negotiations [1] Group 2: Market Access and Tariff Reductions - India has offered preferential market access for nearly 90% of goods imported from the US, including a reduction in tariffs [2] - Key export sectors such as gems and jewelry, leather, textiles, and horticultural products are seeking preferential market access to enhance trade conditions compared to other US trading partners [2] - India is also looking to ease export regulations on high-value US goods, including aircraft, luxury cars, and pharmaceuticals, to make the agreement more appealing to Washington [2] Group 3: Technology and Equal Treatment - India is requesting equal treatment in key technology sectors such as AI, telecommunications, biotechnology, pharmaceuticals, and semiconductors, similar to that afforded to US allies like the UK, Australia, and Japan [2]