Key Takeaways CVX and Exxon to sign $34B MoU with Indonesia, expanding ties in energy, agriculture and trade. Chevron and Exxon's deal with Indonesia will bolster the U.S.'s engagement with Southeast Asian Countries. MoU includes U.S. agri-exports to Indonesia, enhancing food security and geopolitical cooperation.The U.S.-based Chevron Corporation (CVX) and Exxon Mobil Corporation (XOM) are set to sign a $34 billion memorandum of understanding (MoU) with Indonesia, which will deepen the economic and strat ...

Italy will increase its imports of US soybeans as part of a new effort to rebalance trade between the two countries, US Agriculture Secretary Brooke Rollins told reporters after meeting with her Italian counterpart https://t.co/6PSGAKoFz3 ...

Core Viewpoint - Marex Group plc has announced the acquisition of Agrinvest Commodities, a Brazilian agricultural commodities business, which will enhance Marex's operations in the Americas and diversify its earnings [1][2]. Company Overview - Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform that provides liquidity, market access, and infrastructure services across energy, commodities, and financial markets. The company operates in four main service areas: Clearing, Agency and Execution, Market Making, and Hedging and Investment Solutions [3]. Acquisition Details - Agrinvest Commodities connects buyers and sellers in physical agricultural markets, including corn and soybeans, and offers consulting support for hedging options and commercial strategies [2]. - The acquisition will provide Marex with physical commodities capabilities in Brazil, complementing its existing derivatives operations. Agrinvest has approximately 1,300 clients and 100 employees, which will enhance Marex's current Brazilian business [2]. Strategic Importance - The CEO of Marex, Ian Lowitt, emphasized Brazil's significance as a global commodity producer and the potential for growth in supporting Agrinvest's future expansion [3]. - Ram Vittal, CEO of the Americas for Marex, highlighted the acquisition as a reinforcement of Marex's commitment to growth in the Americas and an opportunity to broaden its agricultural business capabilities [3]. Future Prospects - Benedito Joao Gai Neto, CEO of Agrinvest, expressed enthusiasm about joining Marex, noting the support for business expansion and enhanced service offerings in Brazil and other countries [3].

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Corteva (CTVA) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Speaker0 Good morning. My name is Audra, and I will be your conference operator today. At this time, I would like to welcome everyone to the Cartiva Agriscience First Quarter twenty twenty five Earnings. Today's conference is being recorded. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. At this time, I would like to turn the conference over to Kim Boot ...

1Q 2025 Earnings Conference Call May 8, 2025 Safe Harbor Regarding Forward-Looking Statements Forward-Looking Statements This presentation contains certain estimates and forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, which are intended to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995, and may b ...

Investment Rating - The report does not explicitly provide an investment rating for the agricultural sector in Bahia Core Insights - The agricultural sector in Bahia has shown significant growth and resilience, particularly during the COVID-19 pandemic, contributing to food security and economic stability [29][36][76] - The report emphasizes the need for policies that enhance competitiveness, sustainability, and inclusivity in the agrifood sector [29][86] Economic Performance of the Agricultural Sector - Brazil's GDP growth has slowed, with a recorded GDP of 7.6 trillion reais in 2020, reflecting a 3.0% annual growth rate, down from 12.6% in 2011 [33] - The agricultural sector's value added has been dynamic, with a 39.9% annual variation in 2020, contributing 5.7% to Brazil's total GDP [36][38] - Bahia's GDP growth decreased from 7.9% in 2011 to 4.1% in 2020, with the agricultural sector increasing its contribution to the state's economy from 6.9% to 9.2% during the same period [73][79] Evaluation of Support for Agriculture in Bahia (2017-2021) - The report utilizes OECD methodology to assess monetary transfers to agriculture, focusing on Producer Support Estimates (PSE), Consumer Support Estimates (CSE), Total Support Estimates (TSE), and General Service Support Estimates (GSSE) [86][90] - The PSE for Bahia is based on market price support and budget support, with a focus on key products like cocoa, cotton, and soybeans, which represent 47% of the state's agricultural production value [100][109] Summary and Recommendations - The report concludes with recommendations for repurposing public policies to foster a competitive, green, and resilient agricultural sector in Bahia, addressing the impacts of past policies and external factors [29][86]

Investment Rating - The report does not explicitly provide an investment rating for the agricultural sector in Brazil or Santa Catarina Core Insights - The agricultural sector in Brazil has shown resilience during economic downturns, contributing significantly to GDP and food security, particularly during the COVID-19 pandemic [28][36] - Santa Catarina's agricultural sector has experienced dynamic growth, with a notable increase in agricultural exports and contributions to the state's economy [75][56] - The report emphasizes the need for public policy reforms to enhance competitiveness, sustainability, and inclusivity in the agrifood sector [31][75] Summary by Sections Economic Performance of the Agricultural Sector - Brazil's GDP growth has slowed, with a recorded GDP of 7.6 trillion reais in 2020, reflecting a 3.0% annual growth rate, down from 12.6% in 2011 [33][34] - The agricultural sector's value added grew by 39.9% in 2020, significantly outperforming other sectors, and contributed 5.7% to the total GDP [36][40] - Santa Catarina contributed 4.6% to Brazil's GDP in 2020, showing an increase from 4.0% in 2011 [44] Evaluation of Support for Agriculture in Santa Catarina - The report evaluates monetary transfers to agriculture in Santa Catarina from 2017 to 2021, using OECD methodologies to estimate Producer Support Estimates (PSE), Consumer Support Estimates (CSE), and Total Support Estimates (TSE) [82][84] - The PSE for Santa Catarina reflects the annual monetary value of transfers to agricultural producers, while the CSE indicates the impact of policies on consumers [85][86] - The TSE quantifies all gross transfers resulting from agricultural support policies, providing insights into the overall support landscape for the sector [88][89] Recommendations - The report suggests reforms aimed at fostering a competitive, green, and resilient agricultural sector in Santa Catarina, highlighting the importance of adapting public policies to current economic realities [31][75]

Investment Rating - The report does not explicitly provide an investment rating for the agricultural sector in Brazil and São Paulo Core Insights - The agricultural sector in Brazil has shown resilience and growth, contributing significantly to GDP despite overall economic slowdowns, with a Compound Annual Growth Rate (CAGR) of 8.6% from 2011 to 2020 [35] - Agricultural exports increased by 35.6% in 2022 compared to the previous year, highlighting the sector's importance in the economy [54] - The report emphasizes the need for policies that enhance competitiveness, sustainability, and inclusivity in the agrifood sector [27] Economic Performance of the Agricultural Sector - Brazil's GDP was recorded at 7.6 trillion reais in 2020, with a growth rate of 3.0%, a significant decrease from 12.6% in 2011 [31] - The agricultural sector's value added grew by 39.9% in 2020, indicating its dynamic role in the economy [35] - In 2020, the agricultural sector contributed 5.7% to Brazil's total GDP, an increase of 1.6 percentage points over ten years [37] Evaluation of Agricultural Support in São Paulo (2017-2021) - The report utilizes OECD methodology to assess monetary transfers to agriculture in São Paulo, focusing on Producer Support Estimates (PSE), Consumer Support Estimates (CSE), Total Support Estimates (TSE), and General Service Support Estimates (GSSE) [79] - The analysis covers the impact of state government agricultural policies on producers and consumers, excluding national policies [79] - The PSE for São Paulo includes market price support and budget support, with a focus on key products like orange, soybeans, sugar, beef, and pork [100]