Author: Matt Smith

An African Swine Fever Bottom

Have we hit bottom? That’s the question many in the global oilseed trade are asking themselves as we inch closer to the end of a tumultuous 2019. In a January 29th blog post, Preparing for the Worst, we suggested early-year

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ClipperClip: Iranian Woes and Chinese Flows

I was out on CNBC Asia last night discussing the latest developments relating to Iran, crude flows into China, and the likely ongoing over-compliance of Saudi Arabia in terms of OPEC production cuts. The chart below highlights what I was

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China Might Need The U.S. This Time

It was reported on Monday evening from the Chinese Ministry of Commerce that Chinese companies have stopped purchasing U.S. agricultural products in response to President Trump announcing that he intends to place a 10 percent tariff on an additional $300

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