AGRIBUSINESS EDITION · AUG-NOV/2026 HORIZON
Publication 1 · August 2026. EU sanitary embargo, Middle East marine insurance, China's beef quota, El Niño, the US-China soybean truce, Russian and Belarusian fertilizers, Argentina's export tax cuts, the EUDR timeline, and the health cycle of China's swine herd.
READ THE FULL EDITION (PDF)SUMMARY PANEL · SAMPLE
Ordered by degree of urgency: red = immediate action · yellow = monitor and prepare contingency
- EU suspends animal imports from BrazilSanitary / EU · In effect Sep/26
- Freight costs and war risk insurance premiumLogistics-Financial · Ongoing
- China: beef quota nearing its limitTrade / China · Q3 26-Q4 26
- Fertilizers: Russia/Belarus dependencyInput · Ongoing
- EUDR: implementation timelineRegulatory / EU · To be confirmed