Tag
Argentina
Everything xin.bz has published on this topic — news, commodity deep dives, and future insights.
News ·
El Niño Is Reordering South America's Export Map
El Niño makes South America the world's replacement supplier — record Brazilian crops, Argentine rainfall gains, Peru's fishmeal shock, and the logistics that decide who can move it.
Commodity Deep Dive ·
Sorghum Is the Drought-Tolerant Grain Linking Food Security to U.S.–China Feed Trade
Sorghum deep dive — the U.S. supplies 50.6% of world exports and China takes 77.6% of imports, Kansas and Texas hold 82% of the U.S. crop, and one month of Plains drought cut USDA's forecast 22%.
Commodity Deep Dive ·
Soybeans Are the Protein-and-Oil Crop Connecting Brazil, China, U.S. Rivers, Animal Feed, and Biofuels
Soybean deep dive — Brazil at 42% of production and 62% of exports, China at 60% of imports, a record U.S. crop, Santos and the Mississippi as the chokepoints, and the meal-plus-oil economics behind it all.