Agriculture Sector

[behappyalways]

Visualizing The Global Implications Of Fertilizer Shortages
https://www.zerohedge.com/geopolitical/ ... -shortages

[behappyalways]

The Value Of Agriculture To European Economies
https://www.zerohedge.com/geopolitical/ ... -economies

[winston]

China Asks Fertilizer Makers to Halt Urea Exports on Price Surge

by Hallie Gu

Urea futures traded on the Zhengzhou Commodity Exchange surged almost 50% over a seven-week period from mid-June to the end of July, but prices have fluctuated since then and are around 11% lower this week.

China is the world’s top producer and consumer of urea and any significant decline in exports threatens to tighten supplies and push up global prices.

Among the biggest export markets for the nation’s crop nutrient are India, South Korea, Myanmar and Australia.

Source: Bloomberg

https://finance.yahoo.com/news/china-as ... 16780.html

[winston]

‘Load Up,’ Says Barclays About These 2 Agribusiness Stocks

1. Nutrien, Ltd. (NTR)
2. Mosaic Company (MOS)

Source: TipRanks

https://finance.yahoo.com/news/load-say ... 59901.html

[winston]

World’s food security is facing a triple threat

Humanity’s risk of starvation is going up with falling crop yields, strained water supplies and restrictive food trade

Yield growth for the three main cereals – corn, rice and wheat – has nearly flatlined over the past five years.

by David Fickling

Humanity is better fed than at almost any point in its history. This comes from three major developments: yield improvements, water usage and trade.

Farm output has consistently grown by more than 2 per cent a year for six decades, Since 2020, it has slowed to 1.6 per cent.

Some 70 per cent of the world’s aquifers are now in long-term decline, threatening the viability of systems that provide about half of our household water and 40 per cent of
irrigation.

Net exports of corn, rice, wheat, vegetable oil and sugar from the US in 2024, contained about 2.7 trillion calories of nutritional energy – sufficient to feed America’s own population for a year.

Source: Bloomberg

https://www.businesstimes.com.sg/opinio ... ple-threat