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Narrow Price Outlook Could Catch Buyers Off Guard, AiQ Cautions

Falling prices, policy uncertainty, and abundant U.S. crops have led many buyers to adopt a hand-to-mouth strategy, purchasing only what’s immediately needed and minimizing inventory. This approach, which began after the Ukraine invasion, has been advantageous as prices for key commodities like wheat, corn, and vegetable oils have dropped by half, driving global inflation down. Despite these declines, buyers continue to expect even lower prices, staying bearish or complacent. However, AiQ warns that risks are quickly shifting, as seen in recent changes in the sugar market, suggesting more volatility ahead.

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Nuclear Fallout: The Looming Threat to Global Food Security

If a nuclear detonates in Ukraine, Russia, or the surrounding area, how will the world respond? What will it mean to agriculture markets? Eastern Europe and the Black Sea have become a vital breadbasket to the world.

This may be the single greatest outlier risk for traders, buyers, and governments. Chernobyl's meltdown had massive implications, but this time would be very different. We explore various scenarios and why this "unknown unknown" tail risk needs to be on your radar.

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Buy Gold: Traders Bet on New Records. Social Media Experts Lying in Wait 

Traders are making large options bets that gold will go much higher quickly. There are many fundamental arguments in support: deficit spending, geopolitical instability, dollar debasement, and rising protectionism. Central banks cutting interest rates were the latest catalyst to propel the shiny metal to new record highs.

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Soy, Corn, & Timing: 2024/25 “Way Too Early” S. Am Outlook

AiQ provides its "way too early" South American production outlook.

Soybean production is forecast up 4%, while corn is down 11%. Betting against the Brazilian farmer has been a losing bet.

Argentina will be the bigger wild card, but all the focus will be on the transition from the dry season to the wet season in Brazil. It's all about timing.

Brazil's ongoing drought and long term precipitation trends are concerning. Don't make the same mistake as a year ago chasing social media headlines.

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AiQ Corn (Final) and Soybean Yields Prior to the September USDA Update

AiQ presents its final corn and updated soybean yields prior to the September USDA update. AiQ's modeling predicts corn at 183.3 and soybeans at 52.6. Here are some of the questions AiQ addresses.

Can Illinois, Iowa, and Indiana meet the USDA's August forecast? Was the finishing weather beneficial for soybean pod-filling? Was the eastern corn belt weather as bad as initially thought?

Traders and analysts will be watching closely before all attention turns to South American weather.

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Media Falls for China Won’t Buy Grain… Again (AiQ Opinion)

The article argues that Western media often misunderstands or oversimplifies China's grain import strategies, focusing too heavily on immediate price signals rather than long-term planning and structural changes in China’s agricultural sector.

Global factors such as weather issues and geopolitical dynamics impact grain availability and prices. As a result, China's import strategies remain adaptive, focusing on securing necessary supplies despite fluctuating global conditions.

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Jade Revell Jade Revell

Seasonal Eats: Fresh Summer Tomatoes & Classic Caprese Salad 

Dive into the summer with Seasonal Eats, focusing on fresh, in-season produce, and this time, we spotlight the versatile tomato. As tomatoes ripen, a wide variety becomes available, perfect for dishes like chilled gazpacho, zesty salsas, or simple salads.

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John Deere’s Path to Earn Back Trust

Farmers became increasingly frustrated with John Deere’s focus on social signaling and bottom-line at-all-costs mentality. The company has made major shifts to show customers it is listening. Is Big Green doing enough to win back trust?

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Is ADM a buy? AiQ shows commodity trends will be a tailwind.

In January, Nico explained “what might have happened” at ADM. It turned out to be pretty accurate. The markets have punished ADM’s stock price. Nico has come 180 degrees to explain why ADM might now be a buy, and the latest commodity trends will shift to tailwinds for the company.

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Jade Revell Jade Revell

Cultivating Biodiversity In Insect Populations

80% of all species on the planet are insects, and they are vital for creating healthy and genetically diverse plants through pollination - including food crops. They are also an important food source for other animals in the ecosystem.

But their population declines by 2% every year due to deforestation, climate change, use of pesticides, and much more.

Without insects, the world is in danger of experiencing food insecurity. So, what can we do to help boost insect numbers?

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Clarkson’s Farm Returns May 3 - What We Know, Who We’ve Met & What’s Coming Up

Clarkson’s Farm is back for a third season on May 3.

Here we revisit the last two seasons of Diddly Squat Farm-based dramas and antics, while reflecting on the national treasure characters the show has introduced us to.

We also take a look at what we can expect from the new season. Let’s just say a few sad tears will be shed alongside the usual ones of mirth.

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Bird Flu in US Dairy Herds: It’s Emergence, What’s Being Done About It & How To Spot It

A recent outbreak of avian influenza or bird flu has hit dairy cattle herds in several US states and has even spread to humans.

This latest outbreak of the highly pathogenic H5N1 strain can be traced back to to Europe and spread to the US via wild birds, where it has had a devastating effect on poultry flocks and native birds.

What does this mean for milk production and prices, how are the government dealing with it, and how can you spot it in animals and yourselves?

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Farmers Need to Control Their Data

Ag-tech development is still in the early stages. The trust of farmers needs to be earned. Farmers do not need to be in a rush to monetize their data. Technologists and agtech investors are feeling pressure to generate returns. Aggregated data is much more powerful than individual data, and farmers are right to be skeptical.

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