Meat substitutes appear to be having trouble in the U.S. but perhaps not in Asia. Recent headlines related to the U.S. market imply a distribution chain that is a mile wide but just an inch deep. Here are some recent headlines:
JBS pulled plug on plant-based meat division Planterra Foods Burnt capital in the hand-wringing phase of alt-meat Plant-based meat and analogue sales going backward Impossible Foods to cut 6 percent of its workforce Beyond Meat’s executive ranks getting thinned
The consumption of animal-based meat has generally followed income – the more disposable income, the more meat consumed. The are exceptions such as Argentina and the U.S. where a long history of being a major meat producer also habituates...
What You Need to Know Today: Traders are increasingly focused on next Wednesday’s August WASDE report, with corn and soybean yield estimates expected to drive the next major move in grain markets. Recent crop condition declines and late-July heat have increased uncertainty around USDA&rs...
Yesterday the Senate Agriculture Committee held its markup of the “skinny” farm bill, and it was derailed over Democratic opposition to plans for imposing food stamp costs on state governments. The Democrats pushed back on a provision that required states to pick up a larger share o...
Key Takeaways: WPI’s 2025/26 corn export models continue to reflect strong international demand and put the total marketing year volume slightly above USDA’s estimates. Strong old crop corn exports are offset by weaker feed and residual use, leaving ending stocks slightly ele...
