全球市场概览.pdf

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1、Copyright 2013 AgResource Company.All Rights Reserved.vCopyright 2025 AgResource Company.All Rights Reserved.Copyright 2013 AgResource Company.All Rights Reserved.vCopyright 2025 AgResource Company.All Rights Reserved.2025KARA LEEEMCEECopyright 2013 AgResource Company.All Rights Reserved.vCopyright

2、2025 AgResource Company.All Rights Reserved.Copyright 2013 AgResource Company.All Rights Reserved.vCopyright 2025 AgResource Company.All Rights Reserved.2025DAN BASSEGLOBAL MARKET OVERVIEWCopyright 2013 AgResource Company.All Rights Reserved.vCopyright 2025 AgResource Company.All Rights Reserved.Two

3、 Sides of the Fence in AgricultureDaniel Basse,President AgResource Chicago ILCopyright 2013 AgResource Company.All Rights Reserved.vCopyright 2025 AgResource Company.All Rights Reserved.The Push for Protein;Two Sides of the Fence World Geopolitics are fast changing,with the power centers in Washing

4、ton and Beijing.The world is now a duopoly of geopolitical/economic influence.The US is trying to realign world trade flows and assure itself of trade opportunities through tariffs.The question is:Can the US ensure improved ag exports through tariffs to battle cheaper grain/oilseeds from South Ameri

5、ca and the Black Sea?World Grain farmers are economically struggling as profit margins fall amid sinking grain prices while costs(seed/equipment/land cost)stay elevated.Northern Hemisphere farmers are beginning to harvest record-large crops,with fresh demand drivers needed to alter prevailing bearis

6、h trends.Unless the Trump Administration mandates E15,the struggle of grain farmers will persist.The year ahead will be difficult for the grain farmer/banker as financial stress builds.Protein Producers:Cattle,Pork and Dairy Industries benefit from near insatiable demand.Rapidly rising US disposable