For this edition of the Expert Series, we hosted James Henegan, SVP Agriculture at Gro Intelligence. Gro is the go-to source for global agricultural intelligence. Gro’s leading edge software automatically harvests vast amounts of disparate agricultural data, transforms it into knowledge, and generates predictions for volatile markets, and thus insight in the availability and price of agricultural products.
James titled today’s discussion “Soybeans on the frontline of the US China tariff dispute.” What follows is a wide-ranging discussion, covering the impact of the tariffs on the global soybean pricing and production in the US, but also Brazil and Argentina. Most importantly, we discuss the impact of the tariffs on Chinese consumption, particularly the impact on Chinese pork production, and how that in turn affects inflation.