By: The CLAL Team and Leo Bertozzi “Value, not volume, will drive our export growth,” said Jayen Mehta, General Manager of Indian GCMMF Ltd., explaining his strategy to expand Amul’s exports even in the face of rising U.S. tariffs. Back …

Amul: the future is in Proteins and the Cooperative, not in the stock exchange Read More »

By: Alberto Lancellotti In recent months, various animal diseases have raised increasing concern across the livestock sector, both globally and at the regional level. Below is a summary of the latest updates regarding these critical issues, with a specific focus …

The changing landscape of Livestock Diseases in 2025 Read More »

CLAL.it - U.S.: imports of Cheese

By: Alberto Lancellotti In a context of uncertainty linked to the possible introduction of new tariffs by the United States on dairy products, monitoring trade flows is essential. With the new CLAL Slideshow dedicated to the USA, it is possible …

United States tariffs: follow the evolution of Dairy trade Read More »

TESEO.clal.it - U.S.: comparison between Ethanol, Corn and Oil prices

By: Alberto Lancellotti Ethanol production has been increasing significantly in recent months, with growth rates exceeding 4% between November 2024 and April 2025. This trend reflects the strong long-term growth expectations for the U.S. market, where rising demand for biofuels …

Corn and Ethanol: a Strategic Connection Read More »

There are more and more measures implemented within the European Union aiming at reducing the environmental impact of production. However, that risks to reduce the competitiveness of local production compared to those in other countries with less stringent environmental restrictions. Therefore, it …

CBAM and Fertilizers: focus on EU-27 Read More »

By: Marika De Vincenzi, Elisa Donegatti, Mirco De Vincenzi, Ester Venturelli The slowdown of the Chinese economy has reached such a level that it has prompted the Chinese Central Bank to decide to lower interest rates with the aim of …

CHINA: the effect of the economic trends on the agrifood sector Read More »

India, with an agricultural area that barely surpasses that of EU-27, faced the challenge of feeding over one billion four hundred thousand people by increasing its agri-food production. During this process, India became the World Largest producer of Milk (cow …

India and its agrifood markets | new CLAL analysis Read More »

By: Elisa Donegatti and Ester Venturelli Since September 2023, China has accelerated its purchases in the grain markets (+26.3% from January to April 2024). Although this growth involves various products, two stand out in particular: Barley and Sorghum. Imports of …

China: Increasing Demand for Grains Read More »

By: Marika De Vincenzi, Elisa Donegatti, and Ester Venturelli In the last two agricultural years, Brazil has produced high quantities of Cereals and Oilseeds, especially Corn and Soybeans. The abundance of these products has kept Brazilian prices competitive compared to …

The explosive force of the Brazilian exports Read More »

By: Elisa Donegatti and Ester Venturelli In 2022, the EU produced 54.4 million tonnes of fertilisers, down by -7% compared to 2021, due to the high cost of Natural Gas. According to Eurostat estimates, in 2023, production has further decreased …

Fertilizers: Price decline stimulates trade Read More »