Yara, Mosaic May Have Bigger Hormuz Exposure in Brazil Than Petrobras January 13, 2020 New U.S. sanctions against Iranian exports of metals and other products, combined with a widening reluctance of commodity shippers such as Petrobras to navigate the Straits of Hormuz may make life more complex for the Brazilian economy. While the Middle East only represents 1.0% of Brazil’s oi... Read more →
Yara, Mosaic Yet To Benefit as Brazil’s China Bean Bounce Remains Unharvested August 2, 2019 Brazilian fertilizer sales may be helped by increased exports of soybeans to China – resulting from the latest downturn in U.S.-China relations – as well as increased cereal sales. Brazilian soybean exporters including Bunge and Cargill have yet to see an uplift in exports to China. Panjiva da... Read more →
Panjiva Daily: Who pays for Trump’s latest trade war escalation; Puma sprints away from China August 2, 2019 The Trump administration’s latest round of tariffs will capture consumer goods phones, PCs, toys and apparel from Sept. 1 – consumers will likely pay the price in higher inflation, with an earlier peak season for shipping also likely. Puma is cutting its exposure to China. Also: Yara, Mosaic h... Read more →
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