ANALYSIS: Brazil Sets New Record with July 2025 Beef Exports

According to the latest data released by Brazil’s Ministry of Development, Industry, Trade, and Services, Brazil has shipped 276,879 mt of fresh beef (frozen and refrigerated) in July 2025, marking a monthly growth of 15.3% and a 13.3% YOY increase.

China maintained its position as the top destination, absorbing 158,374 mt last month, marking a solid growth of 17.8% MOM and 29.7% YOY. The Asian country has maintained strong momentum since the start of the year, now accounting for 57.2% of Brazil’s total beef exports...

Tariff Talks 2025: Expana's Weekly Rundown #21 

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #21."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

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On August 6, US President Trump issued an executive order that imposes a new 25% additional ad valorem tariff on imports from India into the States, effective 21 days after the White House announcement...

UK Retailers React to Tariff Uncertainty With 76% of Exporters Diversifying Beyond the US Market

New research from ESW and Retail Economics reveals that 76% of UK exporters are now actively diversifying beyond the US, historically the UK’s largest non-EU retail market. Larger UK retailers are radically re-drawing their global growth playbooks as protectionist trade policies upend decades-old export patterns. However, 71% of small UK retailers admit they have no formal plan for sudden trade-policy shocks, a stark operational gap that could hit margins overnight.

The report, “Rethinking Reach...

US-Philippines Trade Relations Televised; 19% Tariff Rate Reached

On July 22, US President Trump participated in a bilateral meeting with Philippines President Ferdinand Marcos Jr. 

“... We concluded our Trade Deal, whereby The Philippines is going OPEN MARKET with the United States, and ZERO Tariffs,” wrote President Trump on Truth Social after the meeting. “The Philippines will pay a 19% Tariff. In addition, we will work together Militarily. It was a Great Honor to be with the President. He is Highly Respected in his Country, as he should be. He is also a very good, and tough, negotiator..."

US Tariffs on Brazilian Imports Spark Cross-Commodity Concerns

On July 9, US President Donald Trump moved to raise tariffs on Brazilian imports to 50% starting August 1—up sharply from the 10% rate imposed in early April—sparking concerns in global markets, with potential ripple effects across commodities like orange juice, beef, coffee, sugar, and seafood.

These trade measures are raising alarms in export-dependent sectors and among US importers, with market participants saying the implications could be wide-ranging.

Brazilian President Luiz Inácio Lula da Silva said the country would respond to the newly announced tariff...

Tariff Talks 2025: Expana's Weekly Rundown #17

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #17."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text...

This week, reciprocal tariffs were re-announced in the form of letters from the US Trump administration to trading partners who could not reach a trade deal within the previously granted 90-day pause...

Global Appetite for Australian Red Meat Continues at Pace: New Records in Exports for FY2024–25

Australia’s red meat industry exported new record volumes of beef and mutton in the 2024-2025 financial year.

According to Meat & Livestock Australia (MLA), total beef and veal exports for the financial year reached 1.4 million tonnes, the highest annual volume ever. Mutton exports also hit a new record at 256,104 tonnes. Lamb exports totalled 363,109 tonnes, making it the second-largest financial year for lamb exports.

June 2025 alone saw 134,593 tonnes of beef exported, marking the highest...

Tariff Talks 2025: Expana's Weekly Rundown #16

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #16."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text...

ANALYSIS: Latest UK Customs Figures Reveal Large Sheep Trade Growth In April

The latest customs report from HMRC shows that both imports and exports of Sheep meat in the UK saw significant y-o-y growth in April 2025. Sheep meat exports and imports were at 7,690 mt and 6,422 mt respectively, accounting for a 39.9% and 28.3% y-o-y growth. Market participants attributed this to the Easter Holiday that was celebrated later than the prior year, on April 20, 2025...

ANALYSIS: New Zealand’s May 2025 Beef Exports Surge 15.7% MoM to 49,281 mt

New Zealand’s beef exports rebounded in May 2025, posting a solid 15.7% rise from April to 49,281 metric tons (mt), according to the latest data from Stats NZ.

Volumes rose 6,676 mt month-on-month (MoM) driven by stronger shipments to the United States (US), China, and Canada. Modest gains to the United Kingdom (UK), Taiwan, and Japan also contributed to the higher May figures.

On the contrary, annual growth continued to be hindered by lower cattle kills. Yearly figures fell 10.2% or 5,581 mt, led by reduced shipments to China and Japan. Allocations to New Zealand’s...

The Global Dairy Market Unpacked: Pricing, Production & Trade Trends

The dairy sector remains a cornerstone of the agricultural economies in the United States and the European Union. These regions make up 44.7% of global dairy milk production, dairy exports, and innovation in value-added products.

In 2024, the dairy market faced a series of complex challenges that tested its resilience and adaptability. Geopolitical tensions, climate-related disruptions, evolving trade policies, disease outbreaks, and shifting consumer preferences placed pressure on producers and processors alike. Additionally, inflation and global supply chain disruptions impacted trade flows and pricing stability...

Secretary Rollins Secures Greater Market Access with Costa Rica for US Dairy Industry

Under U.S. Secretary of Agriculture Brooke L. Rollins’ leadership, American dairy producers will have greater market access as Costa Rica has approved the first U.S. dairy facility to be registered under their new streamlined approval process. The Trump Administration continues to break down non-tariff barriers, and this latest action is the first of many wins ahead for American dairy producers.

“Under President Trump’s leadership, USDA is putting Farmers First. Securing greater market access for American dairy farmers is a much-needed win for the U.S. dairy industry and will give our...