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...

Tariff Talks 2025: Expana's Weekly Rundown #10

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 #10."

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: Mexican Beef Export Trends in Q1 2025

The Mexican beef export market to the US showed mixed trends in the first quarter of 2025, reflecting shifts in trade dynamics. The short period of US tariff imposition on Mexico marked a turning point in market activity, leading some exporters to reduce or suspend shipments while others negotiated agreements to manage the new costs. Exchange rate fluctuations driven by macroeconomic factors initially boosted export incentives but rising domestic demand in Mexico and a stronger peso later shifted the focus to the local market. Feeder cattle exports also saw changes following the November 2024 suspension, with new inspections to monitor cattle health and import viability altering trade flows...

ANALYSIS: UK Lamb Export Market Update

The latest UK sheep meat export figures released by HM Revenue & Customs show that exports for February 2025 are 3.9% lower y-o-y at 6,165 tonnes. The cumulative January to February 2025 sheep meat exports are 2.2% lower than the same period in 2024.

In February, the top three export locations (France, Germany, Belgium) represent the majority of the decline, while the Netherlands had a 79% y-o-y increase. Despite export quantities declining in the first two months of February, export value is up and shows that there is good demand even with higher prices. Market participants reported last week that lamb exports have supported trade volumes and that prices from the Rungis market have held steady during April...

Tariff Talks 2025: Expana's Weekly Rundown #7

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 #7."

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: March Chicken Inventory Trends Reflect Shifting Domestic and Export Dynamics

Cold storage inventories of chicken continue to diverge from 2023 levels, with March values up 3.1% year-over-year (YoY). Although there was a month-over-month (MoM) decrease from February to March, it was less significant than the typical five-year average decline. This overall trend was largely driven by the breast and breast meat category, which alone accounted for 32% of total chicken supplies in cold storage. Frozen holdings of breasts and breast meat were up 13.7% YoY and declined just 0.6% MoM—far less than the five-year average decrease of 4.2%.

This is particularly notable given the difficulty many domestic buyers faced in uncovering both...

Employers: Croatian Agriculture Is Uncompetitive, Overindebted and Unproductive

Croatian agriculture is uncompetitive, heavily indebted and unproductive, the Association of the Food Industry and Agriculture of the Croatian Employers' Association (HUP) warned on Monday.

"Croatian agriculture is uncompetitive, heavily indebted and unproductive. We all profess our commitment to production and increasing output, but unless we acknowledge where we currently stand and why we are in this position, Croatia will not make the necessary strides forward and will, in the long term, be forced to depend on food imports for its citizens and on raw materials for the food industry," the employers said.

Australian Meat Industry Welcomes New and Expanded Access to China

The Australian Meat Industry Council (AMIC) welcomes new approvals for seventeen Australian sheep, lamb and goat export establishments to access the China market. This outcome is a significant win for Australian sheep, lamb and goat processing and export businesses that will have benefits across the red meat supply chain.

The approvals published by the General Administration of Customs China include access for chilled and frozen sheep and goat meat, and includes new access for ten establishments, and expanded access for new product categories for seven establishments...

Tariff Talks 2025: Expana's Weekly Rundown #6

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 #6."

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...

Exclusive International Trade Centre Interview: Implications of Trump’s Tariff Regime

Julia Spies is the Chief of Trade and Market Intelligence for the International Trade Centre (ITC) in Switzerland. Spies and team analyze trade information and publish findings about market-specific trade intelligence on multiple online platforms, like Tradebriefs.intracen.org.

Recent shifts in the world of trade, including the latest round of United States tariffs and trade measures by other countries, has kept Spies and company busy, to say the least.

However, ITC members have watched trade measures, and in particular their impact on developing countries, long before these recent changes...

Tariff Talks 2025: Expana's Weekly Rundown #5

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 #5."

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...

Pork Shipments Grow 26.6% in March

Surveys by the Brazilian Animal Protein Association (ABPA), based on data from the Foreign Trade Secretariat (Secex), show that Brazilian pork exports (considering all products, both fresh and processed) totaled 116.3 thousand tons in March, a volume 26.6% higher than that shipped in the same month of 2024, with 91.9 thousand tons.

Foreign exchange revenue was even more significant, reaching US$ 278 million, 44.2% higher than the US$ 192.8 million recorded in the same month of the previous year.

In the first quarter of 2025, international...

Tariff Talks 2025: Expana's Weekly Rundown #3

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 #3."

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...

Global Dairy Markets Face Heightened Uncertainty Following Sweeping US Tariffs

Global dairy markets are facing heightened uncertainty following the sweeping tariffs imposed by the US administration. As part of a broader trade strategy, US President Trump introduced plans on April 2 to implement a 10% baseline tariff across the board, with steep rates for specific countries, including 34% on China, 20% on the European Union, 46% on Vietnam, and 32% on Taiwan.

Mexico and China, two of the largest buyers of US dairy products such as cheese and whey powders, are at the forefront of these concerns. US exports to these markets are expected to decline in the...