ANALYSIS: Avian Influenza Outbreaks in EU Accelerate in 2025, Surpassing Previous Year's Pace

The European poultry sector faces mounting pressure from a resurgent wave of Highly Pathogenic Avian Influenza (HPAI), with outbreak frequency significantly exceeding 2024 levels and raising critical supply chain concerns across member states.

On October 7, 2025, Dutch authorities ordered the culling of 71,000 chickens at a northern Netherlands facility following confirmed H5N1 detection, marking the country's first outbreak since March. The Dutch government has refrained from implementing nationwide indoor confinement measures. However, an expert animal disease panel is convening for a comprehensive risk assessment...

Spanish Amfresh Group Acquires Fruit Firm Terramara Fresh in Mexico from Rioblanco

The two firms have collaborated since 2022, Amfresh said. The Madrid-based firm Amfresh specializes in producing citrus, table grapes, blueberries, and cherries, among other fruits and juices.  

"This next step unlocks significant farming expansion in Mexico, enabling us to extend production windows and meet the growing global demand for high-flavoured, disease-resistant, and high-antioxidant varieties across our table grape, cherry, and blueberry platforms," Alvaro Muñoz, CEO of Amfresh Group, said.

ANALYSIS: EU Egg Product Market Faces Historic Highs Amid Tight Supply and Bird Flu Fears

As of mid-October 2025, the EU egg product market is under severe strain, with prices for dried whole egg, liquid, and dried yolk hitting record highs. A year of elevated shell egg costs, limited supply, and minimal inventory buildup has left the market exposed just as demand surges for the peak consumption season.

Unlike in previous years, the usual summer lull failed to ease prices, so September’s demand rebound only intensified pressure. Processors now face shrinking availability and soaring costs, particularly for...

Navigating the Trump Tariff Turbulence: A Comprehensive Timeline

US President Donald Trump and his administration have paused reciprocal tariffs on most countries.

“Based on the lack of respect that China has shown... I am hereby raising the [tariff] charged to China by the [USA] to 125%, effective immediately,” wrote Trump on Truth Social at 1:18 pm ET. 

It’s not clear if this 125% is in addition to the 20% imposed on Chinese imports to the US. In early March, Trump noted that he would add another 10% tariff on Chinese goods...

ANALYSIS: EU Egg Market Tightens Amid Widespread Bird Flu Outbreaks

The EU egg market remains under pressure, with overall availability described as limited, as recent bird flu outbreaks continue to unsettle sentiment and constrain supply. In Spain, concerns have intensified following the detection of highly pathogenic avian influenza (HPAI) at a layer hen farm housing 727,000 birds. The facility was already under surveillance after a previous case was reported in the same area last month...

Women in Food and Agriculture Summit 2026 to Unite Industry Leaders

Expana, the world’s largest agrifood market intelligence provider, is proud to announce the return of the Women in Food and Agriculture (WFA) Summit, taking place on Tuesday, February 24, 2026 at the Okura Hotel in Amsterdam. 

Since 2019 this highly anticipated global event has brought together leaders, innovators and up and coming executives from across agrifood value chains for a day of inspiration, empowerment and real-world learning. With a dynamic program of keynotes, workshops and networking, the WFA Summit is designed to deliver actionable content

Morliny Foods' Acquisition of the Wolf Group

Morliny Foods Holding Limited (UK) today announced the acquisition of Wolf Group, a leading German producer of premium sausages, convenience, and ready meals. This strategic transaction marks a significant step in Morliny Foods' European expansion, strengthening its position in one of the continent's largest consumer markets for packaged meats and convenience products. The acquisition aligned with Morliny Foods' strategy to grow in value-added packaged meat categories across Europe.

The transaction also opens opportunities for enhanced access to German distribution channels for Morliny Foods' portfolio products, serving as a solid foundation for sustainable growth in the German and wider European markets...

Expana will be observing the Indigenous Peoples’ Day holiday on Monday, October 13

Expana is observing Indigenous Peoples’ Day on Monday, October 13, and US offices will be closed.

This will impact the publication of some Expana Benchmark Prices and daily reports (red meat, poultry, eggs) will not be published. Our weekly report, Mexican Beef, Export and Domestic Markets, was published today- Friday, October 10.

Our regular publishing schedule will resume on October 14, 2025. See the full details of the Expana publishing schedule here.

Tariff Talks 2025: Expana’s Weekly Rundown #30

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 #30."

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.

...

On October 7, US President Trump and Canadian Prime Minister Carney met in the White House. The possibility a US-Canadian trade deal was a main topic of discussion...

ANALYSIS: Uruguay’s Beef Exports Down 9.4% MOM in September to 29,369 mt

According to the latest data released by Uruguay’s National Customs Directorate, fresh beef exports dropped 9.4% MOM to 29,369 metric tons (mt) in September. Compared to the same period last year, this is still 14.1% higher.

China continued to play a significant role as the main destination with 45.4% of total shipments in September, or 13,337 mt. This is 9.0% lower than August but reflects a notable 30.2% growth YOY. On a year-to-year basis, beef exports to the Asian country accounted for 116,187 mt so far this year, a 4.9% growth compared to the same period in 2024...

ANALYSIS: Brazil’s Fresh Beef Exports Set a New Record at 314,690 mt in September 2025

According to the latest data released by Brazil’s Ministry of Development, Industry, Trade, and Services, Brazilian beef exports totaled 314,690 mt in September, reflecting a 17.2% monthly growth and a 25% increase year-over-year (YOY). This figure surpassed the previous record of 276,879 mt achieved two months ago...

Expana Announces Agri-Food Europe 2026: The Industry Event for Market and Procurement Strategy

Expana, the world’s largest food and agriculture price reporting agency (PRA) and market intelligence provider, announces the return of Agri-Food Europe, taking place February, 25-26, 2026, at the Hotel Okura in Amsterdam.   

Building on a successful 2025 edition that united over 300 senior executives across buying, selling, finance, sourcing, and supply chain roles, Agri-Food Europe 2026 stands as the strategic industry event for global leaders in the food and agriculture commodity markets. 

The event delivers two days of critical market insight

Trump Teases Lula Meeting; Implications for Global Beef, Coffee Markets

On October 6, US President Trump teased an upcoming meeting with the Brazilian President via Truth Social. The current tariff expense for doing trade between the two countries has reorganized the flow of beef and stifled coffee trade, for example. Individuals involved in these markets and beyond are waiting to see if US tariffs on Brazil will be revised.

“This morning, I had a very good telephone call with President Lula, of Brazil. We discussed many things, but it was mostly focused on the Economy, and Trade, between..."

StoneX and Expana to Launch OTC Dairy Derivatives

StoneX Financial Europe GmbH (“SFEG”), a subsidiary of StoneX Group Inc. (“StoneX”; NASDAQ: SNEX), has announced a collaboration with Expana to launch a new suite of OTC dairy derivatives referencing Expana’s IOSCO-assured EU dairy benchmarks. The partnership expands the range of risk management tools available to the global dairy industry and enhances price transparency.

The first contracts will cover fat-filled milk powder and high-protein whey, with plans to broaden coverage to additional dairy products over time. StoneX Plus users will gain direct access to Expana’s benchmarks

Tariff Talks 2025: Expana's Weekly Rundown #29

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 #29."

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.

...

On September 29, the US placed 50% tariffs on imports of timber, lumber, and their derivative products, according to the US Presidential Action. 

Also starting October 1, the US will be imposing 100%...

Trump Claims He Will Meet With Lula; No Date Yet

On Tuesday in New York, US President Trump gave remarks to the United Nations General Assembly, via the White House live stream. At the end of his remarks, Trump began speaking about tariffs--disclosing that he'd be meeting with Brazilian President Lula in the coming week(s).

"Brazil now faces major tariffs in response to its unprecedented efforts to interfere in the rights and freedoms of our American citizens and others," started Trump who alluded to the conviction of former Brazilian President Bolsonaro and about unfair trade between the US and Brazil...

Expana Unveils New Unified Platform Transforming Global Food Market Data Into Strategic Intelligence

Expana, the world’s largest agri-food-focused Price Reporting Agency (PRA), launches a modern integrated platform that combines trusted pricing data with AI-enhanced cost models and personalized insights.

Built on the legacy of Urner Barry, Mintec, Feedinfo, Tropical Research Services (TRS) and Stratégie Grains, Expana unites 200+ years of expertise into a modern hub. The platform delivers a comprehensive food commodity database and actionable intelligence for volatile markets.

Expana is supported by IOSCO-assured pricing, predictive analytics, cost modeling and expert analysis.

Potential Tariff Adjustments for Aligned Partners: Coffee, Cocoa Among Exempt Commodities

As of September 5, products like coffee, cocoa, and tea (along with hundreds more) may be exempt from US reciprocal tariffs if a country’s leaders make a deal with the US trade team, according to a White House fact sheet that specifies exemptions for trading partners that make substantial, reciprocal commitments to mitigate the national emergency-inducing trade-deficit.

To date, market participants watched as deals with the European Union and Indonesia provided a vague mention towards exemptions for “natural resources” like EU cork...

ANALYSIS: Chinese Authorities Arrive in Brazil for Audit with a Plan to Resume Chicken Exports

Brazil’s poultry industry is navigating a critical juncture, marked by the resumption of exports to the European Union (EU) (in late-September 2025) and an ongoing Chinese audit that could determine the future of poultry trade with its largest chicken importer. Approximately 11% of Brazilian chicken meat exports were destined to China in 2024.

A technical team from China has arrived in Brazil to assess the country’s sanitary and phytosanitary control systems in the wake of the Avian Influenza (AI)...

ANALYSIS: YTD EU Egg Imports Surge as Market Adjusts to Structural Supply Constraints

The EU egg market has entered 2025 with import volumes continuing their steep upward trajectory, marking a sharp acceleration from 2024. As shown in the latest European Commission data, imports in July reached 20,773 tonnes, more than double the volume recorded during the same period in 2024. The trend has been consistently bullish throughout H1, with year-on-year increases in every month from January to July. The uptick reflects not only immediate supply chain stressors but also a more entrenched shift in the...

Tariff Talks 2025: Expana's Weekly Rundown #28

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 #28."

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.

...

On Tuesday in New York, US President Trump gave remarks to the United Nations General Assembly, via the White House live stream...

Moving Beyond Tariff Headlines and Managing Supply Chain Complexities - Agri-Food Americas

Marcel Goldenberg, Chief Market Reporting Officer for Food, Feed & Industrial at Expana, outlined key trends and challenges shaping commodity input markets, urging agri-food companies to adopt data-driven strategies to manage rising costs and supply chain complexities.   

Speaking at Agri-Food Americas 2025 in Chicago today, Goldenberg highlighted that the Producer Price Index (PPI) rose 2.7% year-on-year from August 2024 to August 2025. “Energy was up 5.2%, electricity up 6.3%, piped gas up by 7.1%, but some have dropped, like gasoline, fuel oil,” he said