Food Geopolitics Report
Luis VieiraThe Food Geopolitics Report delivers high-signal analysis on agricultural commodities and food systems—linking geopolitics, macro forces, and company-level developments into actionable market insight.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 47 | Founded | 5 months ago | Last Issue | 7 days ago |
| Active | |||||
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foodgeopolticsreport.substack.comLatest Issues
Brazil Beef Hits the China Ceiling
Brazil’s cattle industry faces a new constraint as China tightens access to its beef market, putting export flows and domestic prices under pressure
Brazil’s beef trade with China is entering a more complicated phase. China’s 2026 safeguar...
The Global Diesel Shock: How Fuel Turmoil Impacts Agriculture
The world is running out of diesel. Photo: 2022 Argentine shortage shows no diesel at the pump in 2002 (Creative Commons)
The world’s diesel market is being reshaped by a wave of geopolitical disruption and government intervention. Russia,...
As the U.S. Seeks More Conflict, Canada Looks to South America for Agricultural Supply
Canada’s Prime-Minister Carney and Brazil’s President Lula seek to increase trade (Photo: Agencia Brasil)
For decades, Canada’s agricultural economy has been built around an extraordinary degree of integration with the United States. The t...
China’s U.S. Grain Buying Picks Up, but Soybeans Are Doing the Heavy Lifting
China has become a much more visible buyer of U.S. soybeans over the past month, giving U.S. farmers fresh evidence that Beijing is beginning to put its agricultural purchase commitments into practice.
But the revival is not yet broad-base...
Corn vs. Cotton: Corn Is Moving. Cotton Is Waiting.
The recent price action in both corn and cotton has improved the marketing environment, but the underlying reasons for the moves are somewhat different. The current market could justify a somewhat more proactive approach to corn, while cott...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
A journalist and agribusiness marketing professional with 15+ years of experience across the U.S., Brazil, and Argentina with published work in Successful Farming and Elders (Australia). He is the host of the ConnectedFarmer YouTube channel.
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