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 | 42 | Founded | 4 months ago | Last Issue | 10 days ago |
| Active | |||||
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foodgeopolticsreport.substack.comLatest Issues
Brazil's Soybean Premium Just Vanished. Here's Why
For five consecutive months, Brazil exported more than 14 million metrics tons of soybeans
Over the past six months, the competitive balance in the global soybean market has shifted dramatically. Following Brazil's record 2025/26 harvest,...
The First Crack in Brazil's Safrinha: Paraná Crop Cut Tests Record Harvest Narrative
Brazil’s total second corn output may be cut
For months, Brazil’s safrinha corn crop has been viewed as one of the world’s biggest bearish stories—a harvest large enough to sustain record exports and weigh on global corn prices. That narra...
The Trend is Confirmed: McDonald's Bets on Chicken
The Big Mac’s affordability is at risk (Wikimedia Commons)
A recent La Nación interview featuring McDonald’s Latin America Chairman Woods Staton underscores a strategic shift that is becoming increasingly visible across the global food ind...
Brazil’s New Biofuel Mandates Change Agricultural Markets
Brazil has accelerated its transition toward renewable transportation fuels with another round of biofuel mandate increases, reinforcing the country’s long-term strategy of reducing fossil fuel imports while expanding domestic demand for ag...
U.S. Tariffs on Brazil: The Key Exemptions
Coffee plantation in Minas Gerais, Brazil (Wikimedia Commons). New measures will not impact the crop, which faced significant drought exposure in recent years
The United States has announced a new 25% tariff on selected Brazilian imports,...
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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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