Food Geopolitics Report
Luis Vieira, Manuel ReyesThe 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 | 32 | Founded | 3 months ago | Last Issue | 6 days ago |
| Active | |||||
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foodgeopolticsreport.substack.comLatest Issues
Brazil Relaunches Its Flagship Farm Program. Why It May Have Less Impact Than in Previous Years
The program helped finance Brazil-s agricultural expansion for years mostly by financing the update the country’s machinery (Wikimedia commons)
Brazil’s government this week unveiled the 2025/26 Plano Safra (Crop Plan), making approximate...
Logistics Elasticity: Structural Decline in Grain Market Transmission Efficiency
A structural breakdown in basis convergence, regional spreads, and physical grain flow efficiency
The growing dispersion in U.S. grain basis may reflect a structural decline in logistics elasticity—the ability of the grain transportation s...
US Wheat Harvest Speeds Up in the South, Stuck in the Northern Plains
Wheat fields in Keenesburg, CO in 2020. In that season, the crop had adequate weather and substantial yield. State my have 54% less output in 2026
At first glance, America’s winter wheat harvest appears to be charging ahead.
The USDA repo...
Which Countries Are Emerging as Sorghum Powers?
Sorghum has also been demanded by several countries for multiples purposes (Robert Klein/USDA ARS Image Gallery)
In a recent Food Geopolitics Report interview, we examined how Brazil’s expanding ethanol industry could become a major new so...
Mato Grosso’s First Soybean Warning Shot: How Much Does a 5.2% Decline Really Matter for Brazil?
Brazil’s soybean market received its first noteworthy caution signal for the 2026/27 season this week after the Mato Grosso Institute of Agricultural Economics (Imea) released an initial forecast projecting soybean production in Mato Grosso...
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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.
International lawyer with experience in U.S.-funded programs across Latin America, including multimillion-dollar anticorruption initiatives. Works on resource governance and geopolitical risk; trained in Civil and U.S law; bilingual EN/ES.
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