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domestic dairy gets six more months
retaliation, yes; but a standards-first reset at home, too
Aug 27, 2025
•
Matthew Nicol
3
september: deposits, deadlines, and doubt
trade probes bite, Russia zones pitched, Tang sentenced
Oct 1, 2025
•
Matthew Nicol
6
2
an offal racket
taxing the trotters off EU pig imports
Sep 10, 2025
•
Matthew Nicol
5
1
Most Popular
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Beijing’s beef and dairy subsidy boom
Jun 18, 2025
•
Matthew Nicol
7
1
new policy · soybean futures overhaul tightens compliance
Jun 27, 2025
•
Matthew Nicol
5
september: deposits, deadlines, and doubt
Oct 1, 2025
•
Matthew Nicol
6
2
an offal racket
Sep 10, 2025
•
Matthew Nicol
5
1
field notes · Dandong's berry boom and uncertain futures
Jul 4, 2025
•
Matthew Nicol
6
1
import cuts won’t fix farmgate prices
Apr 30, 2025
•
Matthew Nicol
4
2
Recent posts
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august: trade defence, standards, harvest resilience
dairy probe drifts past standards reset; canola margins go red; harvest cash deployed
Sep 1, 2025
•
Matthew Nicol
2
1
making demand real
channels, standards and fiscal flows that pull consumption
Aug 29, 2025
•
Matthew Nicol
3
MARA's supply-side bet
lifting demand by making quality pay
Aug 19, 2025
•
Matthew Nicol
3
1
canola squeeze as stress test
Canadian canola blocked, soy oil exported, and Beijing plays for leverage in wider trade disputes
Aug 18, 2025
•
Matthew Nicol
3
2
2
See all
Analysis
View all
an offal racket
taxing the trotters off EU pig imports
Sep 10, 2025
•
Matthew Nicol
5
1
making demand real
channels, standards and fiscal flows that pull consumption
Aug 29, 2025
•
Matthew Nicol
3
domestic dairy gets six more months
retaliation, yes; but a standards-first reset at home, too
Aug 27, 2025
•
Matthew Nicol
3
MARA's supply-side bet
lifting demand by making quality pay
Aug 19, 2025
•
Matthew Nicol
3
1
canola squeeze as stress test
Canadian canola blocked, soy oil exported, and Beijing plays for leverage in wider trade disputes
Aug 18, 2025
•
Matthew Nicol
3
2
2
Month-in-Focus
View all
september: deposits, deadlines, and doubt
trade probes bite, Russia zones pitched, Tang sentenced
Oct 1, 2025
•
Matthew Nicol
6
2
august: trade defence, standards, harvest resilience
dairy probe drifts past standards reset; canola margins go red; harvest cash deployed
Sep 1, 2025
•
Matthew Nicol
2
1
july: brandy tariffs, edible oil crackdown, soymeal sourcing shift
grain markets face volatility, rural finance reforms stumble, premium consumption push accelerates
Aug 1, 2025
•
Matthew Nicol
2
june: digitising food, tightening futures, diversifying dairy
Beijing tightens futures compliance, digitises supply chains, and widens dairy sources
Jul 1, 2025
•
Matthew Nicol
4
1
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