Food for thought

A collection of commodity industries thought leadership articles, blog posts, news, insights, case studies, videos and more!

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The New Reality of Beef Pricing

Navigating Structural Scarcity in the 2026 Beef Market Key Insights U.S. cattle inventory fell to 86.2 million head in January, establishing a structural supply floor. …

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Agribusiness, Meat, & Other Food

Further Processors should watch Netflix

That’s notable because the company should finish up 2017 with about $12 billion in revenue. So why is Netflix budgeting two-thirds of 2018 revenues on content creation? …

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Mining & Natural Resources

Value: what’s your downside alongside the upside?

Interestingly, at the same time, billions of dollars of private and sovereign equity is being amassed outside the existing mining houses with the intent of deployment in …

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Agribusiness, Meat, & Other Food

Is Tyson the Tesla of Animal Protein

Buying a product that won’t be available for 18 months seems a bit risky, so what are the advantages of being at the forefront on technology with more potential than …

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Agribusiness, Meat, & Other Food

Will Amazon send meat distributors the way of the dinosaurs?

But food distribution is on the brink of disruption - distributors should stop focusing on their traditional competitors and start establishing a competitive advantage …

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Agribusiness, Meat, & Other Food

Blockchain, the food chain & the billion dollar problems to be solved

You can’t buy blockchain at Ace Hardware, Bass Pro, or Tractor Supply. You can’t even buy it on Amazon. Blockchain isn’t a physical product. Blockchain is a technology …

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Agribusiness, Meat, & Other Food

3 ways meat leaders can navigate The Void

But in the article, “Why Big Food Is Having a Mass CEO Exodus: No wonder so many have stepped down—they’re up against a changing landscape.” the author points out that …

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Agribusiness, Meat, & Other Food

4 Ways to Assess Your Company's Analytical Horsepower

The following white paper includes: An in-depth look at the benefits of moving up the analytics value continuum How to assess where you are along the continuum What you …

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Agribusiness, Meat, & Other Food

Should the meat industry care whether Amazon or Walmart wins?

But none of it matters. Sure its fascinating to see it all unfold, like a real time case study on business strategy. But should the meat industry care whether Amazon or …

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Agribusiness, Meat, & Other Food

The Critical Component to AgTech Data? Humans.

To read Tim’s full commentary on the interview, visit Future of Ag.

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