Agrifood for Thought

In the latest episode of Agri-Food for Thought, Simon Duke speaks with Expana’s Senior Manager of Grains and Oilseeds Benoît Fayaud and Industrials Market Reporter Greg Potter. Benoît Fayaud examines the increasingly disrupted Black Sea grain trade, with Ukrainian and Russian exports falling sharply after the closure of Black Sea ports. Looking further ahead, Benoît says the current market is bein...

A look at China's shifting trade policies, the state of the U.S. cattle herd, and more with Expana's top beef market analysts. Disclaimer No information (whether written, electronic or oral) made available to recipients or viewers of this content or associated documentation by Expana or its affiliates (“Expana”) otherwise constitutes or is to be taken as constituting, the giving of investment advi...

Join host, Expana Managing Editor - EMEA Simon Duke, on Agri-food for Thought as he explores the forces shaping agricultural markets with two expert guests offering deep market insights. This week's episode kicks off with a news roundup covering significant regulatory changes, geopolitical tensions, and supply chain disruptions. The FDA has proposed mandatory notification requirements for food add...

Join host, Expana Managing Editor - EMEA Simon Duke, on Agri-food for Thought as he explores the forces shaping agricultural markets with two expert guests offering deep market insights. This week's episode kicks off with a news roundup covering significant regulatory changes, geopolitical tensions, and supply chain disruptions. The FDA has proposed mandatory notification requirements for food add...

The global seafood trade is a complex web of species, product forms, production regions, and seasonality. Join Jamie and a special guest as they dive into the deep waters of trade policy and the latest round of tariff news. Disclaimer No information (whether written, electronic or oral) made available to recipients or viewers of this content or associated documentation by Expana or its affiliates...

Simon Duke opens with a brief news round-up: USMCA non-renewal in favour of bilateral US trade deals with Canada and Mexico, EU Deforestation Regulation expansion to include coffee and palm oil derivatives, and Fourth of July grilling demand dynamics. The episode's focus, however, is on current grain and oilseed market dynamics. Murphy Campbell (Grains and Oilseeds Reporter, Expana) covers the USD...

Simon Duke opens with a brief news round-up: USMCA non-renewal in favour of bilateral US trade deals with Canada and Mexico, EU Deforestation Regulation expansion to include coffee and palm oil derivatives, and Fourth of July grilling demand dynamics. The episode's focus, however, is on current grain and oilseed market dynamics. Murphy Campbell (Grains and Oilseeds Reporter, Expana) covers the USD...

Consumers are demanding more protein... in everything. Food companies are responding to the challenge. Listen now.

In episode 40 of Agri-Food for Thought, we return with a new format, featuring guests. We kick off with a news round-up (Middle East conflict situation, Super El Nino). Then follows a FIFA Football 2026 World Cup update (featuring guests Jaime Almeida, Market Reporter - Beef at Expana, talking about Mexican trends; Ryan Gallagher, Editor at Expana, discussing US beer trends; and an account of a re...

PODCAST: Ep. 39 - Innovation and Adaptation at Fruit Logistica by Expana

In this episode of Agri-food for Thought, host Simon Duke welcomes Expana Editorial team member Fei Thompson to discuss the dynamic and challenging landscape of the food additives sector in early 2026. They begin with the global infant formula recalls triggered by cereulide toxin found in arachidonic acid (ARA) oil supplied to major manufacturers like Nestlé, Danone, and Lactalis. The contaminatio...

In this episode, we dive into Expana's Thanksgiving Dinner Index for 2025.

On today's episode, we welcome Malcolm Harrison, an international board-level executive with expertise in general management, operations, procurement, and sales. He has worked in diverse business environments across Brazil, China, France, Gulf states, the UK, the US, and West Africa. A veteran and engaging leader, Malcolm has always sought to improve business performance through growth and efficie...

Today we discuss the role of procurement, and how Procurement Decisions Turn Market Insight into Business Advantage. This is a complex issue, a lot more than one may think. Procurement professionals operate in a high-pressure environment characterized by aggressive goals, tight deadlines, and complex supply chains. But there are ways to stay ahead of the game. On today's episode, I welcome Janet L...

Today we explore something different. A trend that is definitely here to stay and one that we are all integrating into our workflows. This transformative trend, however, is only in the infancy stages of its huge potential, and many of us, it is fair to say, are struggling to realize how to use it, and some of us even fear it… I’m talking about AI, of course.  On today's episode of Agri-Food for Th...

Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals. Today, we bring you up to speed with merger & acquisition activity in the global agrifood landscape that occurred in August 2025 as part of the monthly M&A focus series.  This episode breaks down the deals by segment, covering most of the 23 agricultural commodity categories tracked on Expana....

Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals. Today, we bring you up to speed with merger & acquisition activity in the global agrifood landscape that occurred in July 2025 as part of the monthly M&A focus series. July 2025 M&A activity somewhat slowed down compared to previous months. The ongoing tariffs situation, the global focus o...

Jamie gets the scoop from Market Analyst Pete Iridoy on how pork is benefitting at retail amidst high beef prices.

Episode 30 - M&A in the Global Agri-Food Industry - June 2025 by Expana Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals. Today, we bring you up to speed with merger & acquisition activity in the global agrifood landscape that occurred in June 2025 as part of the monthly M&A focus series. June 2025 M&A activity picked up marginally co...

Episode 29 - M&A in the Global Agri-Food Industry - May 2025 Overview by Expana Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals. Today, we bring you up to speed with merger & acquisition activity in the global agrifood landscape that occurred in May 2025 as part of the monthly M&A focus series. May 2025 was generally quieter in terms of...

Episode 28 - M&A in the Global Agri-Food Industry - April 2025 Overview by Expana Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals. M&A in the global agri-food industry is an ongoing and very regular trend. Although many companies are hitting the brakes on M&A as they face tariffs and market uncertainty, hundreds of deals continue to take...

Episode 27 - VIV Asia, a Mirror of APAC Market Sentiment? Feat. Lydia Ma & Fei Thompson by Expana Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals. On today's episode of Agri-Food for Thought, we discuss market sentiment picked up at VIV Asia 2025, a leading trade show for the feed-to-food industry in Asia. Held from March 12-14 in Bangkok, the e...

Episode 26 - M&A in the Global Agri-Food Industry - March 2025 Overview by Expana Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals. M&A in the global agri-food industry is an ongoing and very regular trend. Although many companies are putting the brakes on M&A as they face tariffs and market uncertainty, hundreds of deals continue to take...

Just in time for March Madness, Jamie sits down with chicken market analyst, Matt Busardo, to dissect the driving forces behind this consumer-favorite category.

Episode 24 - M&A in the Global Agri-Food Industry - February 2025 Overview by Expana Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals. On today's episode of Agri-Food for Thought, we showcase selected mergers and acquisitions in the agri-food sector that took place in February 2025.M&A in the global agri-food industry is an ongoing and very r...