Supply Chain Research

China is set to increase the number of import licenses available to Brazillian meat suppliers as part of a state visit next month. That could be negative for U.S. farmers if a China-U.S. trade deal isn’t reached. A China-Brazil deal comes as total Brazilian meat exports have stagnated in the past 12 months. A 5.2% drop in exports to the Middle East was only just offset by a 16.4% rise in shipments to China. The latter has been led by a 30.7% jump in exports to China by JBS. By contrast BRF suffered a 2.4% drop, possibly as the result of earlier safety concerns. Second tier suppliers incl...