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Welcome to the CropGPT Podcast, your go-to resource for cutting-edge insights at the intersection of crop production, trading and artificial intelligence. Our fully AI podcast provides weekly updates and key data including weather analysis, crop analysis, market trends, and pricing - updated every week for every crop Each episode is a summary of all the key features Whether you're a producer, trader, or just passionate about crop data the CropGPT Podcast provides you with actionable intellig ...
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Start your day with the NAB Morning Call for the latest overnight key economic and market information straight from our team of expert market economists and strategists. This includes perspective on overnight news and market price action and the forces shaping movements in Australian and global markets in the days ahead. Hosted on Acast. See acast.com/privacy for more information.
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Real talk about real assets. Join USCF Investments as we get real about commodities and financial markets.
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Featuring experts in the agricultural industry, the regenagri podcast explores the ways that global farming is steering towards more regenerative agriculture approaches and how the movement is evolving at pace. Tune in regularly to hear about all things regenerative and stay at the forefront of the global movement.
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Weekend Edition: Building bigger and better.
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Friday 20th June 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Research by CEDA (the Committee for Economic Development of Australia) shows that in the last fifty years or so the construction industry has not made the productivity gains experienced in …
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Kicking the can on Iran, dovish hold from the BoE
16:49
16:49
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Friday 20th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Oil prices are still elevated over the question on whether the US will side with Israel in the war with Iraq and the possible repercussions of such a move. But the US President has left the door open for negotiations, now saying he’ll …
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Fed all agree to hold, but mixed view on dots as outlook weakens
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Thursday 19th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Fed agree unanimously to keep rates on hold, but the expectation of two cuts this year was enough for shares to rise a little today before finishing flat, no doubt driven down by geopolitical uncertainty and more weak data. NAB’s…
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More signs of US slowdown, as Middle East tensions escalate
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Wednesday 18th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets are squeamish today as fears mount that the US will become more involved in the war between Israel and Iran. Certainly, the optimism that the whole affair will be over in a hurry has diminished, with the US dollar higher, oi…
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Underpricing war? Pulling out of the dollar.
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Tuesday 17th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets seem optimistic that a resolution between Israel and Iran will be found. NAB’s Rodrigo Catril says there’s a general feeling that Iran has its back against the wall and is trying to communicate that they want to d e-escalate t…
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Oil prices rise, gold hits new high, as Middle East war escalates
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Monday 16th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Since Israel fired bombs into Iran on Friday there has been bombardment on both sides. NAB’s Ray Attrill talks about how the US dollar has resumed its safe haven status, with the Aussie losing ground as risk-off sentiment rises. Phil a…
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Weekend Edition: Back from the brink. How to save a business in distress.
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Friday 13th June 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Data from CreditorWatch shows that almost one in ten hospitality businesses in Australia shut down in the 12 months to April. Whilst the growth in insolvencies has levelled off this year, i…
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Dollar not so mighty, job claims rising, Trump has envelopes ready.
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Friday 13th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Producer prices in the US, just like CPI, seem to have had very little impact from tariffs so far. But jobless claims are rising. NAB’s ray Attrill says the continuing claims are similar to recession levels. All the more reason for the…
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Thursday 12th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Two big bits of news overnight, First, a trade deal has been reached between the US and China, that secures supplies of China’s rare earths for the US, and allows China to import goods that had previously been blocked. But, as NAB’s …
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All quiet on tariff talks, but UK surprises with soft jobs data
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Wednesday 11th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The UK has grabbed a bit of the focus overnight. All eyes are on the US-China trade talks in London. Equities have been helped by the positive sentiment coming from US trade secretary Howard Lutnick, although NAB’s Rodrigo Catril wo…
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All eyes on US China talks. Trump wants rocket fuel from the Fed.
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16:08
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Tuesday 10th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets had been preparing for a softer jobs print in the US on Friday. NAB’s Taylor Nugent joins Phil to talk about a result that was better than expected, but there are still plenty of signs of weakness. Perhaps not enough, though, …
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Has China Been Trying to Damage US Grain Supplies?
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Agro-Espionage – China's Hidden War on America's Harvest Opening Segment: The Detroit Case – A New Front Line On 3 June 2025, FBI agents in Michigan arrested Yunqing Jian, a Chinese national, for allegedly smuggling vials of Fusarium graminearum into the United States. Co-Conspirator: Her partner, Zunyong Liu, is accused of sneaking the fungus thro…
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Weekend Edition: Trump is not the end of the world
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23:08
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Friday 6th June 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Should we be worried about the long-term effects of the Trump presidency? The OECD this week downgraded global growth forecasts because of the uncertainty brought about by his tariff regime.…
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Talks with Xi, a Broken Bromance and Jobs Worries
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Friday 6th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There hasn’t been a lot of love lost between President Xi and President Trump, but a 90 minute phone call might be the start of a journey of reconciliation. But US equity markets seem to be responding more to the end of the Trump-Musk b…
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Economy goes soft as Trump plays hardball
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Thursday 5th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets have reacted to a softer than expected US Services ISM, which unexpectedly dipped into contraction territory (just). That’s on top of the JOLTs numbers this week that showed a rise in unfilled vacancies, weaker manufacturing n…
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Job openings up, but growth forecasts down (globally and at home)
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Wednesday 4th June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US equity markets got off to a bad start when the OECD released a downgrade to its growth forecasts but NAB’s Skye Masters says there was a change in mood when the JOLTs data was released. An expected fall in job openings didn’t mate…
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Tuesday 3rd June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB President Trump clearly has no intention to roll back on his doubling of steel tariffs on Wednesday. On Truth Social this morning he declared that he didn’t want America’s future to be built with “shoddy steel” from Shanghai, rather th…
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Oil and steel kick off a week, that finishes with jobs
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Monday 2nd June 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As NAB’s Taylor Nugent points out, the announcement by President Trump of a doubling in steel tariffs from Wednesday happened after the US market close. OPEC+ also announced an increase in production over the week. So, the week kicks of…
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Global Sugar Market: 2025/26 Outlook and Historical Parallels Episode Overview: This episode provides an in-depth analysis of the projected global sugar market for the 2025/26 marketing year. We will discuss the anticipated record production and surplus, examine the principal factors driving this increase, and draw comparisons with past periods of …
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Weekend Edition: A pragmatic Trump and a determined China
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33:50
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Friday 30th May 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Have we seen the worst of the US-China tariff dispute? Yan Wang, Chief Emerging Markets & China Strategist at Alpine Macro seems to think so. Talking from Montreal on this weekend’s podcast,…
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Friday 30th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US Appeals Cout has determined that Trump’s tariffs can stay, for now, but it remains a battle the President will have to fight. Kit seems markets had assumed he’d find a way to impose his tariffs anyway otherwise we would have seen…
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NVIDIA beats of revenue, but misses on margin
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Thursday 29th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB NVIDIA results show the chip manufacturer has beaten estimates on revenue, but has fallen behind on gross margin and EPS. Nonetheless, their share price was initially up in after-hours trade. It comes after a session that saw sharp fa…
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Wednesday 28th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB In the US investors left for the long weekend with the sudden news of a major tariff hike on European goods just a week away. They were back at their desks on Tuesday morning with the news that that wasn’t happening - not this week a…
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Tuesday 27th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB European equities rose on Monday on the back of the news that the imposition of higher tariffs on Europe have been pushed back a month. Does that also mean the result will be lower than the threatened 50 percent? NAB’s Rodrigo Catril t…
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US Ag Economy - Jobs Up. Costs Down. Corn Exports Up
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This week on CropGPT, we dive into the data shaping the US ag economy and outlook for the 2025/26 season. Labour Market Snapshot Farm labour demand is rising: Hired workers by U.S. farm operators increased 3% in both January and April 2025 vs. the same weeks in 2024. Wage growth holds steady: All hired workers: $19.52/hr (+3% YoY) Field workers: $1…
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Monday 26th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB President Trump on Friday said that negotiations were not moving with the EU and he would impose a 50 percent tariff on the EU from this coming weekend. We’re hearing now that EU President Ursula von der Leyen has spoken to the Presiden…
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Ask Andrew: On NAB Earnings, the RBA, AI and the Economy
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27:16
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Friday 16th May 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. We made the call to our listeners, what would you like to ask NAB CEO Andrew Irvine? This week Phil puts your questions directly to him, with topics ranging from the health of the global eco…
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Friday 23rd May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US bond yields rose higher still this session, before retracing their steps. Interestingly they started falling after the House passed the Big Beautiful Tax Bill, even though that is expected to add significantly to the US government de…
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Thursday 22nd May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There was another weak bond auction in the US overnight, pushing yields ever higher. NAB’s Tapas Strickland says there is a risk premium being applied to US bonds, from concerns over tariffs and, perhaps more significantly, rising gov…
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Cyber Threats Targeting the UK Food Supply Chain Recent cyber attacks on the UK food supply chain and logistics sector have underscored significant vulnerabilities in this critical infrastructure. A detailed review of incidents since early 2022, particularly a series of attacks between February and May 2025, highlights the evolving nature of these …
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Wednesday 21st May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Bond yields fell significantly in Australia yesterday after the RBA’s rate cut. NAB’s Sally Auld says markets were divided as to what the central bank would do - some even thought they would keep rates on hold. NAB made the call for …
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Tuesday 20th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Fairly tepid moves across equities, bonds and currencies today with very little data and not much in the way of big announcements. The Deal of the Day probably goes to the UK and EU, who have agreed to less in the way of checks and bur…
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Monday 19th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There’s a lot of talk going on right now and President Trump is at the centre of most of it. Phil talks to NAB’s Ray Attrill about a plethora of negotiations that could influence markets this week. First, the Trump call to Putin, follow…
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Weekend Edition: Thinking beyond the deal
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30:58
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Friday 16th May 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. It’s been a frantic week of deal making by the US President. Was this always part of the plan? To create a destabilising set of circumstances that whets the appetite for deals with the US? P…
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Friday 16th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Softer retail sales and slower growth in produce prices has upped expectations for the speed of Fed cuts this year, pushing bond yields lower today. It’s been a curious session, with NAB’s Ray Attrill saying equities, bonds and the doll…
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Thursday 15th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Equity markets were a little more restrained today, perhaps because there were no big announcements to drive the enthusiasm. Tech is the exception, that continues to move up. And deals with Japan and South Kores are close, apparently.…
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Wednesday 14th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There’s no denying, President Trump and his team are out to do deals and, right now, markets seem to be loving in. NAB’s Skye Masters talks through today’s market action, which has seen a significant rise in tech stocks, helped by ne…
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90-day reprieve on debilitating US China tariffs
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Tuesday 13th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets were taken aback by the size and immediacy of tariff cuts announced Monday between China and the US. Although we did highlight it as a possibility in yesterday’s podcast. NAB’s Gavin Friend says it wasn’t just the size of the t…
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Substantial progress. But who holds the cards?
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Monday 12th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US Treasury Secretary Bessent said there had been ‘substantial progress’ in the negotiations with China over the weekend. Maybe the US is feeling the pressure, with stores warning of supply shortages. China, meanwhile, according to trad…
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UK Bioethanol Market Shake-Up: What the US Trade Deal Means Today we're talking about the significant impact of a recent UK-US trade arrangement, specifically focusing on how it affects the UK's bioethanol industry and its farmers. The big news is the UK government's decision to completely remove the 19% import tariff on US ethanol. This is a major…
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Weekend Edition: CRE – Why Everyone Needs Good NABERS
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Friday 9th May 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. The commercial real estate (CRE) market has struggled post-COVID, with working from home and online shopping both taking a chunk out of demand for properties. But the tide is starting to turn…
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Analysing the New UK-US Beef Trade Deal Welcome to this episode where we discuss the recent UK–US trade agreement and its implications for the beef industry. Key points covered in this episode: Overview of the Deal: A new UK–US trade agreement has been signed, which for the first time opens the UK market to significant imports of U.S. beef. In retu…
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A deal, a cut and another Trump trade tip
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Friday 9th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets have seen the positive side of the US-UK trade deal. It’s a sign that deals can be done to reduce tariffs, but NAB’s Ken Crompton wonders whether sentiment is running ahead of itself. Although there are some carves out for sector…
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Thursday 8th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB US equity markets took a hit when the Fed announced no change in interest rates, even though it was expected by just about everyone. Then shares picked up as Jerome Powell gave his press conference, in which he talked up the current st…
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Trump will make the call on tariffs, but not interest rates
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Wednesday 7th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US President has made it clear there won’t be negotiations back and forth on tariffs, he’ll simply make the call. NAB’s Sally Auld says that accounts for most of the uncertainty in markets today, with big falls in equities again. …
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Markets uncertain despite strong Services ISM
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Tuesday 6th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There’s much less enthusiasm in the markets today, with US equities finishing deeply in the red at session lows, finishing a nine-day winning streak. There’s no readily apparent reason, except perhaps for concerns the scope and timing o…
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Monday 5th May 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There was a risk-on Friday, as the price of equities rose, and repricing of Fed rate cut expectations saw bond yields rising too. NAB’s Tapas Strickland says there are two reasons for this optimism. First, the continued hope that some so…
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The weekly report on the global Canola market for week 18. Brought to you by CropGPTBy HSAT
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This episode provides a structured overview of regional production trends, pricing frameworks, and trade developments shaping the global coffee market. Colombia: The National Federation of Coffee Growers has introduced a standardized purchasing system that anchors grower payments to the New York Stock Exchange price, adjusted by exchange rates and …
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The weekly report on the global Soybeans market for week 18. Brought to you by CropGPTBy HSAT
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