Ep115: BRICS is a Symptom, Not a Threat, with Rob Fox and Tanner Ehmke of CoBank
May 21, 2025•54 min
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Episode description
Show Highlights:
- Grain’s global oversupply and the myth of 10 billion mouths to feed. [05:53]
- Prospects for biofuels amid surplus grain production. [08:08]
- Post-China grain export market - can we replace lost demand in the aggregate? [10:07]
- The free trade “hard reboot” and shift from multilateral to bilateral agreements [17:49]
- Ag market access and protectionism in Japanese rice and Canadian dairy. [27:26]
- BRICS and de-dollarization is not the competitive threat we need to worry about. [32:15]
- The inefficiency burden of diversifying U.S. grain exports. [42:37]
- Preparing for growth despite market headwinds. [48:34]
CoBank Knowledge Exchange: https://www.cobank.com/Knowledge-Exchange/
Rob Fox on LinkedIn: https://www.linkedin.com/in/robert-gregory-fox/
Tanner Ehmke on LinkedIn: https://www.linkedin.com/in/tannerehmke/
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