4-6 Marc Ostwald Unpacking


‘Deglobalization’ Myths Fragmentation and polarization are key aspects of our ‘G Zero’ world, in which no single country or group of countries is able, let alone willing to drive some form of ‘global’ agenda, and thereby maintain some semblance of ‘world order’.


8-9 Alberto Peixoto Sugar eyes are on Brazil again! The weather in Brazil this year has improved vs. last year i.e. there is more rain. The rainning season, which tends to start in Sept and go until March was better in 24/25 (from mid September) than 23/24, but the rainfall during Feb/ March 25 wasnt great. Brazil CS is getting some rain still, every so often and the Cane on the ground is benefiting from it.


10-11 Mads Frank Markussen Could USTR Shift Grain Shipping Strategies? In April 2025, the Office of the U.S. Trade Representatives finalised a set of measures under Section 301 of the Trade Act aimed at countering China’s dominance in maritime shipping and shipbuilding. The new policy, set to take effect in October 2025, introduces escalating fees on vessels entering U.S. ports if they are built, owned, or operated by Chinese entities. However, the details have so far been somewhat vague.


13-15 Eddie Tofpik Trading Hours, Days, Weeks…& CFTC Release No. 9068-25! Trading 24 hours…365 days a year…it’s up once again!


16-19


Edwin Burgers Europe’s Frozen Fry Sector Stalls as Export Markets Crack Under Pressure Europe’s frozen fry industry is facing significant challenges as export markets weaken under mounting economic pressures. Amid rising costs, shifting consumer demands, and increasing competition, the sector finds itself at a crossroads, with growth opportunities dwindling and supply chain disruptions adding to the complexity.


20-21 Shahil Nathoo Rotations away from Safe-Haven Assets We are arguably living in a new macroeconomic regime marked by persistent geopolitical tensions, elevated inflation and interest rates, trade fragmentation and the lingering after-effects of the pandemic.


22 23 24


ADMISI Youtube Playlist


ADMISI Events ADMISI Social Links


About Grains & Oilseeds 25


The Ghost In The Machine Library


27 About ADMISI


About Soft Commodities 26


3 | ADMISI - The Ghost In The Machine | Q2 Edition 2025


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28