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Agri Chain

Agri Chain

The Ag-Chain is the specialized intelligence vertical of ESSFeed, dedicated to the upstream agricultural supply chain. We provide rigorous, data-backed analysis on the production, pricing, and movement of global crops, grains, seeds, proteins, and specialty produce. Built for senior stakeholders, our reports isolate the variables that impact market volatility and procurement strategy, delivering the clarity required to navigate the entire journey from farm to fork.

Black Sea strikes spike wheat, Russia doubles duty, Ukraine exports crash 76%

Aug 17, 2026

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3 min read

Black Sea strikes spike wheat, Russia doubles duty, Ukraine exports crash 76%

Plus: palm oil hits 4-month high, Kazakhstan wheat crop falls 30%, fertilizer prices stuck through 2028

Robert Gultig
Robert Gultig
Tyson Closes Two Beef Plants, Sells a Third. Ukraine Strikes Take Out Three Russian Grain Terminals. California Phases Out a Major Herbicide.

Aug 14, 2026

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5 min read

Tyson Closes Two Beef Plants, Sells a Third. Ukraine Strikes Take Out Three Russian Grain Terminals. California Phases Out a Major Herbicide.

Tyson just made its biggest beef network overhaul in two decades as America's cattle shortage bites. A massive overnight drone attack disabled a third of Russia's grain export capacity and killed three people, including a child. And California just became the second US state to effectively end paraquat use.

Robert Gultig
Robert Gultig
USDA's August WASDE Just Landed — And the Market Reaction Wasn't What Anyone Expected

Aug 13, 2026

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5 min read

USDA's August WASDE Just Landed — And the Market Reaction Wasn't What Anyone Expected

Corn stocks came in well below trade guesses despite higher acreage, and futures jumped. Ukraine's harvest forecast went up while its export forecast went down. And two more Russian grain terminals just went dark after drone strikes.

Robert Gultig
Robert Gultig
USDA's Big Report Lands Tomorrow. Two Cheese Makers Just Bet $335M on Protein Demand. Wheat Prices Aren't Reacting the Way You'd Expect.

Aug 12, 2026

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5 min read

USDA's Big Report Lands Tomorrow. Two Cheese Makers Just Bet $335M on Protein Demand. Wheat Prices Aren't Reacting the Way You'd Expect.

The first real, survey-based read on this year's corn and soybean crops drops in the next 24 hours — and traders are already positioning for a cut. Two North American dairy processors just committed a combined $335 million to cheese capacity. And there's a genuine puzzle in the wheat market worth understanding before you make your next pricing call.

Robert Gultig
Robert Gultig
Ukraine's Grain Corridor Is Collapsing. US Wheat Hits a 56-Year Low. JBS Just Handed the Keys Back to the Family.

Aug 11, 2026

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5 min read

Ukraine's Grain Corridor Is Collapsing. US Wheat Hits a 56-Year Low. JBS Just Handed the Keys Back to the Family.

PLUS: August weather will decide whether corn and soybean prices test new lows or hold, with ear-filling and pod development now underway across the Corn Belt.

Robert Gultig
Robert Gultig
Ukraine's Grain Exports Collapse 84% as Drought Grips Europe

Aug 10, 2026

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8 min read

Ukraine's Grain Exports Collapse 84% as Drought Grips Europe

Rail shipments to Odesa nearly stopped this month, Russia pocketed a £500M fertiliser windfall, and CNH's profits fell 25% on a "trough year."

Robert Gultig
Robert Gultig
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Agri Chain

The Ag-Chain is the specialized intelligence vertical of ESSFeed, dedicated to the upstream agricultural supply chain. We provide rigorous, data-backed analysis on the production, pricing, and movement of global crops, grains, seeds, proteins, and specialty produce. Built for senior stakeholders, our reports isolate the variables that impact market volatility and procurement strategy, delivering the clarity required to navigate the entire journey from farm to fork.

© 2026 Agri Chain.
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