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Statement from the U.S. Department of Agriculture on JBS USA Ransomware Attack

As noted earlier today by the White House, USDA is aware of the ransomware attack against JBS, which is affecting the company’s operations, including its facilities in the United States. USDA continues to work closely with the White House, Department of Homeland Security, JBS USA and others to monitor this situation closely and offer help and assistance to mitigate any potential supply or price issues. As part of that effort, USDA has reached out to several major meat processors in the United States to ensure they are aware of the situation, encouraging them to accommodate additional capacity where possible, and to stress the importance of keeping supply moving.

USDA has also been in contact with several food, agriculture and retail organizations to underscore the importance of maintaining close communication and working together to ensure a stable, plentiful food supply. USDA will continue to encourage food and agriculture companies with operations in the United States to take necessary steps to protect their IT and supply chain infrastructure so that it is more durable, distributed and better able to withstand modern challenges, including cybersecurity threats and disruptions.

Source : usda.gov

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2026/27 South American Early Soybean Planting Pace a Record + A Repeat of 1998 in Hogs?

Video: 2026/27 South American Early Soybean Planting Pace a Record + A Repeat of 1998 in Hogs?


Despite a Super Strong El Nino the early South American soybean planting pace is ahead of schedule.
The long-term forecast looks dry for the North but wet for the South including Argentina.
China bought 1.5 mmt of U.S. soybeans this week with rumors of 2 mmt and now at 68% of 25 mmt commitment.
The question mark remains the Chinese pledge towards the $17 billion in ag purchases.
NOPA weekly crush report was lower than expected. Another hot U.S. wholesale inflation print this week.
Investors rotating out of AI
Weak U.S. pork demand weighing on hogs
+ CFTC.