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Lorcan Roche Kelly, Sonic AI
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Lorcan Roche Kelly
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Lorcan Roche Kelly
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Forecasts indicate that the total acreage for wheat plantation in the US is the lowest since records began in 1919.
Expert perspective
Lorcan Roche Kelly
May 18
The US cattle herd is at its lowest level in 75 years, contributing to high beef prices.
Expert perspective
Lorcan Roche Kelly
May 18
Aged cheeses are expected to become harder to find in the next two years as producers shift to soft cheeses with faster production cycles to avoid tying up capital in a falling market.
Expert perspective
Lorcan Roche Kelly
May 18
Dairy companies in the US and Europe are increasingly focusing on producing whey protein, making cheese the byproduct, which is a reversal of the business model from 30 years ago when whey was conside...
Expert perspective
Lorcan Roche Kelly
May 18
The European Union's Carbon Border Adjustment Mechanism (CBAM) tax, effective January 1, 2026, is expected to add up to €120 per tonne to the cost of imported urea.
Expert perspective
Lorcan Roche Kelly
May 18
The United Kingdom's version of the Carbon Border Adjustment Mechanism is scheduled to take effect on January 1, 2027.
Expert perspective
Lorcan Roche Kelly
May 18
The 20% weakening of the US dollar over the past year has had a greater negative impact on European agricultural exports to the US than trade policy has.
Expert perspective
Lorcan Roche Kelly
May 18
Tyson Foods lost $150 million in three months from its beef processing operations.
Expert perspective
Lorcan Roche Kelly
May 18
In anticipation of the CBAM tax, European farmers increased fertilizer purchases by 60% to 80% above normal levels in November and December 2025.
Expert perspective
Lorcan Roche Kelly
May 18
There are currently four or five massive cheese production plants being built in the United States.
Expert perspective
Lorcan Roche Kelly
May 18
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