1. EachPod

Ep115: BRICS is a Symptom, Not a Threat, with Rob Fox and Tanner Ehmke of CoBank

Author
Joe Mosher
Published
Wed 21 May 2025
Episode Link
https://sites.libsyn.com/462738/ep115-brics-is-a-symptom-not-a-threat-with-rob-fox-and-tanner-ehmke-of-cobank

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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