Insights

Market notes on global animal-protein trade

Raphael Carmo · Managing Partner, 4D World

China opens to Brazilian bovine gallstones

Key Takeaways ▸ China signed a protocol opening its market to Brazilian bovine gallstones. ▸ Gallstones are the raw material behind niu huang, prized in Chinese medicine. ▸ Only a small fraction of ca...

China Pharma Rendering Trade Policy

30 juil. 2026

Raphael Carmo · Managing Partner, 4D World

China's Beef Quota Just Ran Out. Now What?

Key Takeaways ▸ China's 2026 tariff-free safeguard quota for beef, around 1.1 million tonnes, has been used up. ▸ Beef imported beyond the quota reportedly faces an added surcharge of roughly 55%. ▸ T...

Brazil China Food Regulation Trade Policy

29 juil. 2026

Raphael Carmo · Managing Partner, 4D World

China's $24bn pet boom and Europe's ingredient math

Key Takeaways ▸ China produced 1.9 million tonnes of pet food in 2025, up 17.9%. ▸ Chinese pet-food sales rose roughly sixfold between 2014 and 2024. ▸ China's pet market is estimated at around US$24 ...

China Europe Pet Food Prices & Markets

28 juil. 2026

Raphael Carmo · Managing Partner, 4D World

Brazil's Chicken Machine Breaks Its Own Record — Again

Key Takeaways ▸ Brazil is the world's largest chicken exporter and set another record in 2026. ▸ Industry association ABPA tracks and reports Brazil's poultry export volumes. ▸ China, Japan, and the U...

Brazil Food Prices & Markets

27 juil. 2026

Raphael Carmo · Managing Partner, 4D World

Brazil's new address book: diversification in action

Key Takeaways ▸ With China's quota tight, Brazil courts Japan, South Korea, Vietnam and Turkey. ▸ In 2026, 109 destinations bought more Brazilian beef while 42 bought less. ▸ Four new priority markets...

Brazil Japan Prices & Markets South Korea

26 juil. 2026

Raphael Carmo · Managing Partner, 4D World

The 90-Cent Pound: How Biofuel Turned Tallow Into America's Most Wanted Fat

Key Takeaways ▸ Beef tallow prices have climbed toward a record near 90 cents per pound. ▸ Renewable diesel and sustainable aviation fuel demand is driving tallow's price surge. ▸ Tallow is a rendered...

Prices & Markets Rendering United States

25 juil. 2026

Raphael Carmo · Managing Partner, 4D World

Why is premium pet food obsessed with the wolf?

Key Takeaways ▸ Ancestral-diet marketing sells the wolf, but dogs are adapted omnivores. ▸ Dogs carry extra copies of a starch-digesting gene wolves lack (Axelsson, 2013). ▸ Domestication reshaped dog...

Innovation Pet Food

24 juil. 2026

Raphael Carmo · Managing Partner, 4D World

EUDR, Take Two: Your New Deadline Is 30 December 2026

Key Takeaways ▸ The EUDR applies from 30 December 2026 for large and medium-sized operators and traders. ▸ Cattle and beef are among seven commodities covered by the regulation. ▸ Products must be def...

Europe Regulation Sustainability Trade Policy

23 juil. 2026

Raphael Carmo · Managing Partner, 4D World

The 25% tariff lands — but beef ducks it

Key Takeaways ▸ A 25% Section 301 duty on Brazilian goods took effect July 22, 2026. ▸ Beef, coffee, rare earths and aircraft parts were carved out of the tariff. ▸ Sugar, apparel and textiles, paper ...

Brazil Trade Policy United States

22 juil. 2026

Raphael Carmo · Managing Partner, 4D World

Premium Pets, Premium Proteins: The $64 Billion Ingredient Race

Key Takeaways ▸ The pet food ingredients market is projected to approach US$64.5 billion by 2036. ▸ Pet humanization pushes owners toward higher-quality, human-grade protein ingredients. ▸ Named prote...

Pet Food Prices & Markets United States

21 juil. 2026

Raphael Carmo · Managing Partner, 4D World

Brazil beef's first monthly dip since January 2025

Key Takeaways ▸ July 2026 beef exports track toward ~248,000 t, below 276,900 t a year earlier. ▸ It is Brazil's first year-on-year monthly beef decline since January 2025. ▸ The daily export average ...

Brazil China Prices & Markets

20 juil. 2026

Raphael Carmo · Managing Partner, 4D World

Protecting the cold chain from plant to port

Key Takeaways ▸ Frozen protein must stay at or below -18C from processing all the way to the vessel. ▸ Most cold-chain failures happen at handoffs: loading, transfers, and port staging. ▸ Reefer conta...

Food Food Safety Logistics & Shipping

19 juil. 2026

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