Raphael Carmo · Managing Partner, 4D World Inside the Mercosur quotas: how the numbers actually work Key Takeaways ▸ The EU-Mercosur beef TRQ covers 99,000 tonnes a year at a 7.5% in-quota tariff. ▸ A new duty-free poultry TRQ of 180,000 tonnes phases in over six annual tranches. ▸ Volume beyond the ... Europe Food Trade Policy 3 de jun. de 2026
Raphael Carmo · Managing Partner, 4D World Europe's by-product engine just posted a record year Key Takeaways ▸ The EU processed 18.3 million tonnes of animal by-products in 2025, up 7.6% year-on-year. ▸ Category 3 material totaled 13.4 million tonnes, the class allowed in pet food and feed. ▸ O... Europe Pet Food Rendering 2 de jun. de 2026
Raphael Carmo · Managing Partner, 4D World China's pig farmers are bleeding $3.8 billion a month Key Takeaways ▸ China's hog sector loses about US$3.8 billion a month, roughly US$45 billion a year. ▸ Producers lose around US$65 per head across roughly 700 million pigs slaughtered yearly. ▸ China ... China Prices & Markets 1 de jun. de 2026
Raphael Carmo · Managing Partner, 4D World One steer, a hundred products Key Takeaways ▸ Prime cuts are only the visible fraction of an animal's value ▸ Offal feeds pet food, food and pharma; fats go to biofuel and oleochemicals ▸ Hide and bone become leather, gelatin, col... Food Rendering Sustainability 31 de mai. de 2026
Raphael Carmo · Managing Partner, 4D World TRACES: the EU's digital passport for animal products Key Takeaways ▸ TRACES is the EU's digital system for controls on animal-origin products ▸ Importers pre-notify each consignment with a CHED in TRACES-NT ▸ Border posts run documentary, identity and p... Europe Logistics & Shipping Regulation 30 de mai. de 2026
Raphael Carmo · Managing Partner, 4D World Why cats can't go vegetarian: the taurine story Key Takeaways ▸ Cats are obligate carnivores that cannot make enough taurine themselves ▸ A 1987 study linked taurine deficiency to feline dilated cardiomyopathy ▸ Since the late 1980s, taurine is add... Innovation Pet Food 29 de mai. de 2026
Raphael Carmo · Managing Partner, 4D World Tallow's second life: from fryer to fuel tank Key Takeaways ▸ US Gulf tallow set a record 90.5¢/lb on June 9, easing to 78¢ by late July ▸ Renewable diesel and SAF refineries now bid against pet food for tallow ▸ The EPA finalized a record 9.07 b... Prices & Markets Rendering Sustainability United States 28 de mai. de 2026
Raphael Carmo · Managing Partner, 4D World Lula meets Trump: the tariff clock over Brazil Key Takeaways ▸ Lula met Trump in Washington on 7 May 2026 to avert new tariffs ▸ The US Section 301 investigation, opened July 2025, remains open ▸ An August 2025 50% tariff hit a broad swathe of Bra... Brazil Trade Policy United States 27 de mai. de 2026
Raphael Carmo · Managing Partner, 4D World FEDIAF 2026: 306 million pets and counting Key Takeaways ▸ FEDIAF counts 306 million pets in Europe in its 2026 report ▸ 49% of European households — about 140 million homes — own a pet ▸ Pet food sales reached €29.4bn across roughly 8.6 milli... Europe Pet Food Prices & Markets 26 de mai. de 2026
Raphael Carmo · Managing Partner, 4D World The smallest US cattle herd since 1951 Key Takeaways ▸ The US cattle herd hit 86.2 million head, the smallest since 1951 ▸ Live cattle topped $250/cwt in April, a record high ▸ The US Beef Demand Index hit a record 138 despite record price... Prices & Markets United States 25 de mai. de 2026
Raphael Carmo · Managing Partner, 4D World How the halal protein market really works Key Takeaways ▸ The UAE was a top-3 buyer of Brazilian chicken in June 2026 (~46,200 t) ▸ Halal runs from slaughter method through segregation to storage ▸ Certification must be recognized by the dest... Food Middle East Regulation 24 de mai. de 2026
Raphael Carmo · Managing Partner, 4D World DDP explained: what 'delivered to your door' means Key Takeaways ▸ DDP (Delivered Duty Paid) puts the maximum obligation on the seller ▸ The seller clears import customs and pays duties and taxes ▸ Under DDP risk passes to the buyer only at the named ... Logistics & Shipping Trade Policy 23 de mai. de 2026
