Insights | 4D World

14 文章

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Raphael Carmo · Managing Partner, 4D World

FMD-Free Without Vaccination: Brazil's Offal Opening

Key Takeaways ▸ On June 8, 2026, China recognized all of Brazil as FMD-free without vaccination. ▸ Rio Grande do Sul (8 plants) and Mato Grosso (1) joined Santa Catarina (7) — 16 authorized plants. ▸ ...

Brazil China Rendering Trade Policy

2026年8月12日

Raphael Carmo · Managing Partner, 4D World

Phoenix claws: how chicken feet became a billion-dollar off-cut

INGREDIENT SPOTLIGHT N 8 Every broiler carries two of them. In most of the world they are worth less than the box they ship in. In China they are called phoenix claws, they outsell breast meat per kil...

Brazil China Food Prices & Markets

2026年8月6日

Raphael Carmo · Managing Partner, 4D World

July 2026 scoreboard: beef pays China's quota toll, chicken flies

MARKET PULSE · Nº 13 July's books are closing, and the tape tells a split story: Brazil's beef machine finally slowed under the weight of China's exhausted quota — while chicken and pork sprinted hard...

Brazil China Food Prices & Markets

2026年8月3日

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

2026年7月30日

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

2026年7月29日

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

2026年7月28日

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

2026年7月20日

Raphael Carmo · Managing Partner, 4D World

The World Runs on Heparin — and It's Rethinking Where It Comes From

Key Takeaways ▸ Most heparin is made from pig intestinal mucosa, a by-product of pork processing. ▸ China supplies the majority of the world's crude heparin, creating concentrated supply-chain risk. ▸...

China Pharma United States

2026年7月19日

Raphael Carmo · Managing Partner, 4D World

When one buyer pulls back: the great beef reshuffle

Key Takeaways ▸ By late July 2026 Brazil had used about 80% of its China beef quota. ▸ China's tariff-free quota for Brazilian beef is 1.106 million tonnes. ▸ Out-of-quota beef into China faces a 55% ...

Brazil China Prices & Markets

2026年7月5日

Raphael Carmo · Managing Partner, 4D World

Brazil's record beef half: US$9.85bn and a China surge

Key Takeaways ▸ Brazil shipped a record 1.705 million tonnes of beef in H1 2026, up 15.5%. ▸ H1 beef revenue reached US$9.85 billion, up 36.2% as price outpaced volume. ▸ China bought 794,700 tonnes w...

Brazil China Prices & Markets

2026年7月1日

Raphael Carmo · Managing Partner, 4D World

Australia's China cliff — a lesson for Brazil

Key Takeaways ▸ Australia's grainfed beef to China fell 71% to 7,814 tonnes in June 2026. ▸ The drop followed a 205,000-tonne China quota triggering in early June. ▸ A 55% surcharge went live on out-o...

China Trade Policy

2026年6月24日

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

2026年6月1日

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