The shocking figure from the Cima Foundation scientists: '57% drop compared to the average'. Dry reservoirs: 'It will be a difficult summer'
Below an old post by Will on the lack of water
New York Times 20 March 2025. Scientific environments: 'disastrous'.
Wholesale egg prices were falling but further shocks are expected (= inflationary effects).
Ecommerce sales in the US grew by 18% per year between 2019 and 2023 driven by the brutal impact of Covid, according to an analysis by McKinsey.
For the coming years, the growth rate is expected to 'normalise' around a more modest, but still good 6% per year.
The cost of delivery is considered the most important factor by consumers.
speed remained a key factor, but many consumers are prepared to wait up to 3 days (tending to be no longer) to receive their parcel.
Increasingly important instead is flexibility in delivery and ease of return.
Among those who are certainly most concerned about the duties Trump has announced are American barley producers
beer consumption in the US is slowly and steadily declining
in 2024 it reached its lowest level in 40 years
many Americans prefer other alcoholic beverages, particularly hard seltzers and canned cocktails
millennials (born 1981/1996) and Gen Z (born 1997/2012) then drink less alcohol than previous generations
messico🇲🇽 is the third largest importer of barley and the largest importer of American malt
canada🇨🇦 is the largest importer of American barley and has already implemented tariffs on 4 March in response to those decided by Trump
canada is also the leading exporter of fertilisers to the US
the prices of fertilisers imported fromCina🇨🇳 have already risen after Trump imposed tariffs on Canada as of 4 February
the aluminium used for cans also comes from Canada and is now subject to 25% tariffs imposed by the White House in recent weeks
Source : Inglobando
Source (news item from Olivier Dauvers who caustically adds: 'Leclerc 'forced' to apologise for raising Coca Cola prices... Inevitably, it stings. And it's not about the bubbles'. And he adds another similar notice appeared in an Auchan France shop).
Inflation on the rise
As you can see, there is a lobby that opposes the decoupling of electricity and renewables (Mr Giuseppe Argirò does not look good). Repubblica, 18 March 2025
Read: Giorgia Meloni and Coldiretti put the brakes on the development of solar energy in Italy
The risk of inflation is high. Source: Egg crisis in the US: Washington asks for help from Denmark and Finland to deal with the emergency.
The US faces a major crisis due to bird flu and is asking European countries, after Turkey, to export eggs.
The US has also asked Italy for help.
Possible inflationary effects
The alarm from the Matera hills: unsustainable increase in production costs. And the boar emergency worsens RaiNews The organic situation is very well explained in the article below: we are big organic farmers but we buy very little of it because it is very expensive(many intermediary companies, not producers. Some are on 'everyone's lips' because of recent scandals: Bioera and Ki.Group, for example).
Drafted 13 March, updated 18 March 2025
Source. In a FMCG market in great difficulty this diversification is interesting. Coca-Cola is considering similar opportunities
