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[行业报告 ] Looking beyond the COVID-19 crisis 进入全文

Rabo bank

While we currently expect a V-shaped recovery for the global economy, there is a clear risk of a more U-shaped or even L-shaped recover. The COVID-19 crisis presents the global economy with a complex interaction between supply and demand shocks. Supply may not return to its pre-COVID-19 level for a longer time, as certain activities remain subject to limitations. Job and income losses by households and lower investment by businesses following the lockdown period are likely to extend the recovery path. There could also be effects on global growth beyond the 2021 horizon. This is due to expected adverse productivity effects (caused by deglobalisation, lower private R&D investment, lower entrepreneurship and ‘zombification’) and a persistent shock to labor supply

[行业报告 ] 2020 GLOBAL REPORT ON FOOD CRISES 进入全文

FAO

报告显示,截至2019年末,全球55个国家和地区有逾1.35亿人处于重度粮食不安全状况*(IPC / CH第3阶段或更高)。此外,在本报告所提及的55个粮食危机国家中,2019年有7500万名儿童发育迟缓,1700万名儿童处于消瘦状况。这是自2017年该网络发布第一期报告以来所记录的重度粮食不安全*状况最严重水平。此外,在2019年,有1.83亿人被归为"面临压力"(IPC / CH第二阶段)的人群,他们徘徊在重度饥饿的边缘,一旦面临冲击或压力(如新冠疫情),则有可能陷入"危机"或更严重阶段(IPC / CH第三阶段或以上)。在1.35亿重度粮食不安全人口中,有一半以上(7300万)位于非洲;4300万位于中东和亚洲;1850万位于拉丁美洲及加勒比。导致上述趋势的主要因素是:冲突(导致7700万人陷入重度粮食不安全状况的关键因素)、极端天气事件(3400万人)和经济动荡(2400万人)。

[行业报告 ] CORONAVIRUS Severe Blow to Growth 进入全文

Africa Research Bulletin

After a slow start, the number of coronavirus cases in Africa is rising. By mid‐March African leaders were preparing for the outbreak to spread as doctors and experts fear it could only be a matter of time before the virus spirals out of control. Several African countries have been rolling out measures to prevent further contamination. Conferences, sporting events and concerts are being suspended one after the other, and flights suspended (see p.22910). Rapid testing and quarantines have been put in place to limit transmission. But concerns are growing about the continent's ability to handle the disease.

[行业报告 ] Crop Prospects and Food Situation-202003 进入全文

FAO

FAO assesses that globally 44 countries, of which 34 are in Africa, continue to be in need of external assistance for food. Agricultural droughts have aggravated food insecurity conditions, due to reduced harvests that also caused price hikes. Conflict driven crises continued to be the primary cause of the high levels of severe food insecurity.

[行业报告 ] The Future of US Agricultural and Rural Development Policy 进入全文

AEI

Most of the presidential candidates, including President Donald Trump, support using taxpayer funds to provide direct subsidies to farmers through price support, federal crop insurance, and other farm income safety-net programs. While President Trump has proposed cutting crop insurance subsidies in his annual budgets, he has provided unprecedented levels of ad hoc assistance—as much as $28 billion—to compensate farm owners for losses they might have incurred because of the administration’s trade war with China. Most Democratic candidates would target government farm income safety-net and conservation program outlays more toward small and middle-sized farms and away from large farms. All the Democratic Party candidates considered in this report embrace the broad tenets of the Green New Deal and would support policies to reduce carbon emissions and mitigate climate change, including public investments in agricultural research programs. President Trump ostensibly opposes all climate change initiatives that could possibly affect job growth in the US.

[行业报告 ] 中国与“一带一路”沿线国家棉花产业合作的研究报告 进入全文

中国棉麻产业经济研究

"一带一路"沿线国家是全球棉花产业的集中带,即全球棉花生产、棉花消费、棉纺织、棉花贸易的集中带和全球最大的棉花进口市场。中国提出的"一带一路"倡议,为沿线国家提供了共建、共商、共享发展的机会,也是中国发挥自身资本优势、市场优势、引领优势,和"一带一路"沿线国家(以下简称沿线国家)在分工合作的基础上实现共同发展的重要机遇。"入世"以来,中国棉纺织工业快速发展,推动了对棉花需求的迅速增长,中国成为全球棉花最大的消费国。

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