Feb. 1 at 6:55 PM
$ADM I decided to write this piece because food inflation is usually discussed too late in the chain.
I wanted to look at the operational layer where availability gets shaped: storage, scheduling, freight windows, terminals, and processing capacity.
Cargill sits inside that layer. Not as a consumer brand, but as an operator with reach across key control points. When timing tightens, when capacity gets rationed, when the schedule slips, the price effect shows up later — and the public conversation starts after the mechanism has already done its work.
HERE:https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-cargill
$MOS $NTR $TSN $DAR
