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cover of episode What The 'Lentil King of Saskatchewan' Knows About World Trade

What The 'Lentil King of Saskatchewan' Knows About World Trade

2025/5/2
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Odd Lots

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Murad Al-Katib
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Murad Al-Katib: 我在25年前就看到了将萨斯喀彻温省转型为全球扁豆和鹰嘴豆出口大国的机会。我创立了AGT Foods and Ingredients公司,这家公司如今已发展成为一家市值数十亿美元的企业,在全球脉冲作物供应链中扮演着关键角色。我们直接与农民合作,拥有从种植到加工、再到分销的整个供应链,产品远销110多个国家。我们还拥有自己的铁路运输系统,以确保产品能够高效地运送到世界各地。 加拿大在全球豆类贸易中占据主导地位,因为我们拥有肥沃的土地、充足的水资源以及先进的农业技术。此外,全球对高蛋白作物(如扁豆)的需求日益增长,因为传统谷物蛋白质含量低,而世界正面临蛋白质短缺。全球蛋白质缺乏导致严重的社会经济问题,例如儿童发育迟缓和营养不良。 精准农业和数字基础设施极大地提高了加拿大的农业生产力。在过去的几十年里,西加拿大农民一直采用可持续的农业实践,例如轮作和免耕,以保持土壤健康。这些实践不仅提高了产量,而且降低了农业的碳排放强度。 美国对加拿大农业的贸易保护主义政策由来已久,但食品安全是美国政策的基石,因此农业贸易将持续存在。为了应对关税,我们公司会调整其供应链,转向其他市场。加拿大企业需要进行贸易多元化,减少对单一市场的依赖。我们需要对贸易基础设施进行大量投资,以满足未来几十年不断增长的贸易需求。 印度政府的国内农业政策是合理的,旨在确保本国粮食安全。关税可以用来保护国内农业,同时避免国内食品价格上涨。我们需要取消国内贸易壁垒,并促进与其他国家的自由贸易。规模对于农业企业的生存至关重要,但中小企业可以通过合作等方式参与其中。加拿大农业技术栈很大程度上依赖于美国制造商,但加拿大自身也开发了许多核心技术。 Joe Weisenthal: (主要负责引导访谈,提出问题,没有表达核心观点) Tracey Alloway: (主要负责引导访谈,提出问题,没有表达核心观点)

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We don't know what the end state for the tariffs are going to be, but inevitably there will be some shifts in the way that goods and dollars flow around the world economy. Of course, some parts of the economy are always subject to changing rules around subsidies and tariffs, and that's particularly true in agriculture. On this episode of the podcast we speak with Murad Al-Katib, the President and CEO of AGT Foods and Ingredients, who is sometimes known as The Lentil King of Saskatchewan. He is credited as being a driving force in turning the Canadian Province into a powerhouse of chickpea and lentil exports all around the world. He explains to us why he saw an opportunity in this space, why it's boomed, how the global trade and supply chain of these plants work, and how his company navigates perpetual shifts in agriculture policy around the world.Read more: Trump’s Canada Tariffs Draw Lawsuit by Blackfeet Nation Members)Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots)

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