Hey,

This morning, before you did anything else, you probably consumed something that passed through Cargill.

The coffee you drank. The bread you toasted. The milk in your cereal. Cargill touches roughly 25% of the world's grain trade. It supplies ingredients to Coca-Cola, Nestlé, McDonald's, and General Mills. It processes more meat than almost any company on the planet. It moves over 200 million tons of commodities every year across 70 countries.

And it does all of this as a private company owned by a single family — with no public shareholders, no stock price, and no obligation to tell the world how it operates.

In FY2023, Cargill generated $177 billion in revenue — more than Nike, McDonald's, and Coca-Cola combined. In the maritime and logistics world, everyone knows the name. Because without Cargill's 640-vessel chartered fleet, a significant portion of global dry bulk shipping simply stops.