Europe
Follow key economic developments from Europe and the eurozone, with local expertise on national economies, politics, food and agribusiness, the energy transition, sustainability, and more.
Consumer Foods-to-Go Wrap! A lot of (unexpected) change in February
In our February wrap‑up, Maria Castroviejo, Tom Bailey, and Cyrille Filott take a deep dive into the major developments shaping the industry.
Exclusive Global dairy quarterly Q1 2026 | A delicate dairy balance: Cautious price recovery amid heavy supply
Strong milk supply continues to weigh on global dairy prices, despite early signs of stabilization. Production growth is expected to slow later in 2026.
Energy Insights of the Week
In the wake of the U.S. - Iran conflict, we are raising our energy price forecasts.
Tariff mania and the EU-US trade deal
The recent US Supreme Court decision striking down IEEPA-based tariffs creates new uncertainty and risks a renewed rise in transatlantic trade tensions.
Monthly Outlook: Grappling with known unknowns
Four themes dominate markets: uncertainty about the Fed's future direction, AI, restructuring of US tariff policy and rising geopolitical risks in the Middle East
Exclusive Global beef quarterly Q1 2026
Tightening global beef supplies and China’s introduction of import quotas are set to reshape global trade flows and increase price volatility throughout 2026.
Europe’s hydrogen infrastructure: The gap between ambition and reality
Europe has set ambitious goals for a continent-wide hydrogen network, but actual progress remains limited.
Exclusive Farmers' evolving needs, new tech, and rising competition reshape the EU farm machinery industry
In this report, we discuss the main drivers changing the farm machinery industry, options for strategic company positioning, and the future industry landscape in the EU.
Exclusive Europe's Gas Recalibration
Structural challenges in heating, industry, and power mean Europe’s natural gas use is on a gradual downward trajectory over the next decade, yet challenges remain.
Exclusive California pistachio market outlook to 2030: Entering a more balanced growth phase
California pistachios are entering a more balanced growth phase, with slower acreage expansion, steadier production, stronger export demand, and a firmer price outlook.
Global greenhouse update 2026
Governments’ growing focus on self-sufficiency, climate risks, and steady tech advances are influencing greenhouse investment patterns and crop strategies worldwide.
Exclusive Packaging’s next chapter: Unlocking value and accelerated deal flow in a global post mega-merger era
Success in the packaging environment requires focus and disciplined growth, prioritizing core assets, improving operational performance, and targeted acquisitions.
