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.
Exclusive Energy Charts of the Week
A short energy update
The great electrification of transport: Unlocking efficiency gains
The transport sector consumes 47% of all of the EU’s oil demand, and given the lack of significant oil reserves, this is almost entirely imported from abroad.
Global Daily: Master and Commander-in-Chief(?)
Financial markets are back in a risk-off mood today following news over the weekend that US-Iran peace talks ended without agreement...
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Global Daily: Bridge Day
As traders return from the Easter break markets are again counting down to an ultimatum deadline set by President Trump...
Exclusive Food price inflation to hit European wallets by Christmas
Food price inflation will rise in Europe due to higher energy costs, triggering consumer reaction and possibly declines in retail sales volumes and foodservice traffic.
Consumer Foods-to-Go Wrap! – Wrapping up March 2026
In this episode of Consumer Foods-to-Go Wrap, we look at a whole buffet of topics. We examine how recent geopolitical tensions in Iran are influencing global consumer
Global Daily: April Fools and the Last Supper
Wednesday saw the unusual occurrence of three Anglosphere heads of government delivering televised addresses to their respective nations within 24 hours of each other...
Monthly Outlook: War and Peace
For now, we stick to our scenario of the Iran war being over in 2-3 weeks on largely US terms, then a slow return to normal for energy… but not for geopolitics.
Exclusive Global poultry quarterly Q2 2026: Solid global chicken demand, rising geopolitical risks and volatility
The global poultry industry outlook remains strong, with 2.5%-3% growth expected in global consumption.
Exclusive A Pause, Not a Pivot, in EU ETS
No immediate EU ETS intervention despite the energy shock: Oil and gas prices have surged since the Iran war began, but the EU is not moving toward aggressive ETS reforms
How the EU maritime sector can decarbonize through biofuels, onshore power, and efficiency
A look at how FuelEU Maritime reshapes EU short sea shipping through biofuels, onshore power supply, and ship efficiency, amid long term biomass and grid challenges.
