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Food & Agribusiness
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Exclusive Commitment of Agri Commodity Traders - 06 March 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
Implications of the Iranian conflict for the Australian economy and agriculture sector
We discuss the recent conflict involving Iran and the wider Persian Gulf and explore how it could affect agricultural supply chains and costs in Australia.
Australia agribusiness March 2026: Resilience tested – Middle East tensions and Australian agribusiness
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
New Zealand agribusiness March 2026: Stakes rising with an eye on costs
Here are the main highlights for some of New Zealand’s key commodities this month. The full report covers the developments to watch in the upcoming weeks.
North America containerboard quarterly: Q1 2026
Our latest forecasts indicate near‑term volatility followed by a gradual recovery, with demand expected to remain broadly flat through late 2027 and risks tilted modestly
Agri Commodity Markets
Exclusive Commitment of Agri Commodity Traders - 06 March 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Australia agribusiness March 2026: Resilience tested – Middle East tensions and Australian agribusiness
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
Exclusive Commitment of Agri Commodity Traders - 2 March 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Animal Protein
Australia agribusiness March 2026: Resilience tested – Middle East tensions and Australian agribusiness
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
New Zealand agribusiness March 2026: Stakes rising with an eye on costs
Here are the main highlights for some of New Zealand’s key commodities this month. The full report covers the developments to watch in the upcoming weeks.
Exclusive Vietnam’s animal protein outlook: Structural modernization meets shifting consumer demand
Vietnam’s animal protein sector is modernizing fast, with rising incomes and shifting preferences driving demand as integrated, tech-enabled models reshape the industry.
Beverages
Are there any bright spots in wine and spirits? featuring Danny Brager and Dale Stratton
Fresh from their rather somber state-of-the-industry presentation, SipSource analysts Danny Brager and Dale Stratton help identify whether there are any areas of growth.
How to become the biggest wine brand in the Midwest… or at least Indiana
CEO Pat Brown shares how the unusual origins of Oliver Winery have helped the company capture consumers who would otherwise be overlooked by the wine business.
Breakthru’s Danny Wirtz on suppliers’ shift to a “best athlete” strategy
Danny Wirtz, Co-Chairman of Breakthru Beverage Group, discusses how brands are rethinking national agreements.
Consumer Foods
Australia agribusiness March 2026: Resilience tested – Middle East tensions and Australian agribusiness
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
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.
Australia's foodservice sector – Inside the battle for market share
Michael Harvey and Jen Corkran discuss Australia’s foodservice sector.
Dairy
Australia agribusiness March 2026: Resilience tested – Middle East tensions and Australian agribusiness
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
New Zealand agribusiness March 2026: Stakes rising with an eye on costs
Here are the main highlights for some of New Zealand’s key commodities this month. The full report covers the developments to watch in the upcoming weeks.
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.
Farm Inputs
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
Implications of the Iranian conflict for the Australian economy and agriculture sector
We discuss the recent conflict involving Iran and the wider Persian Gulf and explore how it could affect agricultural supply chains and costs in Australia.
Australia agribusiness March 2026: Resilience tested – Middle East tensions and Australian agribusiness
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
Fresh Produce
Exclusive North American Agribusiness Quarterly Q1 2026
An outlook for dairy, cattle, wheat, and other key commodities for the North American market, along with the developments to watch in the coming months.
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.
Grains & Oilseeds
Australia agribusiness March 2026: Resilience tested – Middle East tensions and Australian agribusiness
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
Exclusive Brazilian G&O monthly update – February 2026
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, exports, and crush margins for corn and soybeans, as well as regional weather developments.
Exclusive Australian crop gross margins 2026: Outlook and key drivers
A concise outlook for Australia’s 2026/27 grain season, highlighting tightening margins, global oversupply, higher input costs, and a stronger Australian dollar.
Packaging & Logistics
North America containerboard quarterly: Q1 2026
Our latest forecasts indicate near‑term volatility followed by a gradual recovery, with demand expected to remain broadly flat through late 2027 and risks tilted modestly
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.
What MAHA's dietary guidelines mean for US food and agribusiness
New US dietary guidelines prioritize whole, minimally processed foods and may influence demand and policy decisions, with implications for food and agribusiness.
Sugar
Exclusive North American Agribusiness Quarterly Q1 2026
An outlook for dairy, cattle, wheat, and other key commodities for the North American market, along with the developments to watch in the coming months.
Will Brazilian corn farmers be the biggest price headache for Australian sugar producers?!
With additional projects expected to come on line over the next three to five years, corn ethanol is likely to account for more than one-third of national ethanol output.
Corn ethanol in Brazil - yellow alert for sugar?
The threat of imbalance in Brazil´s ethanol market creates a yellow alert for the sugar industry, in Brazil and beyond.