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Food & Agribusiness
Get the latest insights on food and agribusiness from local experts across the globe.
Cocoa conversations: Cocoa strikes back
After a relatively subdued period between March and April, volatility has returned to the cocoa market in force. Cocoa prices, still down 23.5% year-to-date, have rallied
Exclusive ACMR Monthly June 2026: Memorandum Mori
Our monthly report covering Wheat, Corn, Soybeans, Soy products, Palm oil, Sugar, Coffee, Cocoa, Cotton and Dairy.
Beer boys solve a big mystery: Why is the on-premise so resilient?
For more than a year, alcohol sales in the on-premise (restaurants, bars, stadiums, and hotels) have outperformed sales in the off-premise (grocery, convenience,...
Cheap until it wasn’t: How abundant resin masked a fragile supply chain
Structural oversupply created dependency on low-cost, globally concentrated supply, which left the system fragile and exposed when a geopolitical shock (Hormuz) occurred.
Exclusive Shifting tides: How supply constraints in wild seafood are reshaping Dutch consumption
Declining consumption, shifting preferences, and rising aquaculture (especially salmon) reshape the Dutch seafood market toward convenience and retail-friendly formats.
Exclusive Commitment of Agri Commodity Traders - 23 June 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Agri Commodity Markets
Cocoa conversations: Cocoa strikes back
After a relatively subdued period between March and April, volatility has returned to the cocoa market in force. Cocoa prices, still down 23.5% year-to-date, have rallied
Exclusive ACMR Monthly June 2026: Memorandum Mori
Our monthly report covering Wheat, Corn, Soybeans, Soy products, Palm oil, Sugar, Coffee, Cocoa, Cotton and Dairy.
Exclusive Commitment of Agri Commodity Traders - 23 June 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
Exclusive Shifting tides: How supply constraints in wild seafood are reshaping Dutch consumption
Declining consumption, shifting preferences, and rising aquaculture (especially salmon) reshape the Dutch seafood market toward convenience and retail-friendly formats.
Exclusive What if Ukraine joins the EU? An exploration of the impact on European food and agriculture
Ukraine’s accession will integrate a vast agricultural sector into the EU, creating both opportunities and risks for European food and agriculture.
Is this the turning point for New Zealand sheepmeat?
Angus Gidley-Baird and Jen Corkran break down the latest New Zealand sheepmeat story: a tale of strong prices, tightening supply, shifting export dynamics, and a level
Beverages
Beer boys solve a big mystery: Why is the on-premise so resilient?
For more than a year, alcohol sales in the on-premise (restaurants, bars, stadiums, and hotels) have outperformed sales in the off-premise (grocery, convenience,...
Espresso economics: High production, low prices
Coffee prices have dropped by 32% in the last six months due to an increase in production. As the availability of coffee in origin increases, stocks in destination
“Best athlete” versus national alignment: The strategy upending US alcohol distribution
In the US alcohol industry, distributor strategy matters – but no wholesaler can sell a brand better than the brand owner itself.
Consumer Foods
Exclusive US processing tomato outlook points to price pressure from rebalancing supply and shifting demand
The US processing tomato market is rebalancing. Inventory recovery is weighing on prices, while demand shifts toward value reshape growth across the value chain.
Higher food prices in Europe are only a matter of time
Higher energy costs are feeding into the food chain, pointing to renewed food inflation in Europe, with the main impact expected in 2027.
Australia agribusiness monthly June 2026: Dual risk dynamics, input inflation and weather variability
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
Dairy
Exclusive What if Ukraine joins the EU? An exploration of the impact on European food and agriculture
Ukraine’s accession will integrate a vast agricultural sector into the EU, creating both opportunities and risks for European food and agriculture.
Exclusive Global Dairy Quarterly Q2 | A sensitive margin balance emerges, with all eyes on input cost pressures
Milk production growth is slowing as markets rebalance, amid rising input cost risks and persistent price volatility across key dairy products.
Australia agribusiness monthly June 2026: Dual risk dynamics, input inflation and weather variability
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
Farm Inputs
Southern Hemisphere grain and oilseed June update: Skyrocketing production costs and El Niño uncertainty
In this episode, members of the global RaboResearch team provide a brief update on grain and oilseed markets and production across some of the Southern Hemisphere’s...
Australia agribusiness monthly June 2026: Dual risk dynamics, input inflation and weather variability
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
US fertilizer supply and production dynamics with CRU Group's Chris Lawson
RaboResearch's Farm Inputs Analyst Sam Taylor discusses the ever-complex topic of US fertilizer supplies and production with CRU Group's Head of Market Intelligence,
Fresh Produce
Exclusive US processing tomato outlook points to price pressure from rebalancing supply and shifting demand
The US processing tomato market is rebalancing. Inventory recovery is weighing on prices, while demand shifts toward value reshape growth across the value chain.
Exclusive European crop farming outlook 2026
What's happening to EU farmers’ margins in 2026? Are commodity prices keeping up with farm input costs?
Protein economics: How nutrient density can support premium packaged goods in the US
Nutrient density is emerging as a unifying concept in US food and beverage, linking health goals, affordability, and value through nutrients per calorie and dollar.
Grains & Oilseeds
Exclusive Brazilian G&O monthly update – June 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 What if Ukraine joins the EU? An exploration of the impact on European food and agriculture
Ukraine’s accession will integrate a vast agricultural sector into the EU, creating both opportunities and risks for European food and agriculture.
Exclusive European crop farming outlook 2026
What's happening to EU farmers’ margins in 2026? Are commodity prices keeping up with farm input costs?
Packaging & Logistics
Cheap until it wasn’t: How abundant resin masked a fragile supply chain
Structural oversupply created dependency on low-cost, globally concentrated supply, which left the system fragile and exposed when a geopolitical shock (Hormuz) occurred.
North America containerboard quarterly: Q2 2026
Containerboard demand is showing early signs of recovery, but cautious inventories, modest growth, and energy-driven inflation keep the outlook subdued.
Protein economics: How nutrient density can support premium packaged goods in the US
Nutrient density is emerging as a unifying concept in US food and beverage, linking health goals, affordability, and value through nutrients per calorie and dollar.
Sugar
Exclusive European crop farming outlook 2026
What's happening to EU farmers’ margins in 2026? Are commodity prices keeping up with farm input costs?
Australia agribusiness monthly June 2026: Dual risk dynamics, input inflation and weather variability
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
Protein economics: How nutrient density can support premium packaged goods in the US
Nutrient density is emerging as a unifying concept in US food and beverage, linking health goals, affordability, and value through nutrients per calorie and dollar.