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Food & Agribusiness
Get the latest insights on food and agribusiness from local experts across the globe.

No sugarcoating it: Mounting imports and softening demand put pressure on the US sugar market
Between mounting high-tier tariffs and softening demand, the US sugar market is in a tight spot.

How shifting acreage on US farms might impact Australian prices
RaboResearch's North America head of crop research, Steve Nicholson, unpacks recent US acreage shifts, which moved prices. US wheat plantings in 2026 have hit the lowest

Where are all the sheep? A look at Australia and New Zealand’s sheep markets
Prices remain at record highs, and lamb and sheep slaughter numbers are dropping. How low can they go, and what does this mean for future lamb and sheep production?

World Dairy Map 2026: Cheese leads growth as supply power shifts
Global dairy trade continues its steady long-term expansion, with cheese leading the way as shifting demand and rising US and Argentine supply reshape flows.

Exclusive Brazilian coffee monthly update: June 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.

Fertilizer markets under pressure: tight supply, softer prices, and a shifting outlook
In our latest episode, Sam Taylor, Farm Inputs Analyst with RaboResearch, is joined by Justin Ratcliffe, Principal Analyst for Fertilizers at CRU North America
Agri Commodity Markets

No sugarcoating it: Mounting imports and softening demand put pressure on the US sugar market
Between mounting high-tier tariffs and softening demand, the US sugar market is in a tight spot.

How shifting acreage on US farms might impact Australian prices
RaboResearch's North America head of crop research, Steve Nicholson, unpacks recent US acreage shifts, which moved prices. US wheat plantings in 2026 have hit the lowest

Exclusive Brazilian coffee monthly update: June 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Animal Protein

Where are all the sheep? A look at Australia and New Zealand’s sheep markets
Prices remain at record highs, and lamb and sheep slaughter numbers are dropping. How low can they go, and what does this mean for future lamb and sheep production?

Australia agribusiness monthly July 2026: STRAIT back to normal?
Here are the main highlights for some of Australia’s key commodities and economic influences this month. The full report covers the developments to watch in the upcoming weeks.

New Zealand agribusiness monthly July 2026: Strong supply, markets diverge
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.
Beverages

Exclusive Brazilian coffee monthly update: June 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.

Consumer Foods-to-Go Wrap! – Wrapping up the food sector for June 2026
Another exciting month in food! Steve Rannekleiv (of Liquid Assets fame), Maria Castroviejo, and Cyrille Filott discuss the hottest topics in food and beverages.

Brazil agribusiness quarterly Q2 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.
Consumer Foods

Consumer Foods-to-Go Wrap! – Wrapping up the food sector for June 2026
Another exciting month in food! Steve Rannekleiv (of Liquid Assets fame), Maria Castroviejo, and Cyrille Filott discuss the hottest topics in food and beverages.

Australia agribusiness monthly July 2026: STRAIT back to normal?
Here are the main highlights for some of Australia’s key commodities and economic influences this month. The full report covers the developments to watch in the upcoming weeks.

What's on the Menu? Foodservice update 1H 2026
New market dynamics redefine international growth strategies in foodservice. An update on current developments and indicators in the foodservice industry.
Dairy

World Dairy Map 2026: Cheese leads growth as supply power shifts
Global dairy trade continues its steady long-term expansion, with cheese leading the way as shifting demand and rising US and Argentine supply reshape flows.

Australia agribusiness monthly July 2026: STRAIT back to normal?
Here are the main highlights for some of Australia’s key commodities and economic influences this month. The full report covers the developments to watch in the upcoming weeks.

New Zealand agribusiness monthly July 2026: Strong supply, markets diverge
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.
Farm Inputs

Fertilizer markets under pressure: tight supply, softer prices, and a shifting outlook
In our latest episode, Sam Taylor, Farm Inputs Analyst with RaboResearch, is joined by Justin Ratcliffe, Principal Analyst for Fertilizers at CRU North America

Australia agribusiness monthly July 2026: STRAIT back to normal?
Here are the main highlights for some of Australia’s key commodities and economic influences this month. The full report covers the developments to watch in the upcoming weeks.

Brazil agribusiness quarterly Q2 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.
Fresh Produce

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

How shifting acreage on US farms might impact Australian prices
RaboResearch's North America head of crop research, Steve Nicholson, unpacks recent US acreage shifts, which moved prices. US wheat plantings in 2026 have hit the lowest

Australia agribusiness monthly July 2026: STRAIT back to normal?
Here are the main highlights for some of Australia’s key commodities and economic influences this month. The full report covers the developments to watch in the upcoming weeks.

USDA Acreage and Grain Stocks: Wheat surprises
In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from the USDA's recent Acreage
Packaging & Logistics

Brazil agribusiness quarterly Q2 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.

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.
Sugar

No sugarcoating it: Mounting imports and softening demand put pressure on the US sugar market
Between mounting high-tier tariffs and softening demand, the US sugar market is in a tight spot.

Australia agribusiness monthly July 2026: STRAIT back to normal?
Here are the main highlights for some of Australia’s key commodities and economic influences this month. The full report covers the developments to watch in the upcoming weeks.

Brazil agribusiness quarterly Q2 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.
