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

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

Exclusive Commodity Snapshot - They Think It’s All Over
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.

“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.

Exclusive Commitment of Agri Commodity Traders - 15 June 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.

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

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
Agri Commodity Markets

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

Exclusive Commodity Snapshot - They Think It’s All Over
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.

Exclusive Commitment of Agri Commodity Traders - 15 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

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

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.

New Zealand agribusiness monthly June 2026: Firm feet for pricing, even with uncertainty
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.
Beverages

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.

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

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.

Consumer Foods-to-Go Wrap! Wrapping up May 2026 in consumer foods
The Consumer Foods-to-Go team is back with another monthly wrap-up, looking back at everything that happened in May. It was a particularly eventful month, with several
Dairy

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.

New Zealand agribusiness monthly June 2026: Firm feet for pricing, even with uncertainty
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.
Farm Inputs

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,

Australian 2024/25 winter crop forecast: Adverse weather freezes crop growth
In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley Baird explore the start of Australia’s 2026/27 winter cropping season. The discussion highlights an
Fresh Produce

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.

Energy shock waves: US food inflation risk in 2026-2027
Energy-driven cost pressure is building across the US food system, setting up higher inflation and margin strain into 2027 as consumers grow more price sensitive.

Exclusive North American Agribusiness Quarterly Q2 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.
Grains & Oilseeds

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.

Exclusive Palm oil outlook to 2031: Structural tightness to keep prices elevated
Tight supply and rising biodiesel demand are set to keep global palm oil markets constrained through 2031, with higher prices and greater sourcing challenges ahead.

Australian 2024/25 winter crop forecast: Adverse weather freezes crop growth
In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley Baird explore the start of Australia’s 2026/27 winter cropping season. The discussion highlights an
Packaging & Logistics

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.

Energy shock waves: US food inflation risk in 2026-2027
Energy-driven cost pressure is building across the US food system, setting up higher inflation and margin strain into 2027 as consumers grow more price sensitive.
Sugar

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.

Energy shock waves: US food inflation risk in 2026-2027
Energy-driven cost pressure is building across the US food system, setting up higher inflation and margin strain into 2027 as consumers grow more price sensitive.
