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Food & Agribusiness
Get the latest insights on food and agribusiness from local experts across the globe.
Exclusive Global aquaculture update 2H 2026: Converging global pressures drive uncertain outlook
Macroeconomic headwinds weigh on consumption, while environmental risks and shifting trade dynamics could continue to reshape supply and pricing.
Global fertiliser markets: from geopolitical volatility to raw material constraints
In this episode, RaboResearch analysts VÃtor Pistóia and Angus Gidley-Baird discuss the latest developments in global fertiliser markets, exploring why nitrogen prices
Exclusive From crisis to competitiveness: The re-rating of Chilean salmon
The outlook for Chile's salmon industry appears constructive, with more stable growth through better biology, diversification, and regulation. Yet real risks remain.
Exclusive Global avocado update 2026: Structural supply growth and climate-driven variability reshape global avocado markets
The global avocado market continues to grow, but rising structural supply, climate-driven variability, and geopolitical turmoil bring increasing volatility.
RNDC, Brown-Forman for sale, and Uncle Nearest crashes out: the most important stories of 2026 (so far)
Sarah Barrett, Managing Editor at Wine & Spirits Daily, and Chris Shepard, Senior Editor at Beer Marketer’s Insights, join us to debate the most impactful stories so far.
Exclusive USDA July 2026 WASDE — Calm Amidst the Noise
RaboResearch's assessment of the price implications of the USDA's July 2026 WASDE.
Agri Commodity Markets
Exclusive USDA July 2026 WASDE — Calm Amidst the Noise
RaboResearch's assessment of the price implications of the USDA's July 2026 WASDE.
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
Animal Protein
Exclusive Global aquaculture update 2H 2026: Converging global pressures drive uncertain outlook
Macroeconomic headwinds weigh on consumption, while environmental risks and shifting trade dynamics could continue to reshape supply and pricing.
Exclusive From crisis to competitiveness: The re-rating of Chilean salmon
The outlook for Chile's salmon industry appears constructive, with more stable growth through better biology, diversification, and regulation. Yet real risks remain.
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?
Beverages
RNDC, Brown-Forman for sale, and Uncle Nearest crashes out: the most important stories of 2026 (so far)
Sarah Barrett, Managing Editor at Wine & Spirits Daily, and Chris Shepard, Senior Editor at Beer Marketer’s Insights, join us to debate the most impactful stories so far.
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.
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
Global fertiliser markets: from geopolitical volatility to raw material constraints
In this episode, RaboResearch analysts VÃtor Pistóia and Angus Gidley-Baird discuss the latest developments in global fertiliser markets, exploring why nitrogen prices
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.
Fresh Produce
Exclusive Global avocado update 2026: Structural supply growth and climate-driven variability reshape global avocado markets
The global avocado market continues to grow, but rising structural supply, climate-driven variability, and geopolitical turmoil bring increasing volatility.
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?
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.