Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
Energy Insights of the Week
In the wake of the U.S. - Iran conflict, we are raising our energy price forecasts.
Global Daily: The New Age of Empires
The U.S. and Israel attacked Iran on Saturday morning, and not a ‘one-and-done’ strike aimed at more negotiations...
Exclusive Iran and the Strait of Hormuz
Oil‑market tensions could drive prices higher and indirectly lift gas, while major supply disruptions appear unlikely but hard to rule out entirely.
Exclusive Energy Charts of the Week
February 19th update to our Energy Charts of the Week Series
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 CAD Market Musings: Cooperation?
We foresee further sideways trading for USD/CAD in the year ahead, bounded by 1.36-1.41, though it will be a bumpy ride, especially leading into the USMCA review.
Global Daily: The Geopolitical Hedgerow
US stocks rallied hard on Friday evening and the VIX index had its biggest one-day fall since April of last year...
Exclusive Winter Squeezes LNG Surplus
The LNG market in 2026 is entering a period of tightening fundamentals, driven by stronger-than-expected winter withdrawals in Europe and the need to rebuild inventories.
Exclusive Global aquaculture update 1H 2026: Despite geopolitical tensions, there is optimism in seafood markets
Tight salmon supply may lift prices, shrimp stays firm despite inventory limits, and fish meal prices hold high amid Peru’s low quota and weaker soymeal correlation.
New Zealand agribusiness outlook 2026: Playing on the new global board
Global politics, shifting markets, unpredictable weather, and fast‑moving trade dynamics – 2026 may reshape the game for New Zealand agribusiness.
Exclusive Global pork quarterly Q1 2026: Industry takes a cautious approach to growth; refocused on productivity
Global pork markets in 2026 are defined by tightening herds, shifting trade policies, and persistent disease pressures.
European drone investments: Mapping the value chain
This report assesses the economic impact of boosting EU drone production, tracing value added across supply chains and highlighting gains, leakages, and dependencies.