Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
Monthly Outlook: Buckle up for 2026
If you think 2025 has been a wild ride, so 2026 ‘will be calmer’ as things revert to the mean, then you haven’t understood this year.
Exclusive Global aquaculture outlook 2026
Aquaculture growth is set to ease in 2026 as demand softens, inflation persists, and feed cost volatility limits relief for producers.
The energy transition in Europe, Part 2: How EU policy has responded to Draghi’s call to action
The EU’s policy push answers Draghi’s call, but real progress on energy independence and competitiveness demands faster action and record investment.
The energy transition in Europe, Part 1: More constraints than certainties
EU industry faces rising energy costs and supply risks. Grid upgrades and renewables are key to restoring competitiveness and resilience, but challenges lie ahead.
Open Sesame
Today, the House of Representatives is expected to vote on a spending package that should end the federal government shutdown that started on October 1.
Global Daily: Master of the House
Markets last week were understandably in risk-on mode in reaction to the sit-down meeting between Presidents Trump and Xi on the sidelines of the APEC conference...
Exclusive US tariffs' impact on European folding carton industry calls for strategic action
US tariffs, FX shifts, and rising global competition are reshaping Europe’s folding carton industry. This report explores strategic responses to mounting pressure.
Exclusive Global pork quarterly Q4 2025: Industry takes a cautious approach to growth, with renewed focus on productivity
We expect global sow herd numbers to decline in 2026 as trade and health issues remain challenging. Producers are shifting the focus to productivity and herd health.
North American agribusiness review October 2025
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 Russia and China's Strategic Energy Nexus
The prospect of reintroducing idled or sanctioned Russian gas flows to the global market has resurfaced in recent headlines, driven by a deepening Russia-China alignment.
Exclusive Caught in the current: Geopolitics threaten the global seafood industry
The global seafood industry is undergoing a transformation, driven by a wave of tariffs, trade embargoes, and shifting geopolitical alliances.
Global Daily: Cooked by State Capitalism
The Powell-induced equity rally took a breather yesterday as the S&P500 closed 0.43% lower, the NASDAQ 0.22% lower and the EuroStoxx 50 0.81% lower.