Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
Exclusive Australian 2026/27 winter crop forecast: Production and grain prices
Total production is forecast to fall 7.9% YOY, as east coast losses and lower wheat output outweigh stronger crops in South Australia and Victoria.
Global Daily: Thumos-maxxing
US sovereign yields steadied yesterday as a 10-year bond auction saw strong investor demand...
From Hormuz to El Niño: Global disruption, not wheat shortages, is driving Australian wheat prices
Markets are pricing in disruption rather than a wheat shortage, with implications for Australian wheat prices, costs and farm margins.
Global Daily: Hey chat, fix my finances
European equity indices fell sharply yesterday, pacing gains in sovereign yields for France, Italy and Greece...
National Plastics Conference 2026: Takeaways from Houston
The National Plastics Conference 2026 brought together industry leaders to discuss the trends redefining the plastics value chain.
Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence
Biofuels could strengthen Australia’s fuel security and create new markets for farmers
Turning locally produced feedstocks into biofuels could help Australia lower import dependence, improve resilience to supply shocks, and create new markets for farmers.
Global Daily: All The News That is Not Fit to Price
Political and geopolitical developments again stole the headlines over the weekend, with attendant market implications...
Exclusive East-West, in this crisis, no rest
Middle East escalation threatens key Saudi oil routes, deepens global supply risks and drives sharp upgrades to oil, diesel and gas price forecasts into 2027.
Can Brazil’s agricultural exports surf the coming geopolitical waves?
Brazil has become an export powerhouse for agricultural commodities over the last 20 years but must now deal with concentrated destinations and geopolitical tensions.
Global Daily: Coalition of the Exceedingly Reluctant
US 10-year bond yields briefly topped 5% on Monday as crude oil prices continued to move higher and overnight index swaps implied a higher chance of a Fed rate hike...
Global Daily: Willy Wonka and the Compute Factories
Oil prices are rising again on news of the shutdown of Saudi Arabia’s East-West pipeline following drone strikes, and the Houthis’ seizure of strategic locations...