Geopolitics

Exclusive Unwrapped: Plastic packaging matters | August 2026

Unwrapped Q3 explores how PPWR, EPR, recyclability standards, feedstocks, and tariffs are reshaping the packaging value chain.

Mountains to Climb: The Road Ahead for the RBA Cash Rate

This report examines the outlook for the RBA cash rate given recent inflation data and the ongoing crisis in the Strait of Hormuz.

Exclusive Global beef quarterly Q3 2026

Global beef production is forecast to fall 2% year-over-year, further tightening supplies and supporting market fundamentals.

Exclusive Strengthening resilience in the European potato value chain

Strengthening resilience is increasingly critical for the European potato sector in response to rising volatility in supply and demand.

Bessent's Game of Chicken with the Bond Vigilantes

If the Treasury runs out of firepower and yields spike again, the Fed may feel compelled to step in and buy those bonds.

Exclusive North American agribusiness quarterly Q3 2026

The Q3 2026 edition examines tightening margins as ample supplies limit prices and rising costs pressure producers, while El Niño and geopolitics reshape the outlook.

Feeding the future: The coproduct that determines how far Australia can scale crushing

Where should Australia crush canola once meal is also treated as core to the economics?

Global Daily: Financial Fort Sumter

US equity markets approached record highs yesterday as traders basked in the afterglow of Donald Trump’s decision to (again) call off Iran strikes in favour of diplomacy.

Global Daily: Groundhog Day

It’s Monday morning again and it feels like Groundhog Day as I sit down to write that the US President has (again) halted strikes on Iran...

Exclusive The Only Way Out is Through

All talk and no hike

 Today’s FOMC meeting was all talk and no action.

Global Daily: Circle of Life

Active Brent crude futures fell by almost 5% yesterday as the US extended its pause on striking Iran...