Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
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.
Global geopolitical outlook with RaboResearch Global Strategist Michael Every
Geopolitics has impacted markets and trade relationships significantly in 2025, and the expectations for 2026 is that there is more to come that will impact New Zealand,
Global Daily: The tone for 2026 has been set
You will undoubtedly have seen the headlines. This weekend, President Trump launched a military operation in Venezuela.
Exclusive Impending Supply Uplift
European gas prices hit multi-year lows in December as confidence builds, while new LNG supply threatens to tip global markets into surplus.
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.