North America
Find the latest economic insights from the US, Canada, and Mexico, where local experts cover food and agribusiness, the energy transition, and global financial markets.
Is beer back? Maybe
This week, we review the pleasantly robust results from global beer companies during the first quarter of 2026. More importantly, we bid adieu to a dear friend and longtime contributor, Francois Sonneville.
Supply chain constraints are curbing US data center development
Physical and geopolitical systems are hindering data center growth. Power, water, critical materials, and skilled labor are turning into binding constraints.
Luxe Pack New York 2026: Premium materials, smart packaging, and sustainability take center stage
Luxe Pack New York highlighted luxury packaging trends, emphasizing premium materials, digital features, and sustainability as key brand value drivers.
Climate change and Canada’s agricultural advantage: Adapting without converging
Climate change expands what Canada can grow, but competitiveness depends on crop choice. Diversification, not scale, underpins long term resilience.
Exclusive Oil markets under pressure
In this special we developed a partial global oil supply chain model to assess bottleneck risks and analyse how markets adjust under disruption scenarios.
Global Daily: Massive Life Support
“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...
