North American agribusiness quarterly review, August 2026: Plenty of supply, little room for error

In this week’s episode, Eric Gibson and Al Griffin discuss the latest findings from the RaboResearch North American agribusiness quarterly (ABQ), a report that analyzes approximately 20 segments across the North American food and agribusiness value chain. This episode features a recording of the latest ABQ Deskside Briefing, with several of the report’s authors sharing their perspectives on key market developments and emerging trends. The discussion highlights an agribusiness sector that remains fundamentally stable but faces growing pressure from rising costs and geopolitical uncertainty. Demand remains resilient in key areas such as soybeans, dairy proteins, and consumer food spending, while higher transportation expenses and input costs are emerging as major challenges to profitability heading into 2027. The key takeaway: Supply shortages are not the primary concern today. Instead, the story is increasingly about margin pressure and the industry’s ability to manage rising costs.