Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
The impact of the Middle-East conflict on the European economy
In this special we look at the potential impact of the conflict in the Gulf region on European growth and inflation.
Consumer Foods-to-Go Wrap! A lot of (unexpected) change in February
In our February wrap‑up, Maria Castroviejo, Tom Bailey, and Cyrille Filott take a deep dive into the major developments shaping the industry.
Exclusive Global dairy quarterly Q1 2026 | A delicate dairy balance: Cautious price recovery amid heavy supply
Strong milk supply continues to weigh on global dairy prices, despite early signs of stabilization. Production growth is expected to slow later in 2026.
Energy Insights of the Week
In the wake of the U.S. - Iran conflict, we are raising our energy price forecasts.
Tariff mania and the EU-US trade deal
The recent US Supreme Court decision striking down IEEPA-based tariffs creates new uncertainty and risks a renewed rise in transatlantic trade tensions.
Australia and New Zealand
Implications of the Iranian conflict for the Australian economy and agriculture sector
We discuss the recent conflict involving Iran and the wider Persian Gulf and explore how it could affect agricultural supply chains and costs in Australia.
Australia agribusiness March 2026: Resilience tested – Middle East tensions and Australian agribusiness
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
New Zealand agribusiness March 2026: Stakes rising with an eye on costs
Here are the main highlights for some of New Zealand’s key commodities this month. The full report covers the developments to watch in the upcoming weeks.
Exclusive Global dairy quarterly Q1 2026 | A delicate dairy balance: Cautious price recovery amid heavy supply
Strong milk supply continues to weigh on global dairy prices, despite early signs of stabilization. Production growth is expected to slow later in 2026.
Dairy Down Under update with Mick and Emma
Excellent grass conditions have supported surging milk supply in New Zealand. Meanwhile in Australia, conditions are significantly drier, the milk price is more stable.
Monthly Outlook: Grappling with known unknowns
Four themes dominate markets: uncertainty about the Fed's future direction, AI, restructuring of US tariff policy and rising geopolitical risks in the Middle East
Exclusive Global beef quarterly Q1 2026
Tightening global beef supplies and China’s introduction of import quotas are set to reshape global trade flows and increase price volatility throughout 2026.
From the BBQ to the world stage: National Lamb Day in New Zealand and a snapshot of the current Kiwi lamb market
To mark New Zealand's National Lamb Day in February, Jen Corkran joins Angus Gidley‑Baird to celebrate New Zealand lamb and the people behind it, before sharing a RaboRes
Australia's foodservice sector – Inside the battle for market share
Michael Harvey and Jen Corkran discuss Australia’s foodservice sector.
Exclusive Australian crop gross margins 2026: Outlook and key drivers
A concise outlook for Australia’s 2026/27 grain season, highlighting tightening margins, global oversupply, higher input costs, and a stronger Australian dollar.
NZ Economic Monthly: February 2026
This report provides an update on the New Zealand economy, highlighting the ongoing economic recovery and the RBNZ’s cautious stance on interest rate hikes.
US dietary guidelines and key messages for Australia and New Zealand
Michael Harvey is privileged to have JP Frossard join the podcast to explore why the MAHA‑influenced US dietary guidelines are largely positive for Australia and New Zeal
North America
Exclusive Canada Update: Snowflake
CAD avoids the high-volatility, high-risk profile that deters investors in a risk‑off environment, making it comparatively more attractive among commodity currencies.
Exclusive Mexico Update: Energized
MXN’s asymmetric beta to risk persists: in a high‑rate world it remains relatively resilient during risk‑off, supporting continued demand for Mexican assets...
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
Another supply shock for the Fed
A second supply shock – from higher oil prices – is expected to hit the US economy.
North America containerboard quarterly: Q1 2026
Our latest forecasts indicate near‑term volatility followed by a gradual recovery, with demand expected to remain broadly flat through late 2027 and risks tilted modestly
Are there any bright spots in wine and spirits? featuring Danny Brager and Dale Stratton
Fresh from their rather somber state-of-the-industry presentation, SipSource analysts Danny Brager and Dale Stratton help identify whether there are any areas of growth.
South America
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
Exclusive Global dairy quarterly Q1 2026 | A delicate dairy balance: Cautious price recovery amid heavy supply
Strong milk supply continues to weigh on global dairy prices, despite early signs of stabilization. Production growth is expected to slow later in 2026.
Exclusive Brazilian G&O monthly update – February 2026
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, exports, and crush margins for corn and soybeans, as well as regional weather developments.
Monthly Outlook: Grappling with known unknowns
Four themes dominate markets: uncertainty about the Fed's future direction, AI, restructuring of US tariff policy and rising geopolitical risks in the Middle East
Exclusive Global beef quarterly Q1 2026
Tightening global beef supplies and China’s introduction of import quotas are set to reshape global trade flows and increase price volatility throughout 2026.
Exclusive Packaging’s next chapter: Unlocking value and accelerated deal flow in a global post mega-merger era​
Success in the packaging environment requires focus and disciplined growth, prioritizing core assets, improving operational performance, and targeted acquisitions.
Asia
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
Exclusive Global dairy quarterly Q1 2026 | A delicate dairy balance: Cautious price recovery amid heavy supply
Strong milk supply continues to weigh on global dairy prices, despite early signs of stabilization. Production growth is expected to slow later in 2026.
Energy Insights of the Week
In the wake of the U.S. - Iran conflict, we are raising our energy price forecasts.
Global Daily: The New Age of Empires
The U.S. and Israel attacked Iran on Saturday morning, and not a ‘one-and-done’ strike aimed at more negotiations...
Exclusive Vietnam’s animal protein outlook: Structural modernization meets shifting consumer demand
Vietnam’s animal protein sector is modernizing fast, with rising incomes and shifting preferences driving demand as integrated, tech-enabled models reshape the industry.
Monthly Outlook: Grappling with known unknowns
Four themes dominate markets: uncertainty about the Fed's future direction, AI, restructuring of US tariff policy and rising geopolitical risks in the Middle East
Africa
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
Exclusive Global beef quarterly Q1 2026
Tightening global beef supplies and China’s introduction of import quotas are set to reshape global trade flows and increase price volatility throughout 2026.
Global greenhouse update 2026
Governments’ growing focus on self-sufficiency, climate risks, and steady tech advances are influencing greenhouse investment patterns and crop strategies worldwide.
Exclusive Taking East African floriculture to the next level
Kenya’s floriculture sector is growing fast, tackling risks and sustainability through diversification, digitalization, and global collaboration.
Exclusive Global poultry quarterly Q1 2026: Another bullish year for poultry, but with more market volatility
The outlook for the global poultry industry remains strong for 2026, with another year of robust growth of around 2.5%. Operational excellence should be a major focus.
Exclusive Blueberry update 2025: Unlocking demand to match expanding supply
Blueberry demand continues to grow globally as supply diversifies. Snacking trends, and industry shifts toward scale, genetics, and year-round supply shape the future.