Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.
The great electrification: Insights, gaps, and investment implications through scenario analysis
A comparative scenario review revealing electrification as a structural trend in the EU energy system, with all pathways showing rapid acceleration beyond 2030.
Global Daily: It Takes Two to TACO
The Iran war rages on and energy importers in Asia continue to look nervously at their ‘days cover’ dashboards for liquid fuels...
Bank of England: Dire Straits
The Bank of England kept policy unchanged at 3.75%, but stands “ready to act” as the economy confronts yet another supply shock. Its monetary policy is in dire straits.
The ECB plays Forbidden Words
We expect the ECB to leave the deposit rate unchanged at 2.00%. Beyond March, the outlook is very binary, and tied to developments in the Middle East.
Conflict in the Middle East: Impact on global food and agribusiness
Disruptions in the Middle East are driving volatility in energy, inputs, and trade, with far reaching consequences for global food systems.
Australia and New Zealand
Exclusive Wind and solar energy growth in Australia’s farming regions
This report outlines the main opportunities, risks, and key considerations for Australian farms considering working with wind and solar projects.
A global greenhouse update
A discussion of the latest global greenhouse trends, highlighting shifts in supply, demand, and cost structures across major horticultural regions.
New Zealand Economic Update: March 2026
The Iran war is now in its fourth week and the critical Strait of Hormuz remains mostly closed to shipping...
Global Daily: Look to America
US equity indices closed lower yesterday but were comparative outperformers against European and Asian counterparts, which were roundly brutalised.
Geopolitics and the impact of the war in Iran on Australia and the world
A discussion on the impact of the war in Iran and wider geopolitical implications on Australia’s and New Zealand’s economy and agriculture.
Blooming success: Australian horticulture breaks records
The Australian Horticulture Statistics Handbook 2024/25 has been released, providing an ideal opportunity for Michael Harvey and Jen Corkran to reflect on the key trends
Conflict in the Middle East: Impact on global food and agribusiness
Disruptions in the Middle East are driving volatility in energy, inputs, and trade, with far reaching consequences for global food systems.
Exclusive Middle East conflict: The impact on Australia's agriculture and economy
Disruption to Middle East shipping routes is pushing up fuel and fertiliser prices, creating new headwinds for Australian agriculture and inflation.
Can the Australian lamb market sustain these prices?
Angus Gidley-Baird speaks with Wagga Rural manager Georgia Twomey on the state of the Australian lamb market and the increased popularity of feedlotting lambs.
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.
North America
Exclusive Banxico Post-Decision Report: Close call
Banxico announced its decision to cut the overnight policy rate 25bp to 6.75% at the most recent meeting.
More persistent inflation
As the war with Iran continues and critical energy infrastructure in the Gulf region has been damaged, we have updated our macroeconomic forecasts for the US.
Exclusive Banxico Preview: More inflationary risks
We expect Banxico to hold the overnight policy rate at 7.00% at the March 26 decision.
Global Daily: It Takes Two to TACO
The Iran war rages on and energy importers in Asia continue to look nervously at their ‘days cover’ dashboards for liquid fuels...
Global Daily: Look to America
US equity indices closed lower yesterday but were comparative outperformers against European and Asian counterparts, which were roundly brutalised.
Heaven Hill on how to thrive in a downturn
From 1970 to 1995, US per capita spirits consumption fell by nearly 50%. Yet some players, like Heaven Hill, emerged stronger and more diversified than when the...
South America
Exclusive Climate change redefines suitability and resilience in global arabica coffee production
From Brazil to Ethiopia, climate change is reshaping where arabica coffee thrives, forcing the coffee supply chain to rethink sourcing, resilience, and long‑term supply.
Exclusive Semana decisiva em meio às incertezas geopolíticas
Externamente, a IEA autorizou a liberação recorde de 400 milhões de barris de petróleo das reservas emergenciais para conter a alta dos preços causada pela guerra no Or
Conflict in the Middle East: Impact on global food and agribusiness
Disruptions in the Middle East are driving volatility in energy, inputs, and trade, with far reaching consequences for global food systems.
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.
Asia
Global Daily: It Takes Two to TACO
The Iran war rages on and energy importers in Asia continue to look nervously at their ‘days cover’ dashboards for liquid fuels...
Global Daily: Look to America
US equity indices closed lower yesterday but were comparative outperformers against European and Asian counterparts, which were roundly brutalised.
Global Daily: The Wrath of Kharg
Brent crude is bid again this morning as markets digest the dump of news over the weekend relating to the Iran war...
Global Daily: Mine, Yours
Major US, European and Asian equity indices all closed in the red yesterday as Brent crude prices again breached the $100/bbl level...
Conflict in the Middle East: Impact on global food and agribusiness
Disruptions in the Middle East are driving volatility in energy, inputs, and trade, with far reaching consequences for global food systems.
Exclusive Unwrapped: Plastic packaging matters | March 2026
Geopolitical tensions, evolving regulation, and weakening recycling economics are colliding to reshape plastic packaging supply chains, costs, and compliance worldwide.
Africa
Exclusive Climate change redefines suitability and resilience in global arabica coffee production
From Brazil to Ethiopia, climate change is reshaping where arabica coffee thrives, forcing the coffee supply chain to rethink sourcing, resilience, and long‑term supply.
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.