Regions

The great electrification of EU industry: What will it take?

Despite strong policy support and mature technologies, EU industrial electrification remains slow. The missing ingredient is a viable investment case.

Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence

What the Nordics reveal about the future of Europe’s biomethane

The Nordic biomethane experience suggests that future winners will be those who can connect the multiple services biomethane offers to the sectors that need them most.

Global Daily: All The News That is Not Fit to Price

Political and geopolitical developments again stole the headlines over the weekend, with attendant market implications...

Eurozone inflation is re-energized

Higher energy prices drive Eurozone inflation higher. The immediate rebound is energy-driven, but higher energy and distribution costs also feed into core inflation.

Bank of England: No hold in November?

The Bank of England held rates unchanged, but might hike in November. It also set out an eight-year gilt unwind plan explicitly designed to alleviate long-end pressures.

Australia agribusiness monthly October 2026: Navigating risks and seizing opportunities

Here are the main highlights for some of Australia’s key commodities and economic influences this month.

New Zealand agribusiness monthly October 2026: Longer days and new season dynamics

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.

The business case for nitrification inhibitors

Fertiliser is one of the largest variable input costs in Australian cropping, yet a significant proportion of applied nitrogen can be lost before crops can use it.

Birds of a feather: Global poultry market update

The H5 strain of avian influenza has been detected in Australia, raising questions about what this might mean for Australian poultry operations. Angus Gidley-Baird chats

Improving nitrogen-use efficiency with nitrification inhibitors in Australian cropping

Australian and international evidence suggests nitrification inhibitor fertilisers deliver the greatest benefits in high-risk environments prone to nitrogen losses.

Biofuels could strengthen Australia’s fuel security and create new markets for farmers

Turning locally produced feedstocks into biofuels could help Australia lower import dependence, improve resilience to supply shocks, and create new markets for farmers.

Playing with the big boys: The Brazilian beef industry

With trade disruptions causing major shifts in global beef trade, understanding how the world's biggest exporter is managing becomes important.

Semiannual fertiliser outlook: What's influencing prices?

Oskar Mitchell is joined by Bruno Fonseca, RaboResearch's Senior Farm Inputs Analyst in Brazil and lead author of the Semiannual Fertiliser Outlook.

New Zealand Economic Update: September 2026

Consistent with RaboResearch’s forecast, the Reserve Bank of New Zealand lifted the Official Cash Rate by 25bp to 2.75% in early September...

Global trends reshaping the Global Dairy Top 20

Michael Harvey is joined by Tom Booijink from the European team to discuss the release of the Global Dairy Top 20 report and to explore the major shifts shaping the world

Movement on the global beef chessboard and what that means for Australian and New Zealand cattle producers

Recently, we have seen new quotas come into effect, tariffs removed, and trade volumes shift in global markets.

Exclusive Global Dairy Quarterly Q3 2026 | A market in transition

Slowing milk growth, tighter producer margins and weather risks are creating a more constructive outlook for milk powders and dairy proteins into 2027.

Appetite for Destruction

After recent speeches by FOMC participants we change our Fed forecasts by adding a rate hike in December 2026.

National Plastics Conference 2026: Takeaways from Houston

The National Plastics Conference 2026 brought together industry leaders to discuss the trends redefining the plastics value chain.

Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence

Exclusive Banxico Post-Decision Report: Changing it up?

Banxico held its overnight policy rate at 6.50%, in line with expectations, but materially softened its forward guidance.

Will beer distributors become the only kind of distributor?

In what is easily one of the most candid conversations we’ve had in years, Joe Davis and Michael Corrigan from KEG 1 and K1 Management Services discuss the impact

Global Daily: All The News That is Not Fit to Price

Political and geopolitical developments again stole the headlines over the weekend, with attendant market implications...

Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence

Carbon credits as a catalyst for regenerative agriculture in Brazil

Brazil could become a leading soil carbon credit market, but scaling regenerative agriculture will require investment, producer adoption, and regulatory certainty.

Playing with the big boys: The Brazilian beef industry

With trade disruptions causing major shifts in global beef trade, understanding how the world's biggest exporter is managing becomes important.

Brazilian G&O monthly update – September 2026

Read our latest report on Brazilian G&O, detailing farmgate prices, amounts sold, and exports for corn and soybeans, as well as regional weather developments.

Can Brazil’s agricultural exports surf the coming geopolitical waves?

Brazil has become an export powerhouse for agricultural commodities over the last 20 years but must now deal with concentrated destinations and geopolitical tensions.

Brazilian coffee monthly update: August 2026

Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.

Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence

Exclusive Global Dairy Quarterly Q3 2026 | A market in transition

Slowing milk growth, tighter producer margins and weather risks are creating a more constructive outlook for milk powders and dairy proteins into 2027.

Exclusive Table grape update 2026: Global trade continues to reshape the industry

Global table grape exports are set to reach a new record in 2025/26, supported by emerging suppliers and resilient demand across key destination markets.

Exclusive Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand

Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.

Global Daily: The Natural Equilibrium

G20 finance ministers, central bank governors and a handful of high-profile CEOs gathered in Asheville, North Carolina, yesterday...

Exclusive Running on Fumes

Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence

Exclusive Global beef quarterly Q3 2026

Global beef production is forecast to fall 2% year-over-year, further tightening supplies and supporting market fundamentals.

Exclusive Global avocado update 2026: Structural supply growth and climate-driven variability reshape global avocado markets

The global avocado market continues to grow, but rising structural supply, climate-driven variability, and geopolitical turmoil bring increasing volatility.

Exclusive Longer Stalemate, Higher Prices

As long as the Strait of Hormuz remains closed, energy inventories will draw and force prices higher over time.

The great electrification: Nuclear energy in the changing power system

With aging reactors, high costs, and slow build times, Europe's nuclear output will depend on lifetime extensions rather than new capacity.

Exclusive Another Ceasefire

Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.