Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
Exclusive Energy Charts of the Week
A short energy update
The great electrification of transport: Unlocking efficiency gains
The transport sector consumes 47% of all of the EU’s oil demand, and given the lack of significant oil reserves, this is almost entirely imported from abroad.
Global Daily: Master and Commander-in-Chief(?)
Financial markets are back in a risk-off mood today following news over the weekend that US-Iran peace talks ended without agreement...
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Global Daily: Bridge Day
As traders return from the Easter break markets are again counting down to an ultimatum deadline set by President Trump...
Exclusive Food price inflation to hit European wallets by Christmas
Food price inflation will rise in Europe due to higher energy costs, triggering consumer reaction and possibly declines in retail sales volumes and foodservice traffic.
Australia and New Zealand
Diesel under pressure | How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?
RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz....
New Zealand Economic Update: April 2026
This report provides an update on the New Zealand economy as at April 2026.
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Australia agribusiness April 2026: Fuel and fertiliser pressures
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 April 2026: A watch on fuel, fertiliser, and freight
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.
Global Daily: April Fools and the Last Supper
Wednesday saw the unusual occurrence of three Anglosphere heads of government delivering televised addresses to their respective nations within 24 hours of each other...
Monthly Outlook: War and Peace
For now, we stick to our scenario of the Iran war being over in 2-3 weeks on largely US terms, then a slow return to normal for energy… but not for geopolitics.
The Iran conflict and Australian agribusiness: Where things stand after four weeks
Australia’s farm sector is feeling the ripple effects of the escalating Middle East conflict. In this episode, Stefan Vogel leads a discussion with the team on...
Exclusive Global poultry quarterly Q2 2026: Solid global chicken demand, rising geopolitical risks and volatility
The global poultry industry outlook remains strong, with 2.5%-3% growth expected in global consumption.
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...
North America
Exclusive Energy Charts of the Week
A short energy update
Exclusive Banxico Update: Skewed to the downside
We still expect one more 25bp cut from Banxico in Q2, but have moved that cut up to May from June.
Global Daily: Master and Commander-in-Chief(?)
Financial markets are back in a risk-off mood today following news over the weekend that US-Iran peace talks ended without agreement...
Breaking down the potential Pernod Ricard, Brown-Forman merger of equals
In late March, Brown-Forman Corporation and Pernod Ricard confirmed they were in talks about a potential merger that would bring together giant brands like Jack Daniels,
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Global Daily: Bridge Day
As traders return from the Easter break markets are again counting down to an ultimatum deadline set by President Trump...
South America
Exclusive Energy Charts of the Week
A short energy update
Exclusive Risks persist despite fragile ceasefire
Domestically, March’s IPCA printed above all expectations, already incorporating some of the Middle East pass-through.  Externally, the US and Iran agreed a two-week cea
Brazil agribusiness quarterly Q1 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Monthly Outlook: War and Peace
For now, we stick to our scenario of the Iran war being over in 2-3 weeks on largely US terms, then a slow return to normal for energy… but not for geopolitics.
Exclusive Brazilian G&O monthly update – March 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
Exclusive Energy Charts of the Week
A short energy update
Global Daily: Master and Commander-in-Chief(?)
Financial markets are back in a risk-off mood today following news over the weekend that US-Iran peace talks ended without agreement...
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Global Daily: Bridge Day
As traders return from the Easter break markets are again counting down to an ultimatum deadline set by President Trump...
Global Daily: April Fools and the Last Supper
Wednesday saw the unusual occurrence of three Anglosphere heads of government delivering televised addresses to their respective nations within 24 hours of each other...
Exclusive Global poultry quarterly Q2 2026: Solid global chicken demand, rising geopolitical risks and volatility
The global poultry industry outlook remains strong, with 2.5%-3% growth expected in global consumption.
Africa
Exclusive Energy Charts of the Week
A short energy update
Exclusive Global poultry quarterly Q2 2026: Solid global chicken demand, rising geopolitical risks and volatility
The global poultry industry outlook remains strong, with 2.5%-3% growth expected in global consumption.
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.