South America
Read unique insights from our team in São Paulo, covering food and agribusiness and economics in South America, focusing on Brazil, Chile, Peru, and Argentina.
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.
Exclusive Buying time
Externally, the U.S.–Iran conflict has now reached the one‑month mark with no concrete progress, heightening global uncertainty and raising risks for inflation and fina
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.
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.
