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 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.
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.
Will Brazilian corn farmers be the biggest price headache for Australian sugar producers?!
With additional projects expected to come on line over the next three to five years, corn ethanol is likely to account for more than one-third of national ethanol output.
Exclusive Global pork quarterly Q1 2026: Industry takes a cautious approach to growth; refocused on productivity
Global pork markets in 2026 are defined by tightening herds, shifting trade policies, and persistent disease pressures.
How fiercely will mighty Brazil’s agricultural exports compete with Australia and New Zealand in 2026?
This episode is about the 2026 outlook for Brazilian agricultural commodities and the resulting impacts on New Zealand and Australia
