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 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 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
Corn ethanol in Brazil - yellow alert for sugar?
The threat of imbalance in Brazil´s ethanol market creates a yellow alert for the sugar industry, in Brazil and beyond.
Monthly Outlook: Wear an extra vest
“Buckle up” was our main message last month. Events since early December have only reinforced that view. A cold Arctic wind may require an extra vest this year, too.
Exclusive Brazil agribusiness outlook 2026
This report outlines the macroeconomic backdrop for 2026 and provides an outlook for each of Brazil’s major agribusiness sectors.
Global Daily: Burning the Bridgeheads
2-year Treasury yields closed 4.4bps higher at 3.53% on Friday after December non-farm payrolls showed the unemployment rate falling to 4.4% and wage growth accelerating.
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.
Farming and biodiversity: Challenges, commitments, and opportunities
Biodiversity is essential for farming, but agriculture also drives its decline. New policies and incentives are reshaping risks and business opportunities for farmers.
