Africa
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 Global poultry quarterly Q3 2026: Strong growth continues, but tighter discipline is critical as oversupply pressures build
Global poultry market growth continues, but rising oversupply, trade shifts, and cost pressures will demand tighter market discipline.
Global beef quarterly Q2 2026
While new trade agreements are improving market access, tight supply dominates. Rising prices and declining production continue to shape global beef markets in 2026.
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.