Africa

Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence

Exclusive Global beef quarterly Q3 2026

Global beef production is forecast to fall 2% year-over-year, further tightening supplies and supporting market fundamentals.

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 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.