Australia
Australia agribusiness monthly September 2026: The price gains of sugar, cotton, and grains
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
Exclusive Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand
Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.
Mountains to Climb: The Road Ahead for the RBA Cash Rate
This report examines the outlook for the RBA cash rate given recent inflation data and the ongoing crisis in the Strait of Hormuz.
Exclusive Global beef quarterly Q3 2026
Global beef production is forecast to fall 2% year-over-year, further tightening supplies and supporting market fundamentals.
Is Australia’s cheese-centric dairy model running out of milk protein?
In this episode, Stefan Vogel sits with Michael Harvey to discuss how milk protein scarcity is reshaping Australia's dairy industry and challenging the long-term economics of its cheese-centric model.
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.