Russian and Ukrainian grain export disruptions and the impact on grain prices
General Manager RaboResearch Australia/New Zealand Stefan Vogel and Senior Analyst Jen Corkran unpack the price drivers behind higher grain prices, as well as the potential for further rises and what could cause prices to retreat again.
The great electrification: The power of molecules
Direct electrification will drive decarbonization, while PtX will support applications where molecules remain necessary and alternatives are limited.
World Pork Map 2026: Competition intensifies in a more fragmented pork market
China’s reduced influence is reshaping global pork trade, with exporters competing more fiercely across a wider range of destination markets.
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 Dairy Top 20: M&A and specialization reshape the rankings
Consolidation is accelerating across the dairy sector, with major mergers, acquisitions, and portfolio changes reshaping the ranks of the industry’s biggest players.
Exclusive Energy Charts of the Week
Hormuz disruption is tightening crude, LNG, diesel, gas and power markets, with low inventories and outages keeping winter energy risks elevated.