World

World Dairy Map 2026: Cheese leads growth as supply power shifts

Global dairy trade continues its steady long-term expansion, with cheese leading the way as shifting demand and rising US and Argentine supply reshape flows.

Exclusive Brazilian coffee monthly update: June 2026

Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.

Palm oil outlook to 2031: Structural tightness to keep prices elevated

In this episode, RaboResearch analysts Vítor Pistóia and Oscar Tjakra dive into the outlook for palm oil markets through 2031.

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.

Cheap until it wasn’t: How abundant resin masked a fragile supply chain

Structural oversupply created dependency on low-cost, globally concentrated supply, which left the system fragile and exposed when a geopolitical shock (Hormuz) occurred.

The Versailles Memorandum of Understanding has reduced disruption risks in the Persian Gulf, driving a downgrade in both our crude oil and natural gas price expectation.