Trade
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.
Exclusive USMCA Update: Free trade abandoning the free world?
The USMCA is unlikely to be renewed for a full 16-year extension by July 1, 2026 and we instead expect it to enter a rolling one-year review period, extending uncertainty
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 Oil markets under pressure
In this special we developed a partial global oil supply chain model to assess bottleneck risks and analyse how markets adjust under disruption scenarios.
Global Daily: Massive Life Support
“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...
Exclusive Australian beef seasonal outlook 2026: Strong markets holding but don’t rush the gate
Australia’s cattle sector hits record output, while strong export demand supports prices – although seasonal shifts and inflation pose key risks.