Trade
Mexico sugar outlook 2026/27: Improved access to US market should improve industry margins
Improved access to the US market could strengthen margins across Mexico’s sugar sector in 2026/27.
Research
Exclusive Section 338: Curds, cars, and cocktails
The Trump Administration has invoked Section 338 to impose new 50% tariffs on Canadian goods effective August 19.
Research
Implications of the potential EU ban on Brazilian meat and poultry
A potential EU ban on Brazilian meat would tighten supply, lift EU prices, and pressure Brazil to redirect exports elsewhere.
Research
Exclusive Global aquaculture update 2H 2026: Converging global pressures drive uncertain outlook
Macroeconomic headwinds weigh on consumption, while environmental risks and shifting trade dynamics could continue to reshape supply and pricing.
Update
No sugarcoating it: Mounting imports and softening demand put pressure on the US sugar market
Between mounting high-tier tariffs and softening demand, the US sugar market is in a tight spot.
Research
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.
Research