Trade
Exclusive North American agribusiness quarterly Q3 2026
The Q3 2026 edition examines tightening margins as ample supplies limit prices and rising costs pressure producers, while El Niño and geopolitics reshape the outlook.
Exclusive Milk protein scarcity challenges Australian dairy’s cheese-centric model
For Australia's dairy sector the key strategic challenge is determining what mix of products creates the greatest value from an increasingly scarce pool of dairy protein.
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.
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.
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.
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.