Geopolitics
Exclusive Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand
Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.
Global Daily: The Natural Equilibrium
G20 finance ministers, central bank governors and a handful of high-profile CEOs gathered in Asheville, North Carolina, yesterday...
Exclusive Unwrapped: Plastic packaging matters | August 2026
Unwrapped Q3 explores how PPWR, EPR, recyclability standards, feedstocks, and tariffs are reshaping the packaging value chain.
Mountains to Climb: The Road Ahead for the RBA Cash Rate
This report examines the outlook for the RBA cash rate given recent inflation data and the ongoing crisis in the Strait of Hormuz.
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 Strengthening resilience in the European potato value chain
Strengthening resilience is increasingly critical for the European potato sector in response to rising volatility in supply and demand.