Interest rates
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 Water scarcity: How stronger governance could reshape crop competitiveness in the EU
About one-fifth of EU crop value depends on irrigated production in water-scarce regions, creating exposure to risks related to tighter (irrigation) water governance.
Exclusive Global Dairy Top 20: M&A and specialization reshape the rankings
Consolidation is accelerating across the dairy sector, with major mergers, acquisitions, and portfolio changes reshaping the ranks of the industry’s biggest players.
Exclusive Global beef quarterly Q3 2026
Global beef production is forecast to fall 2% year-over-year, further tightening supplies and supporting market fundamentals.
Is Australia’s cheese-centric dairy model running out of milk protein?
In this episode, Stefan Vogel sits with Michael Harvey to discuss how milk protein scarcity is reshaping Australia's dairy industry and challenging the long-term economics of its cheese-centric model.
Exclusive ACMR Monthly August 2026: Disruption stays on the menu
Our monthly report covering Wheat, Corn, Soybeans, Soy products, Palm oil, Sugar, Cocoa, Cotton and Dairy.