The US Treasury’s first bond auction since Moody’s downgraded the United States on Friday fell flat. The 5% yields that were offered failed to draw sufficient demand, as investors demanded a higher ...

Recovering Brazilian production will help rebalance the global orange juice market in 2025/26, but uncertain demand and climate risks mean volatility will persist. In this report, we evaluate the ...

Australia’s 2025/26 cropping area is projected to rise, driven by positive soil moisture levels in some regions and a range-bound gross margin outlook for most crops. Tariff threats and soil moisture ...

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Food inflation and low sentiment delay recovery in 2025; value, health, and premium trends reshape US foodservice and retail spending. As we move through 2025, volatility and uncertainty continue to ...

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The EU’s new Vision for Agriculture and Food shifts the focus to strengthening the farming sector, rather than raising environmental standards. In February 2025, Christophe Hansen, the EU Commissioner ...

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Australia's climate-related financial disclosure regime introduces new reporting obligations for larger companies, including impacts across agricultural value chains. Australia's climate-related ...

China’s new 34% tariff on US imports could impact dairy trade, particularly US exports of dry whey and lactose. The EU and UK may step in, altering market dynamics. The US exports more than 50% of its ...