
South America
Read unique insights from our team in São Paulo, covering food and agribusiness and economics in South America, focusing on Brazil, Chile, Peru, and Argentina.

Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.

Exclusive Ground for concern: Climate impacts on arabica coffee yields in Brazil
Brazilian arabica production shows links between climate and yield. With rainfall shifts and warming ahead, climate-smart strategies are vital to secure coffee’s future.

Monthly Outlook: Buckle up for 2026
If you think 2025 has been a wild ride, so 2026 ‘will be calmer’ as things revert to the mean, then you haven’t understood this year.

Global Daily: Sky's the Limit?
Major US indices closed high on Friday evening as trading resumed following the Thanksgiving holiday...

Exclusive Global beef quarterly Q4 2025
Beef production in key producing and consuming regions is expected to contract by 0.8% in 2025 compared to 2024 volumes, resulting in the first global beef contraction...

Vene(zuela), vidi, vici?
President Trump is threatening to extend the ‘Donroe Doctrine’ to Venezuela: could we see military action and/or regime change?

Exclusive Brazilian cane harvest monthly update – November 2025
Read our latest update on the Brazilian cane harvest.

Exclusive Brazilian coffee monthly update: November 2025
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.

Lower the steaks, raise the stakes
US stocks closed mixed on Friday to cap off a week where concerns over valuations caused substantial wobbles...

Exclusive Blueberry update 2025: Unlocking demand to match expanding supply
Blueberry demand continues to grow globally as supply diversifies. Snacking trends, and industry shifts toward scale, genetics, and year-round supply shape the future.

Global Daily: Master of the House
Markets last week were understandably in risk-on mode in reaction to the sit-down meeting between Presidents Trump and Xi on the sidelines of the APEC conference...

Exclusive Semiannual fertilizer outlook: Poor affordability to pressure global fertilizer demand in 2026
The global fertilizer market is entering a prolonged period of reduced consumption.









