Lower gas prices in 2026 will only slightly offset rising carbon costs, keeping European power price declines curtailed amid structural market pressures.
Australia’s 2025/26 crop surge lifts global grain supply, pressuring prices. Wheat, canola, and barley lead gains amid strong yields and export competition. Australia's above-average production is ...
The tariff premium seems to have priced itself into USD/CAD once again, as USD/CAD is trading above 1.40 – the highest level since April of this year.
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Carlos Mera and Oran van Dort discuss the spike in coffee prices. Despite so many factors affecting the coffee market in the last couple of years, global exports in the 12 months to August remained ...
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The rapid adoption of electric vehicles (EVs) in the US could add between 100TWh and 185TWh to national electricity demand by 2030, representing between 2.5% to 4.6% of anticipated total consumption.
If Trump wins the 2024 US election, we do not expect a full repeal of the IRA. A change of administration, however, could attempt to change tax credit provisions that have yet to be finalized and are ...
Farmers of major grains and oilseeds will enter 2025 with much more compressed margins – negative in some cases – and a very uncertain geopolitical outlook. 2024 has been a year of further price ...
Generation Z is drinking less compared to prior generations. We break down what is driving the declines and assess whether lower consumption levels will persist. In the US, data suggests that ...
The carbon costs for the industry in the European Union will significantly rise due to recent changes in regulation. The article assesses the magnitude of these changes and their implications for the ...