Agribusiness Insight

Agribusiness Insight brings you analysis of regional trends, regulatory changes, projects and investments plus competitive intelligence on the growth strategies of leading companies in the sector

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Key stories from this month's issue...

Industry Trend Analysis - New Biofuel Policy Adds Risks to Positive Sugar Production Outlook - AUG 2017

Americas July 2017 / Brazil / Industry

Brazilian sugar production will continue on its moderate upward trend, driven by farmers' preference for sugar over ethanol. Brazilian sugar producers will maintain their dominance on international markets through industry consolidation and technological improvements. Ethanol prices are unlikely to recover in the short term, due to strong competition from fossil fuel substitutes, but could surge if planned support policies are implemented by the current administration.

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Industry Trend Analysis - Potash Mining: Subdued Price Outlook To Favour Low-Cost, EM Producers - AUG 2017

Asia Pacific July 2017 / Global / Industry

Global potash production will edge higher in the coming years, as low-cost producers look to gain market share following the bottoming out of prices in 2016. Rising production capacity will keep the market in oversupply in the coming years.

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Market Strategy - Global Commodities Strategy - Monthly Roundup - AUG 2017

Europe July 2017 / Global / Industry

We remain broadly neutral towards commodities prices over the rest of 2017 compared with spot levels. However, this will still see most commodities average higher in 2017 than in 2016, suggesting a slightly positive year for commodities for the year as a whole. We are positive on grains and oil from spot levels in H217; but the outlook for gold, industrial metals and softs agricultural commodities is lacklustre.

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Commodity Strategy - BMI Vs Consensus: Turning Below Consensus On Oil Prices - AUG 2017

Middle East & Africa July 2017 / Global / Industry

Although the outlook for commodity prices compared with spot prices over the rest of 2017 is neutral, most of our price forecasts for 2017 remain for rises in prices on an annual average basis. We are positive on grains and oil from spot levels in H217; are neutral to slightly bearish on industrial metals; and negative on softs agricultural commodities and coal.

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