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 - Commodities Of The Future: Long-term Changing Consumption Patterns - MAY 2017

Americas May 2017 / Global / Industry

Demand patterns for various commodities will change over the coming decades. Coal, iron ore, steel and fertiliser demand will slow over the years to 2050 while tin and copper demand will hold up. Lithium and cobalt demand will outperform, driven by the battery revolution, setting their place as the commodities of the future.

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Industry Trend Analysis - China Trade: Corn Imports Reaccelerating In Medium Term - MAY 2017

Asia Pacific May 2017 / China / Industry

Although agricultural imports will be lacklustre in 2017, China's import demand will accelerate in the coming years. Moreover, the product and supplier diversification spree that the country embarked on in recent years will gain pace in the future. The US will remain the largest supplier to China for now, but it is slowly losing market share to alternative suppliers - especially Brazil, the EU, Australia and some South East Asian and Latin American countries. The US is also missing out on relatively new and booming imports such as fruits, meat and food preparations.

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Industry Trend Analysis - Emerging Markets Key For Unilever Spreads Unit Sale - MAY 2017

Europe May 2017 / Europe / Industry

We expect to see strong interest in Unilever's margarine and spreads unit, due to a reasonable valuation and opportunities for further growth in emerging markets. The decline in sales in developed markets will remain a challenge for any potential investor, as consumers have moved away from spread products as an everyday staple. Potential offers could come from other dairy companies, private equity firms or even another bid from Kraft Heinz.

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

Middle East & Africa May 2017 / Global / Industry

We are generally quite neutral towards commodity prices on a short-term (three-to-six month) horizon. The broad-based gains since the start of 2016 have priced in most of the good fundamental news for commodity markets over 2016-2017, in our view.

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