Americas

Regional trend analysis, forecasts and market intelligence for the Agribusiness industry

Latest Americas Analysis

Industry Trend Analysis - US Cotton Production Revised Upward, Hurricane Minor Risk - SEPT 2017

Cotton prices will continue on their moderate downward trend to the end of the year, following significant upward revisions to the 2017 US bumper cotton crop in the USDA's August WASDE. These were accompanied by smaller upward revisions for China and Benin, increasing the estimate of global output in 2017 by almost 2mn bales. Looking forward to 2018/2019, we expect US cotton yields to fall from...

READ FULL ARTICLE...

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

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...

READ FULL ARTICLE...

Industry Trend Analysis - Deere's Wirtgen Acquisition: Executing Strategic Objectives But Optimistic Growth Rates - JULY 2017

Deere & Company's purchase of privately-owned Wirtgen Group is attractive given that it fits Deere's strategic objectives and the selling prices was similar to market comparables despite Wirtgen's industry leading position. We do, however, note that some of the deal's growth estimates, particularly related to road construction, look overly optimistic.

READ FULL ARTICLE...