Europe

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

Latest Europe Analysis

Industry Trend Analysis - Growing Obstacles For Palm Oil In Europe Despite Sustainability Efforts - JUNE 2017

The ongoing slowdown in the EU's use of palm oil will continue in the coming years as the commodity will increasingly suffer from a poor reputation and from the ensuing stricter regulations put in place by authorities. Food use will come under rising pressure, while ongoing reform to the EU's renewable policy will cap the use of palm oil-based biodiesel in the region, which was one of the main...

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

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...

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Market Strategy - First Signs Of Supply Recovery To Push Palm Oil Prices Lower In H217 - APR 2017

We maintain our view for palm oil prices to remain supported in the coming months, trading in the MYR2,600-2,900/tonne range. Although palm oil tree yields and production are showing the first signs of recovery from El Ni?o, it will take a few months for stocks to rebuild. We forecast prices to average MYR2,600/tonne over 2017, compared with MYR2,632/tonne in 2016. Although we do expect to ease...

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

We remain positive towards commodity prices over 2017, as the combination of improving supply and demand fundamentals and rising global inflation expectations will support prices. Commodities look particularly attractive relative to bonds and equities - especially US stocks - and we maintain our long-held view that real assets will outperform. Extreme valuations in bonds and equities, at a time...

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