Europe

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

Latest Europe Analysis

Industry Trend Analysis - EU Imports Could Fill Japan Dairy Shortfall - SEPT 2017

Low birthrates and an ageing population in Japan have decreased demand for milk, but other products derived from dairy are gradually increasing. Alongside cheese and butter, we see growth potential for ice cream and yoghurt to experience a boost in consumer demand. With declining domestic production but growing demand for dairy products, we therefore see potential for imports to fill some of...

READ FULL ARTICLE...

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

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 commodit...

READ FULL ARTICLE...

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...

READ FULL ARTICLE...

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...

READ FULL ARTICLE...