Europe

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

Latest Europe Analysis

Market Strategy - Commodities Performance And Forecasts - NOV 2017

The three-month outlook for commodity prices is generally positive, although industrial and precious metals look vulnerable to a near-term correction after strong recent gains. We believe that oil prices will edge higher over the coming months as the global market continues to tighten, aided by improving compliance with the ongoing OPEC/non-OPEC output deal. We also expect that the grains index...

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Industry Trend Analysis - Agriculture To Prove Contentious During 'Jamaica' Coalition Negotiations - OCT 2017

In Germany, agriculture will prove one of the more contentious issues in the upcoming coalition negotiations between the CDU, the FDP and the Greens. The Greens will have the upper hand in negotiations, as agriculture is prioritized to a greater extent in their platform when compared to the other two parties. That said, the Greens' more radical proposals will be defeated due to the low-vote...

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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...

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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...

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