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The Iberian Peninsula experienced a significant electricity blackout in April, leaving Spain and Portugal without power for half a day. This unprecedented event has sparked intense debate about its ...

The US Treasury’s first bond auction since Moody’s downgraded the United States on Friday fell flat. The 5% yields that were offered failed to draw sufficient demand, as investors demanded a higher ...

As USD/CAD tariff premiums unwind, we find that USD/CAD is again dominated by the US-CA rate differential and see USD/CAD climbing back to the 1.42-1.44 range.

Recovering Brazilian production will help rebalance the global orange juice market in 2025/26, but uncertain demand and climate risks mean volatility will persist. In this report, we evaluate the ...

Australia’s 2025/26 cropping area is projected to rise, driven by positive soil moisture levels in some regions and a range-bound gross margin outlook for most crops. Tariff threats and soil moisture ...

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The NASDAQ and S&P500 pumped higher yesterday as trade war détente and a lower-than-expected US CPI print fuelled optimism. The S&P500 is now in the black year-to-date and the NASDAQ is in bull market ...

CAISO’s battery market is shifting. We have analyzed how performance, policy, and discipline are shaping the future of energy storage in California.

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Food inflation and low sentiment delay recovery in 2025; value, health, and premium trends reshape US foodservice and retail spending. As we move through 2025, volatility and uncertainty continue to ...

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