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Analyst Insights Sara Warden

146 Insights

Sara Warden

Sara joined Czarnikow in 2021 as a commodity journalist after a brief period covering commodities and leveraged finance at several London-based new outlets. In the four years prior, Sara lived in Mexico City, where she worked as a bilingual journalist and editor across several key industries, including mining, oil and gas, and health. Since joining Czarnikow, she has led the creation of general interest content that uses data to present key trends, with a focus on attracting a new, broader audience base. She graduated from the University of Strathclyde in 2014 with joint honours in Journalism and Spanish and is currently studying a Master’s in Food Policy.

Will Weight Loss Drugs Really Change Consumption Patterns?

GLP-1 drugs such as Ozempic seem to help weight loss by curbing impulsive behaviour. As they become more widely available this could have implications for food consumption. We examine what might happen.

Sara Warden

5 days ago

7 min read

US Farmers Face Tighter Margins As Crop Prices Slide

  • Despite rising food prices, US farmers have been squeezed by tightening margins.
  • An end to Covid-related disaster payments and high debt burdens are increasing pressure.
  • Now, drops in the price of key crops corn and wheat could push them to breaking point.

Sara Warden

1 month ago

3 min read

5 fatores que influenciarão os preços do frete a granel seco

Five Factors That Could Influence Dry Bulk Freight Prices

  • Dry bulk prices depend on factors such as grains flows and industrial production.
  • Geopolitical and weather issues in the Red Sea and Panama Canal will also have an influence.
  • Supply plays a part too given the robust orderbook for Panamax vessels.

Sara Warden

1 month ago

4 min read

Ukraine and Grains Two Years On

  • After Russia invaded Ukraine in February 2022, there as panic in grains markets.
  • There was speculation that restrictions on Ukrainian grains could exacerbate food inflation.
  • Now after two years, how has Ukraine adapted to the new landscape?

Sara Warden

2 months ago

5 min read

Cost of Decarbonisation Means Food Prices May Rise

  • European farmers have taken to the streets in protest over a series of agricultural policy issues.
  • One of the biggest issues is decarbonisation, which places great financial pressure on farmers.
  • While decarbonisation is necessary, the farmers shouldn’t bear all the costs.

Sara Warden

2 months ago

6 min read

Panama Canal Situation to Get Worse Before It Gets Better

  • Panama Canal water levels are still critically low.
  • Alternatives such as land bridges and diversions are available.
  • However, costs and disruption are likely to stay high until heavier rainfall around October.

Sara Warden

3 months ago

4 min read

Why Lunar New Year Matters for Container Rates

  • The approach to Lunar New Year often provides a boost to the container shipping industry.
  • But over the past few years, demand from China has been lacklustre.
  • A long term behavioural change in Chinese spending would be negative for container rates.

Sara Warden

3 months ago

4 min read

Container Industry Not Out Of the Woods for 2024

  • The container shipping industry has endured a tough 2023 after solid performance in the prior three years.
  • Some of the issues the industry has faced this year are likely to leak through into 2024, while other new challenges will present themselves.
  • So, what’s around the corner for the container shipping industry in 2024?

Sara Warden

4 months ago

6 min read

2024 Elections and their Impact on Food Supply Chains

  • An unusually high number of elections are set to take place in 2024.
  • Food policies are likely to be in the spotlight for candidates.
  • We take a look at the countries that are heading to the polls.

Sara Warden

4 months ago

9 min read

4 Key Food Supply Issues of 2023 in Charts

  • Certain key themes have plagued food markets and supply chains through 2023.
  • We take a look at the main issues that have characterised the year.
  • Should we expect more of the same in 2024?

Sara Warden

5 months ago

5 min read

Container Demurrage and Detention Explained

The terms “demurrage” and “detention” refer to mechanisms used by the container shipping industry to ensure goods move efficiently around the world. They encourage all parties to work in a smooth and timely manner, while punishing those who don’t with fines. But the supply chain snarls of the past few years have revealed some vulnerabilities in the system. 

Sara Warden

5 months ago

1 min read

Could Chinese Population Decline Undermine Consumption Growth?

  • After decades of strong population growth, it seems that China’s birthrate is stagnating.
  • While this is normal for developed countries, China’s position as one of the world’s largest consumers means it may be cause for concern.
  • With a potentially shrinking and ageing population on the cards, what does this mean for food trade dynamics?

Sara Warden

6 months ago

8 min read