Gerard Horner

A man wearing a light blue button-up shirt and dark pants stands in front of a green wall covered with lush plants, with sunlight casting shadows.

Three glass-door fridges display assorted bottled and canned drinks, including fizzy drinks, water, energy drinks, iced teas, and juices, all neatly arranged on shelves in a brightly lit convenience shop.

Lower Production Increases the Global Sugar Deficit

Insight Focus We forecast that the world will produce 0.9m tonne...

A person cuts a block of butter over a metal bowl near a sink. Other bowls containing milk, flour, and ingredients are on the worktop.

Are Dairy Commodities Cheap or Expensive?

Insight Focus Are dairy markets expensive or cheap relative to history...

A blue insulin pen lies on a dining table set with plates of food, cutlery, a serviette, salt and pepper pots, and a slice of watermelon. A person in the background eats from a plate.

How GLP-1 Drugs Are Changing Food Products

Insight Focus In our last update, we reported that GLP-1 uptake was ac...

A refrigerated display cabinet filled with assorted bottled and canned drinks, including water, fizzy drinks, energy drinks, and juices, arranged in rows behind glass doors in a brightly lit shop.

Signs Emerge of a Deficit Sugar Market in 2026/27

Insight Focus The 2026/27 world sugar balance has tightened slig...

A blue medication pen labelled 0 mg lies on a white table, with blurred plates of food in the background.

July Brings More GLP-1 Access

Insight Focus GLP-1 drugs are becoming easier to access in the UK, Fra...

Rows of white plastic milk bottles with handles and blue or white caps are arranged closely together, suggesting they are in a dairy processing or packaging facility.

FFMP Dairy Opportunity Strengthens in Emerging Markets

Insight Focus Fat-filled milk powder (FFMP) has become an important su...

A well-lit refrigerated display with glass doors, filled with assorted bottled and canned drinks, including water, fizzy drinks, juices, and energy drinks, organised by type and colour on multiple shelves.

Sugar Moves Away from Overproduction

Insight Focus The 2026/27 world sugar balance has tightened sharply si...

Fridge display filled with various bottled and canned drinks, including fizzy drinks, water, energy drinks, and juices, organised by type and colour on shelves behind glass doors in a well-lit shop.

El Niño Risk Still Threatens 2026/27 Sugar Surplus

Insight Focus The world could remain oversupplied with sugar in the 20...

Blurred image of a supermarket dairy aisle with shelves stocked with various cartons and bottles of milk and other dairy products.

Global Dairy as an Ingredient: A Per Capita Demand Story

Insight Focus Global consumption of dairy as an ingredient has been ri...

A well-lit convenience store fridge filled with assorted drinks, including fizzy drinks, juices, energy drinks, and water, neatly organised on shelves behind glass doors.

Shrinking 2026/27 Surplus Meets Rising El Niño Risk

Insight Focus Our projected 2026/27 global sugar production surplus ha...

Three glass-door coolers filled with assorted bottled and canned drinks, including sodas, juices, teas, and water, organized by type and color on several shelves in a well-lit refrigerator at a store.

Continued Mixed Progress Across Northern Hemisphere Cane Crops

Insight Focus We forecast that global sugar production could hit 184.5...

A close-up of white granulated sugar being poured from a paper bag onto a spoon, with more sugar piled beneath on a dark surface.

North American Sugar Consumption Gradually Declines

Insight Focus US and Mexican per-capita sugar consumption has declined...

A close-up of a small mound of white granulated sugar spilling from a burlap sack onto a dark surface.

UK Sugar Consumption is Still Falling

Insight Focus The UK is a mature sugar market. Per capita sugar consum...

A hand holds a magnifying glass over the word GLP-1 on torn paper, with other related words like Semaglutide, weight loss, and OZEMPIC visible on pieces of paper in the background.

India’s GLP-1 Moment Could Reshape Sugar Market

Insight Focus Semaglutide comes off patent in India in January 2026. F...

A hand holds a magnifying glass over torn paper strips showing the text GLP-1. Surrounding strips reveal words like Semaglutide, Ozempic, weight loss, Drug, and rebound on a dark background.

Ozempic’s Patent Protection Starts to Expire in 2026. What Next?

Insight Focus Global GLP-1 drug uptake has been limited by high cost a...

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