BLOG

Escalating conflict involving Iran, the United States and Israel is sending shockwaves through global energy, fertilizer and grain markets as shipping disruptions in the Strait of Hormuz threaten one of the world’s most critical trade corridors.

Global agricultural markets are currently facing a profound paradox. The 2025/26 season is defined by abundance, with record-breaking volumes across almost every major commodity. However, the physical movement of this supply is under severe pressure.

Record wheat crops, rising exporter stocks and a fading China import boom mean that the world is not short of grain, but millers cannot afford to be complacent. At IAOM MEA in Jeddah, analysts showed how the real battleground has shifted to protein, logistics, origin flexibility and farmer behaviour, as the Black Sea, the Americas and the Southern Hemisphere fight for a roughly fixed slice of global demand.

Bunge Ltd named Gregory Heckman as its new chief executive officer, three months after he stepped i...