Analysis 02/01/2026

European market

Wednesday, January 1, 2026

Dear readers,
Dear subscribers,
Dear partners,

A new year is upon us!

Let us take a moment to look back: the past year has been marked by challenges, difficulties, and also opportunities in agricultural and commodity markets. Prices have experienced sharp movements, amid volatility in cereals and livestock production, geopolitical tensions, firmness in fertilizers, and adjustments in energy prices on global markets.

In the face of these agricultural challenges, our shared commitment, rigor, and boldness have been the driving forces that enabled us all to move forward and confront market realities. Every day, our team has been dedicated to providing you with clear analyses, reliable data, and perspectives to help you anticipate and make decisions in a complex environment.

2026 already promises to be a strategic year : climate issues, evolving agricultural policies, and the ongoing need to optimize risk management in ever-changing markets. More than ever, information, analysis, and expertise will be your greatest allies.

We will continue to support you with innovative tools, in-depth analyses, and a global vision to guide your decisions.

To all stakeholders in the sector, farmers, industry players, traders, investors, we wish you a 2026 filled with success and opportunities.

Together, let us keep turning challenges into solutions.

Happy New Year 2026 to all !

Gautier Le Molgat

SVP Agriculture
Head of France

American market

Black Sea market