Research

Deep dive

3 posts

Demeter Ag Aggregate

Demeter Theme Spotlight — Middle East Supply Shock in Fertiliser

11 DAA companies raised this theme in disclosures dated 2026-05-06 → 2026-11-06.

Demeter Research TeamNov 06, 26

Demeter Ag Aggregate

Demeter Theme Spotlight — El Niño

Thirteen DAA companies named El Niño in disclosures dated 16 April to 16 October 2026: some already reporting delayed planting, more replanning the 2026/27 season around it.

Demeter Research TeamOct 16, 26

Demeter Ag Aggregate

Demeter Theme Spotlight — Middle East Conflict Supply Chain Disruptions

Window: disclosures dated 2026-03-25 → 2026-09-25 · 29 of 35 companies that have historically flagged this theme filed.

Demeter Research TeamSep 25, 26