Disclosures
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 Ag Aggregate
Geopolitical Disruptions Dominate the DAA Universe as Protein and Oilseed Dynamics Reverse
The Demeter Ag Aggregate (DAA) universe tracks 123 listed agricultural companies worldwide. This monthly bulletin analyses the themes present in their public disclosures.
Demeter Ag Aggregate
Demeter Public Companies Briefing — Trading & Merchandising
Window: disclosures dated 2026-07-23 → 2026-10-23 · 4 of 6 audience companies filed.
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 Ag Aggregate
Demeter Public Companies Briefing — Food & Processing, October 2026
Window: disclosures dated 2026-07-09 → 2026-10-09 · 31 of 46 audience companies filed.
Demeter Ag Aggregate
Demeter Public Companies Briefing — Crop Inputs
Window: disclosures dated 2026-07-02 → 2026-10-02 · 24 of 27 audience companies filed.
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 Ag Aggregate
Demeter Public Companies Briefing — Equipment & Tech
Window: disclosures dated 2026-06-21 → 2026-09-21 · 15 of 17 audience companies filed.
Demeter Ag Aggregate
Demeter Company Spotlight — Mission Produce
Mission Produce markets, distributes, and farms fresh avocados, mangoes, and blueberries, operating across the United States, Mexico, Peru, and California.
Demeter Ag Aggregate
Demeter Company Spotlight — Mowi
Mowi is a salmon aquaculture company that farms, processes, and sells salmon across multiple regions including Norway, Scotland, and Canada. It also produces fish feed at its own facilities and sells finished consumer products, with harvest volumes and feed raw material costs…
Demeter Ag Aggregate
Geopolitical Tensions Now Top the Agenda Across the DAA Universe
The Demeter Ag Aggregate (DAA) universe tracks 123 listed agricultural companies worldwide. This monthly bulletin analyses the themes present in their public disclosures.
Demeter Ag Aggregate
Demeter Company Spotlight — Inghams Group
Inghams Group is a poultry producer operating in Australia and New Zealand, selling chicken products across retail, food service, and quick-service restaurant channels. Revenue is primarily driven by core poultry volumes and net selling prices per kilogram, while costs are significantly influenced by feed inputs, labour, packaging, and freight.
Demeter Ag Aggregate
Demeter Public Companies Briefing — Food & Processing, August 2026
Window: disclosures dated 2026-05-14 → 2026-08-14 · 29 of 46 audience companies filed.
Demeter Ag Aggregate
Demeter Public Companies Briefing — Trading & Merchandising
Window: disclosures dated 2026-05-07 → 2026-08-07 · 4 of 6 audience companies filed.
Demeter Ag Aggregate
Geopolitical Tensions and Demand Growth Move to the Top of Agribusiness Agendas
The Demeter Ag Aggregate (DAA) universe tracks 123 listed agricultural companies worldwide. This monthly bulletin analyses the themes present in their public disclosures.