APAC Sustainability: エルニーニョ：国・企業への潜在的影響

研报英文原文证据摘录

APAC Sustainability: エルニーニョ：国・企業への潜在的影響

図表10: 中東紛争による肥料と食料への影響に関するUBSレポート

Publish Report title Lead author date

2026/6/19 El Niño; BESS; Critical Minerals, Renewables and Biofuels Luciana Carvalho

2026/6/17 Fun with Fertilizers Lucas Beaumont

2026/6/12 El Niño: expert call takeaways Alisa Dudchak

2026/6/11 El Niño and Agribusiness: global weather risks and commodity implications Matheus Enfeldt

5/25/2026 Follow up on agri markets: impact of ME conflict Alisa Dudchak

5/28/2026 Fun with Fertilizers Lucas Beaumont

HOLT Emerging Markets View "MENA Fertilizer stocks - scope for a higher

5/11/2026 Selim Gogus

scarcity premium?"

4/30/2026 How higher fertilizer prices impact TTEN retail margins? Matheus Enfeldt

4/27/2026 When Geopolitics Hits the Soil: Assessing Latin America's Exposure Luciana Carvalho

4/23/2026 Fertilisers expert call: what were the key takeaways? Priyanka Patel

4/9/2026 "肥料ショックの三次、四次波及効果" 宮田 Leigha Miyata

EU Consumer Chemicals & Ingredients "Ingredients input cost handbook:

4/7/2026 Charles Eden

Apr-26 update"

4/7/2026 Global Sustainability "Fertiliser 101 & Middle East conflict impact" Alisa Dudchak

4/6/2026 N.A. Chems Pkg "Fun with Fertilizers" Lucas Beaumont

Thailand Market Strategy "Pulse check: What's happening in Thailand?

4/2/2026 Alex Manoonpol

March 2026"

3/31/2026 コカ・コーラ ボトラーズジャパン "イラン情勢の影響と今後の見通し" Rei Ihara

Global Tobacco "Implications of a potentially protracted Middle East

3/27/2026 Faham Baig

conflict"

Machinery Analysis "Higher fertilizer costs could pressure farm incomes

3/26/2026 Steven Fisher

further in 2026"

N.A. Chems & Pkg’g "Updating Fertilizer Outlook; NTR D/G to Sell; MOS D/

3/25/2026 Lucas Beaumont

G to Neutral"

3/25/2026 K+S "Risks to potash demand in FY26" Priyanka Patel