Middle

A2 Milk Slashes Its Earnings Outlook as Middle East Conflict Drives Freight Costs Higher

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A2 Milk Slashes Its Earnings Outlook as Middle East Conflict Drives Freight Costs Higher

When a conflict thousands of kilometres from New Zealand starts showing up in an infant formula company’s freight bill, it is a reminder of how quickly geopolitical disruption converts into margin damage. For A2 Milk, the Middle East conflict has moved from background macro risk to a confirmed line item in a downgraded earnings forecast. … Read more

FAO Warns Sustained Global Food Price Risk from Middle East War Could Worsen in 2026

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FAO Warns Sustained Global Food Price Risk from Middle East War Could Worsen in 2026

The 40-day threshold is the number every FMCG procurement team should have circled right now. Once the Middle East conflict crosses that mark and input costs remain elevated, the UN Food and Agriculture Organisation (FAO) warns that farmers will begin cutting inputs, reducing plantings, or shifting to less fertiliser-intensive crops — decisions that will echo … Read more