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Summary
Global agriculture markets are entering a period of profound transition driven by climate volatility, shifting consumer behavior, evolving carbon markets, geopolitical fragmentation, and rapidly changing regulatory frameworks. For investors, lenders, agribusinesses, and supply chain participants, understanding which forces will create tailwinds or become headwinds is increasingly critical for managing revenue risk and identifying growth opportunities.
In this webinar, Agriculture experts from S&P Global Energy will explore how El Niño, GLP-1 adoption, carbon markets, geopolitics, and regulation could reshape trade flows, company performance, capital allocation, and valuation across the agricultural value chain
Key questions we'll explore include:
- Will the current El Niño cycle amplify production, price, and revenue volatility across major crop-producing regions?
- How could GLP-1 adoption reshape demand patterns for food, beverages, animal protein, and agricultural commodities?
- How will geopolitical tensions, trade realignments, and supply chain fragmentation influence market access and competitive positioning?
- Are carbon markets emerging as a meaningful source of enterprise value creation, or do structural risks remain a barrier to scale?
- Which sectors, regions, and companies appear best positioned to attract capital, and which face increasing pressure on margins and valuations
Speakers
S&P Global Energy
Ryan Urie
Director, Global Head of Crops and Proteins
Ryan Urie is Director, Head of Global Crops & Proteins at S&P Global Energy, where he leads global coverage and analysis of agricultural and protein markets. In this role, he oversees research and market intelligence across crops and proteins, supporting customers with insights into supply, demand, pricing, trade flows and market developments across the global food and agriculture value chain.
Prior to joining S&P Global, Ryan held leadership positions spanning commodity pricing, market analysis, sales and agribusiness operations. His background includes roles across the protein and food sectors, providing a practical understanding of the market dynamics affecting producers, processors, traders and end users. Ryan holds a Bachelor of Science degree from Colorado State University.
S&P Global Energy
Ella Mukerji
Associate Director, Fertilizers
Ella leads the long-term analysis of nitrates products within the Fertecon team at S&P Global. She is responsible for producing quarterly outlook reports detailing a current and long-term analysis of production, trade, supply and demand, costs and prices.
Prior to joining Fertecon, Ella served as the product lead for onboarding solutions in the financial services division of S&P Global and has also gained experience working in the Payments department of UBS in The United States.
Ella holds Postgraduate Degree in International Business from St Mary's University, London and a bachelor degree in Sociology and Social Psychology from The University of York.
S&P Global Energy
Sana Khan
Senior Principal Analyst, Agriculture Sustainability
Sana Khan has a strong background in market assessments, competition analysis, agricultural commodity forecasting and economic modelling. She has 8+ years of experience in agribusiness sector with private, public and intergovernmental organizations. Prior to joining S&P Global, she worked for The World Bank based in Washington, DC within the Agriculture and Climate Change Global Practices. She worked on several projects including agribusiness policy benchmarking for 100+ countries within the seeds and fertilizer sector and assessment of carbon credit programs and markets in 10 developing countries.
Sana received a master's degree in business administration, her study concentrations were operational management and efficiency.
S&P Global Energy
Alberto Persona
Director, Lead Fertilizers & Sustainability
Alberto has been working as a fertilizer market analyst since 2010, working at S&P Global Energy since November 2015 after a few years at CRU. His main area of focus has been phosphates - including upstream (rock, acid, elemental) and downstream (fertilizers, feed, food, industrial) industries. Over the years he has been involved in a series of cross-commodity developments, such as demand forecasting, cost estimation, price forecasting methodologies.
Before CRU, He worked at FEEM, an environmental economics research foundation. He holds two MSc Economics titles, the most recent one from the London School of Economics and Political Science (LSE). He's a native Italian speaker, fluent in English, learning Japanese, and able to hold a conversation in Spanish or French (as long as the counterpart is understanding).
Questions?
Please contact us if you need more information or have trouble accessing the webinar.