Thijs Geijer on Muck Rack

Thijs Geijer

  • Senior Sector Economist of Food and Agriculture, ING Think
London
As seen in: ING Think, Flipboard, Seeking Alpha, BNR Nieuwsradio, Farming Online, UK Investor Magazine, The Progress Playbook, Finno Expert
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Articles

Risks to agri markets look underpriced as Hormuz crisis drags on

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By Thijs Geijer, Warren Patterson
| Flipboard
0:39 6 hours ago India: Wild elephant storms into farmhouse compound as barking dogs trigger tense chase across village. StringersHub • 6h Occurred on May 31, 2026 / Kodagu, Karnataka, India, Info: A wild elephant wandered into a residential compound during the early morning hours and caused concern among residents. Disturbed by a barking dog, the animal chased it along a long paved driveway before moving further through the property. Restriction:Not Distributable in Germany.
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Risks to agri markets look underpriced as Hormuz crisis drags on

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By Thijs Geijer, Warren Patterson
| ING Think
The impact of potential shortages varies across regions. Southern Hemisphere farmers are more vulnerable than those in the Northern Hemisphere. In the Northern Hemisphere, the impact is likely to be more limited, as farmers have already planted their spring crops and pre-booked inputs for the season. As a result, we do not expect any significant changes in crop areas or yields for most of these producers.
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Transformative or overhyped? The impact of weight-loss drugs on European food demand

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By Thijs Geijer, Diederik Stadig
| ING Think
The trillion-dollar question is: how will demand evolve over the next few years? As mentioned, the market for GLP-1s was $70bn last year. Several factors will determine the future market size. First, the GLP-1 market will become predominantly oral in the US in 2026 and in Europe in 2027. This means lower prices (up to 50%) and likely higher use. Second, more companies will launch their own weight loss drugs, which means more competition and price pressure.
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