Publications

Research, briefings and field notes.

A selection of recent analyses, methodology papers and market briefings produced by the Plutus IQ team.

Energy Aquaculture Q2 2026

Oil Prices and Aquaculture: A Second-Order Shock with First-Order Consequences

Energy regimes do not arrive at the farm gate as fuel — they arrive as feed, freight, fertilizer, and finally as price. We map the transmission, and identify the producers, regions and strategies that survive a structurally higher oil curve.

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Aquaculture Q1 2026

Salmon Production Outlook 2026

Modeled production curves for the four major salmon-producing regions, with stress tests against feed-cost shocks and disease events.

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Agriculture Q4 2025

Coffee at Record Highs: Climate, Currency, Concentration

A decomposition of the 2024–2025 coffee price rally — what's structural, what's transient, and what producers and roasters should plan for.

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Agriculture Q3 2025

ENSO Cycles and South American Grain Risk

Mapping La Niña / El Niño transitions to historical yield shocks in soy, corn and wheat across Argentina, Brazil and Paraguay — with forward scenario probabilities.

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Energy Q3 2025

LNG in Latin America: Demand Inflection

Regional LNG demand modeling against power-generation mix shifts, with a calibrated view on Brazilian, Argentine and Mexican import trajectories through 2030.

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Methodology Q2 2025

Aquaculture Yield Forecasting Framework

A working-paper specification of the Plutus IQ production model for finfish — biological cycles, harvest-window dynamics, and calibration against industry data.

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Methodology Q1 2025

From Models to Decisions: A Brief Methodology

How Plutus IQ converts calibrated model outputs into structured executive briefs — covering scenario selection, confidence ranges, and decision boundaries.

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