Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive Brazil agribusiness quarterly Q1 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.
Exclusive Bank Bulletin: Benelux Banks FY25 Earnings
2025 is likely to be somewhat of a turning point for Benelux banks. The normalisation theme in profitability continued last year but the outlook is more encouraging.
Global Daily: Ceasefire
Washington and Tehran struck a last-minute, two-week ceasefire – provided that the Strait of Hormuz is fully reopened. Markets are trading this as a TACO Tuesday.
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Exclusive Commitment of Agri Commodity Traders - 7 April 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
How much can sugar markets benefit from high oil prices?
Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, as he chats with Andy Duff, RaboResearch’s Global Sugar Strategist based in Brazil,...
Global Daily: Bridge Day
As traders return from the Easter break markets are again counting down to an ultimatum deadline set by President Trump...
Exclusive CFTC FX positioning report: EUR — Flow
EUR net long positions have fallen for the seventh consecutive week to the lowest level since March 2025.
Exclusive Food price inflation to hit European wallets by Christmas
Food price inflation will rise in Europe due to higher energy costs, triggering consumer reaction and possibly declines in retail sales volumes and foodservice traffic.
Exclusive From trade disputes to packaging laws – the trends shaping the US strawberry industry in 2026
The US strawberry market benefits from strong supply and steady demand, but trade uncertainty, packaging regulation, and seasonal influences could shape dynamics in 2026.
Australia agribusiness April 2026: Fuel and fertiliser pressures
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
New Zealand agribusiness April 2026: A watch on fuel, fertiliser, and freight
Here are the main highlights for some of New Zealand’s key commodities this month. The full report covers the developments to watch in the upcoming weeks.