Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Northern Hemisphere grains & oilseeds update, July 2026
In this week’s episode, Steve Nicholson, Head of North American Crops with RaboResearch, discusses Northern Hemisphere crop conditions, grain and oilseed markets,
Global Daily: To govern is to choose
Today, Andy Burnham will formally be confirmed as Labour leader. Barring any last-minute surprises, he will become prime minister on Monday.
Dutch nitrogen plans bring stricter targets, zoning, and a smaller herd
The government's plans propose company-specific emissions ceilings, additional requirements in zones, and a ceiling to livestock density.
Exclusive Global aquaculture update 2H 2026: Converging global pressures drive uncertain outlook
Macroeconomic headwinds weigh on consumption, while environmental risks and shifting trade dynamics could continue to reshape supply and pricing.
Exclusive Resilience will shape the next chapter of Europe's coffee market
In Europe’s coffee market, resilience is a basic condition for participation as volatility and cost pressures become more persistent.
Global fertiliser markets: from geopolitical volatility to raw material constraints
In this episode, RaboResearch analysts VÃtor Pistóia and Angus Gidley-Baird discuss the latest developments in global fertiliser markets, exploring why nitrogen prices
Battery Energy Storage Systems in Europe
Battery energy storage systems (BESS) are expected to play an instrumental role in integrating the increasing share of intermittent renewable energy sources.
Backup power for Europe - part 8: Ranking BESS market attractivity in the Nordics
Nordic BESS attractiveness is rising, with Finland and Sweden offering the strongest opportunities, Denmark facing grid constraints and Norway lagging.
Exclusive Bank of Canada Post-Decision Report: Overly optimistic
The Bank of Canada released its decision to hold the overnight policy rate at 2.25% at the July 15 meeting.
Exclusive Commodity snapshot - Oil be back
Our commodity snapshot report covering G&O, Sugar & Coffee.
Exclusive GBP - honeymoon?
On a 3-month view the pound is the second best performing G10 currency after the USD.
Exclusive From crisis to competitiveness: The re-rating of Chilean salmon
The outlook for Chile's salmon industry appears constructive, with more stable growth through better biology, diversification, and regulation. Yet real risks remain.