Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive Commitment of Agri Commodity Traders - 06 March 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Exclusive Canada Update: Snowflake
CAD avoids the high-volatility, high-risk profile that deters investors in a risk‑off environment, making it comparatively more attractive among commodity currencies.
Exclusive Mexico Update: Energized
MXN’s asymmetric beta to risk persists: in a high‑rate world it remains relatively resilient during risk‑off, supporting continued demand for Mexican assets...
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
Exclusive EUR/USD - further to go?
There is widespread agreement that the magnitude of the impact from the Middle East conflict will depend on the length of time that the Strait of Hormuz is closed.
Exclusive Financials Comment: NIBC FY25 - Profitability pressured by Fiber book
NIBC’s FY25 results paint a relatively muddy picture given significant non-recurring effects due to their near-full scale down of non-core activities.
Global Daily: "Khamenei dood. Wat nou?"
Five trading days into the war, the thing markets keep tripping over is the sheer uncertainty around how long the US-Iran war will drag on.
The impact of the Middle-East conflict on the European economy
In this special we look at the potential impact of the conflict in the Gulf region on European growth and inflation.
Another supply shock for the Fed
A second supply shock – from higher oil prices – is expected to hit the US economy.
Exclusive EUR/GBP - secondary impacts
Measured from the end of last week, the pound is the fourth best performing G10 currency, outperforming the EUR which is languishing towards the bottom of the table.
Implications of the Iranian conflict for the Australian economy and agriculture sector
We discuss the recent conflict involving Iran and the wider Persian Gulf and explore how it could affect agricultural supply chains and costs in Australia.
Losing one's innocence
A degree of calm seemed to return to energy and financial markets yesterday, but drawing any firm conclusions would be premature.