Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive Bank Earnings Calendar 3Q26
With Nordea Bank having kicked off earnings season last week and BAWAG having reported this morning, 3Q26 reporting is set to accelerate in the coming two weeks.
Exclusive From market access to systems access: New Zealand agribusiness in the age of economic statecraft
New Zealand agribusiness can no longer assume that market access alone guarantees successful exports.
The great electrification: Europe’s race for energy independence
In this episode, hosts Susan Hansen and Amit Mathrani are joined by RaboResearch experts Pablo Ruiz and Coen Hutters to explore “the great electrification."
Exclusive Field crop margin outlook 2027: Global crop margin recovery to remain delayed and uneven
Higher costs, weather risks, and ample supplies point to a mixed margin outlook across crops and regions in 2027.
Exclusive Credit Compass: From Washington to Westminster
Artificial Intelligence is apparently both a threat and a saviour, depending on which part of the trading day or week you ask.
Brazilian coffee monthly update: September 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Exclusive Commitment of Agri Commodity Traders - 18 October 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Global Daily: Democracy Manifest
US stocks defied a strong lead from Europe and Asia on Friday to close broadly in the red...
Brazilian G&O monthly update – October 2026
Read our latest report on Brazilian G&O, detailing farmgate prices, amounts sold, and exports for corn and soybeans, as well as regional weather developments.
Australian 2026/27 winter crop forecast: A smaller but historically large crop amid firmer grain prices and higher input costs
In this episode, RaboResearch analysts Oskar Mitchell and Vítor Pistóia unpack the forecast for a large Australian winter crop in excess of 60 million tonnes and explore
Global Daily: A bumpy ride
With so much of economic growth currently riding on the AI boom, wobbles in the sector were the main reason for a fall in Treasury yields.
Exclusive ABS Comment: ABS primary presses on
Higher oil prices, rising rates, a hawkish ECB, sovereign concerns centred on France in addition to persistent heavy supply contributed to wider credit spreads recently.