Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive NOK - reassessing?
Norwegian price pressures were also more moderate than expected last month with the headline rate at 2.7% coming in below both the median expectation of 3.1%.
Global Daily: It's the 70s! It's the 80s! It's the 90s!
With Brent oil over $90 this morning (now $89) and crack spreads near $70, so diesel is around $160 in effective terms, energy markets are far from comfortable.
Exclusive CFTC FX speculators' positioning: CAD - Not much too love
CAD net shorts have risen for ten straight weeks, to the highest since January 2025.
Exclusive Volatility packs no bags
Risk assets were given little opportunity to settle into a comfortable summer rhythm last week.
Implications of the potential EU ban on Brazilian meat and poultry
A potential EU ban on Brazilian meat would tighten supply, lift EU prices, and pressure Brazil to redirect exports elsewhere.
Exclusive GBP - unashamedly judgemental
GBP investors appear willing to greet political change in the UK with hope and optimism - for now.
Brazilian G&O monthly update – July 2026
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, and exports for corn and soybeans, as well as regional weather developments.
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.