Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Australia agribusiness May 2026: Conflict abroad, consequences at home
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 May 2026: Resilient prices weather macro volatility
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.
Exclusive Bank Bulletin: Triodos catches a break as DNB removes MREL requirement
Are diesel prices squeezing Brazil’s farm margins – and what does that mean for sugar prices?
Rabobank’s Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production.
The sprint: Data centers are building a parallel energy system in the US
Hyperscalers are moving from buying power to owning the power pipeline in the US.
Exclusive GBP - forfeit?
The gilts market has performed particularly poorly since the start of the Iran war. By contrast the pound has not.
Global Daily: Give Peace a Chance
It was TACO Tuesday again in the United States this week as President Trump announced that he was pausing Operation Freedom “for a short period”...
Exclusive EUR/USD - cautious about being cautious
The DXY index has traded a little higher in the past few sessions but remains in the bottom part of the range drawn since the start of the Iran war.
Global Daily: Deregulate to regulate
It also appears that the Trump Administration may have been deregulating to regulate.
The seasonal shift shaping New Zealand dairy and livestock markets
Emma Higgins and Jen Corkran unpack the seasonal shift now reshaping New Zealand dairy and livestock markets.
Global Daily: Pirates of the Arabian
“We landed on top of it. We took over the ship, the cargo, the oil. It’s a very profitable business… We’re like pirates.”
Exclusive CFTC FX positioning report: USD — You get a hold! And you get a hold..
USD net long positions have crept lower for the third week in a row.