Rabobank

Energy transition

Stay informed about the global energy transition with expert analysis on the latest innovations, investments, and legislation shaping the industry.

Energy Transition Newsletter

Stay up to date on the energy transition with this free RaboResearch newsletter. Subscribe to get the latest developments delivered to your inbox.

The refinery route: The shortcut to RED III compliance

Refineries are emerging as a practical source of early EU demand for renewable hydrogen and a common pathway to RED III compliance.

Research
20 October 2026
RaboResearch

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."

Podcast
19 October 2026
RaboResearch

The great electrification of EU industry: What will it take?

Despite strong policy support and mature technologies, EU industrial electrification remains slow. The missing ingredient is a viable investment case.

Research
1 October 2026

What the Nordics reveal about the future of Europe’s biomethane

The Nordic biomethane experience suggests that future winners will be those who can connect the multiple services biomethane offers to the sectors that need them most.

Research
22 September 2026
RaboResearch

One’s trash is another’s treasure: European circularity moves from ambition to regulation

The EU is moving from circular-economy ambition toward binding market rules.

Research
17 September 2026
RaboResearch

The great electrification: Natural gas is the bridge Europe can’t burn

As Europe electrifies, natural gas will remain a critical bridge fuel, supporting affordability, energy security, and competitiveness while renewable solutions scale.

Research
17 September 2026
RaboResearch

Will renewable hydrogen ever gain traction in the Netherlands?

Despite ambitious EU hydrogen targets, the actual Dutch obligation for renewable hydrogen uptake is much lower than many stakeholders may assume.

Research
10 September 2026
RaboResearch

The great electrification of the residential built environment

The residential sector is moving from fossil-fuel dependence toward electrification. The key challenge is managing demand flexibly within grid limits.

Research
9 September 2026

No frills: Where North American CCUS is getting built and what’s holding it back

North American CCUS projects are concentrating where infrastructure, storage, policy support, and local acceptance align.

Research
8 September 2026
RaboResearch

The great electrification: The power of molecules

Direct electrification will drive decarbonization, while PtX will support applications where molecules remain necessary and alternatives are limited.

Research
3 September 2026
RaboResearch

One's trash is another’s treasure: How circularity is reshaping waste management in the EU

As the EU seeks to strengthen competitiveness and reduce dependence on imported raw materials, circularity has become a central pillar of industrial strategy.

Research
1 September 2026
RaboResearch

The great electrification

The great electrification is reshaping the energy system of the EU at unprecedented speed.

In focus
28 August 2026
RaboResearch
Energy transition - Rabobank