Europe
Follow key economic developments from Europe and the eurozone, with local expertise on national economies, politics, food and agribusiness, the energy transition, sustainability, and more.
Global Daily: Hey chat, fix my finances
European equity indices fell sharply yesterday, pacing gains in sovereign yields for France, Italy and Greece...
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.
Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence
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.
Global Daily: All The News That is Not Fit to Price
Political and geopolitical developments again stole the headlines over the weekend, with attendant market implications...
Eurozone inflation is re-energized
Higher energy prices drive Eurozone inflation higher. The immediate rebound is energy-driven, but higher energy and distribution costs also feed into core inflation.
Bank of England: No hold in November?
The Bank of England held rates unchanged, but might hike in November. It also set out an eight-year gilt unwind plan explicitly designed to alleviate long-end pressures.
France: Le Pen would bring fiscal uncertainty and friction with EU
Polls indicate that Le Pen could win the race for the French presidency. Subsequent parliamentary elections could extend uncertainty through spring.
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.
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.
Housing Market Quarterly: Market cools down due to increased supply – prices rise slightly
The Dutch housing market appears remarkably robust. Despite geopolitical uncertainty, higher interest rates and economic uncertainty, home sales remain high.
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.
