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.
European drone investments: Mapping the value chain
This report assesses the economic impact of boosting EU drone production, tracing value added across supply chains and highlighting gains, leakages, and dependencies.
Factors shaping the future of EU milk supply
EU milk supply is projected to fall over the medium term. Michael Harvey chats with Tom Booijink to discuss the drivers and impact of the expected contraction.
Global Daily: Greenland is very nice...
If Mighty Ducks 2 taught me anything it’s that “Greenland is covered with ice, and Iceland is very nice.”
Exclusive Balance sheet normalisation: what is the ECB's new normal?
Balance sheet normalisation may take another year. The ECB wants refinancing operations to play a bigger role, at the cost of structural bond holdings.
Monthly Outlook: Wear an extra vest
“Buckle up” was our main message last month. Events since early December have only reinforced that view. A cold Arctic wind may require an extra vest this year, too.
Energy transition and feedstock demands in Europe with RaboResearch Global Energy Transition Strategist Susan Hansen
Europe’s energy sector is transitioning, and demand for different types of alternative fuels is changing. These shifts impact Australia's canola exports for Europe’s ...
Global Daily: Burning the Bridgeheads
2-year Treasury yields closed 4.4bps higher at 3.53% on Friday after December non-farm payrolls showed the unemployment rate falling to 4.4% and wage growth accelerating.
Exclusive Taking East African floriculture to the next level
Kenya’s floriculture sector is growing fast, tackling risks and sustainability through diversification, digitalization, and global collaboration.
Exclusive Global poultry quarterly Q1 2026: Another bullish year for poultry, but with more market volatility
The outlook for the global poultry industry remains strong for 2026, with another year of robust growth of around 2.5%. Operational excellence should be a major focus.
Exclusive Beyond the bean: Big chocolate explores cocoa-free pathways
Cocoa prices have eased, but risks remain. Big chocolate turns to cocoa-free innovation – fermentation, upcycling, and lab-grown cocoa – for resilience.
ECB post-meeting comment: Not static, not dynamic
The ECB kept its policy rates on hold for a fourth straight meeting.
Bank of England: 5-4; 4-5; or 4-4-1?
The Bank of England cut Bank Rate by 25bp to 3.75%, as expected. The 5-4 vote split was also in line with expectations.
