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.
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.
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.
Exclusive Global Dairy Quarterly Q3 2026 | A market in transition
Slowing milk growth, tighter producer margins and weather risks are creating a more constructive outlook for milk powders and dairy proteins into 2027.
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.
Exclusive Table grape update 2026: Global trade continues to reshape the industry
Global table grape exports are set to reach a new record in 2025/26, supported by emerging suppliers and resilient demand across key destination markets.
Exclusive No off switch yet
What could keep European power prices high into 2027? Surging gas costs and supply risks are overpowering wind’s brief relief and driving sharp market swings.
Climate change and market dynamics increase opportunities for tropical fruit production in Europe
Europe is unlikely to replace tropical fruit imports, but some regions could build local supply of premium avocados and mangoes as the climate changes.
Reacceleration of inflation cements the case for another ECB hike
A reacceleration of inflation cements the case for another rate hike. But price pressures are limited to energy-related items, and the growth outlook is highly uncertain.
