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.
Exclusive Shifting tides: How supply constraints in wild seafood are reshaping Dutch consumption
Declining consumption, shifting preferences, and rising aquaculture (especially salmon) reshape the Dutch seafood market toward convenience and retail-friendly formats.
Bank of England: No hikes?
Following the sharp decline in energy prices, we have removed our call for a rate hike.
Exclusive What if Ukraine joins the EU? An exploration of the impact on European food and agriculture
Ukraine’s accession will integrate a vast agricultural sector into the EU, creating both opportunities and risks for European food and agriculture.
Exclusive European crop farming outlook 2026
What's happening to EU farmers’ margins in 2026? Are commodity prices keeping up with farm input costs?
“Best athlete” versus national alignment: The strategy upending US alcohol distribution
In the US alcohol industry, distributor strategy matters – but no wholesaler can sell a brand better than the brand owner itself.
Dutch housing market quarterly: End of the price rally – housing market cools down
The Dutch housing market is visibly cooling down. We do not expect house prices to rise further this year, although the annual growth figure will still be 2.8%.
Bank of England: Hesitation
We expect the Bank of England’s MPC to keep the policy rate unchanged at 3.75%, pushing back our previous expectation of a rate increase at this meeting.
The ECB hiked rates by 25bp. What's next?
The ECB raised the deposit facility rate by 25bp to 2.25%.
Higher food prices in Europe are only a matter of time
Higher energy costs are feeding into the food chain, pointing to renewed food inflation in Europe, with the main impact expected in 2027.
Exclusive EU ETS Pre-Reform Pause
Trading activity in the EU ETS has stalled, with markets in wait‑and‑see mode ahead of the upcoming policy review while increasingly pricing in signals of looser supply.
Exclusive Global Dairy Quarterly Q2 | A sensitive margin balance emerges, with all eyes on input cost pressures
Milk production growth is slowing as markets rebalance, amid rising input cost risks and persistent price volatility across key dairy products.
From HBEs to EREs in the Netherlands – New income opportunities for smaller businesses and households in electric mobility
With the move from HBEs to EREs, new ways to earn from electric mobility emerge in the Netherlands, although returns remain uncertain.
