Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
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.
Global geopolitical outlook with RaboResearch Global Strategist Michael Every
Geopolitics has impacted markets and trade relationships significantly in 2025, and the expectations for 2026 is that there is more to come that will impact New Zealand,
Global Daily: The tone for 2026 has been set
You will undoubtedly have seen the headlines. This weekend, President Trump launched a military operation in Venezuela.
Exclusive Impending Supply Uplift
European gas prices hit multi-year lows in December as confidence builds, while new LNG supply threatens to tip global markets into surplus.
Monthly Outlook: Buckle up for 2026
If you think 2025 has been a wild ride, so 2026 ‘will be calmer’ as things revert to the mean, then you haven’t understood this year.
Exclusive Global aquaculture outlook 2026
Aquaculture growth is set to ease in 2026 as demand softens, inflation persists, and feed cost volatility limits relief for producers.
The energy transition in Europe, Part 2: How EU policy has responded to Draghi’s call to action
The EU’s policy push answers Draghi’s call, but real progress on energy independence and competitiveness demands faster action and record investment.
The energy transition in Europe, Part 1: More constraints than certainties
EU industry faces rising energy costs and supply risks. Grid upgrades and renewables are key to restoring competitiveness and resilience, but challenges lie ahead.
Open Sesame
Today, the House of Representatives is expected to vote on a spending package that should end the federal government shutdown that started on October 1.
Global Daily: Master of the House
Markets last week were understandably in risk-on mode in reaction to the sit-down meeting between Presidents Trump and Xi on the sidelines of the APEC conference...
Exclusive US tariffs' impact on European folding carton industry calls for strategic action
US tariffs, FX shifts, and rising global competition are reshaping Europe’s folding carton industry. This report explores strategic responses to mounting pressure.
Exclusive Global pork quarterly Q4 2025: Industry takes a cautious approach to growth, with renewed focus on productivity
We expect global sow herd numbers to decline in 2026 as trade and health issues remain challenging. Producers are shifting the focus to productivity and herd health.