Research

Losing one's innocence

5 March 2026 11:05 RaboResearch

Intensifying conflict in the Gulf is reshaping global market dynamics, revealing how fragile modern supply chains and geopolitical assumptions have become. At the same time, Europe is accelerating its push for strategic autonomy—militarily, economically, and industrially—as old certainties fall away.

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Marketing communication / Non-Independent Research. This publication is issued by Coöperatieve Rabobank U.A., registered in Amsterdam, and/or any one or more of its affiliates and related bodies corporate (jointly and individually: “Rabobank”). Coöperatieve Rabobank U.A. is authorised and regulated by De Nederlandsche Bank and the Netherlands Authority for the Financial Markets. Read more