Regions

The ECB has no reason to accelerate its hiking cycle

Inflation continues to be the ECB’s main concern, but it doesn’t urgently require another hike. We expect the ECB to leave the policy rate at 2.50% next week.

United Kingdom: Future Nostalgia

The UK wanted autonomy but geopolitical reality is pulling it back towards Europe.

The refinery route: The shortcut to RED III compliance

Refineries are emerging as a practical source of early EU demand for renewable hydrogen and a common pathway to RED III compliance.

The great electrification: Europe’s race for energy independence

In this episode, hosts Susan Hansen and Amit Mathrani are joined by RaboResearch experts Pablo Ruiz and Coen Hutters to explore “the great electrification."

Global Daily: Democracy Manifest

US stocks defied a strong lead from Europe and Asia on Friday to close broadly in the red...

When Trade Meets Economic Security

EU-China trade relationship under pressure

New Zealand’s protein moment: Making every bite count

What do strong red meat prices, smaller appetites, pasture, and cottage cheese have in common? They’re all part of a changing global protein story.

Exclusive From market access to systems access: New Zealand agribusiness in the age of economic statecraft

New Zealand agribusiness can no longer assume that market access alone guarantees successful exports.

Australian 2026/27 winter crop forecast: A smaller but historically large crop amid firmer grain prices and higher input costs

In this episode, RaboResearch analysts Oskar Mitchell and Vítor Pistóia unpack the forecast for a large Australian winter crop in excess of 60 million tonnes and explore

Exclusive Productivity the key to Australian sheep industry growth

Australia's sheep industry can achieve long-term growth despite declining sheep numbers if productivity improvements continue to increase output per animal.

Exclusive Australian 2026/27 winter crop forecast: Production and grain prices

Total production is forecast to fall 7.9% YOY, as east coast losses and lower wheat output outweigh stronger crops in South Australia and Victoria.

New Zealand and Australia interest rates: The lay of the land

Australia and New Zealand are at different points in the economic cycle. What does that mean for rates and their currencies?

Global Daily: Thumos-maxxing

US sovereign yields steadied yesterday as a 10-year bond auction saw strong investor demand...

From Hormuz to El Niño: Global disruption, not wheat shortages, is driving Australian wheat prices

Markets are pricing in disruption rather than a wheat shortage, with implications for Australian wheat prices, costs and farm margins.

Exclusive New Zealand's protein moment

New Zealand has a temporary opportunity from tight global protein supply. Long-term value will come from proving why its protein is worth more, not producing more.

Australia agribusiness monthly October 2026: Navigating risks and seizing opportunities

Here are the main highlights for some of Australia’s key commodities and economic influences this month.

New Zealand agribusiness monthly October 2026: Longer days and new season dynamics

Here are the main highlights for some of New Zealand’s key commodities this month. The full report covers the developments to watch in the upcoming weeks.

The business case for nitrification inhibitors

Fertiliser is one of the largest variable input costs in Australian cropping, yet a significant proportion of applied nitrogen can be lost before crops can use it.

The great electrification: Europe’s race for energy independence

In this episode, hosts Susan Hansen and Amit Mathrani are joined by RaboResearch experts Pablo Ruiz and Coen Hutters to explore “the great electrification."

Global Daily: Democracy Manifest

US stocks defied a strong lead from Europe and Asia on Friday to close broadly in the red...

Everyone’s favorite antagonist, featuring Dave Infante

In this episode, we step back to discuss the trade coverage ecosystem and the tension between corporate talking points and uncomfortable truths.

Midterms and Markets

The midterm elections could mean a shift from unified Republican government to divided government.

October WASDE – The corn ultimatum

In the latest episode of the Agri Commodities podcast, Carlos Mera, Head of Agri Commodities Markets Research, and Charles Hart, Senior Commodity Analyst,

Higher Ground

Looking ahead, we expect the 10 year US treasury yield to move sideways through the remainder of 2026. We see some downward potential in 2027.

Brazilian coffee monthly update: September 2026

Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.

Brazilian G&O monthly update – October 2026

Read our latest report on Brazilian G&O, detailing farmgate prices, amounts sold, and exports for corn and soybeans, as well as regional weather developments.

Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence

Carbon credits as a catalyst for regenerative agriculture in Brazil

Brazil could become a leading soil carbon credit market, but scaling regenerative agriculture will require investment, producer adoption, and regulatory certainty.

Playing with the big boys: The Brazilian beef industry

With trade disruptions causing major shifts in global beef trade, understanding how the world's biggest exporter is managing becomes important.

Can Brazil’s agricultural exports surf the coming geopolitical waves?

Brazil has become an export powerhouse for agricultural commodities over the last 20 years but must now deal with concentrated destinations and geopolitical tensions.

China’s coffee brands go regional, Part I: From domestic growth to regional expansion in Southeast Asia

Chinese coffee companies excel in value, innovation, and digital convenience in the home market. Southeast Asia offers growth potential, but local adaptation will be key.

When Trade Meets Economic Security

EU-China trade relationship under pressure

Chinese F&A companies play strategic Go game to capture dividends in the global food economy

How can Chinese food and agribusiness companies leverage their strengths to capture three future dividends: food security, the global middle class, and supply chains?

China's food industry: From capturing past dividends to creating future value

Chinese food and agribusiness companies are well placed to benefit from new to be found in food security, the new global middle class, and in supply chains.

Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence

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.

Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence

Exclusive Global beef quarterly Q3 2026

Global beef production is forecast to fall 2% year-over-year, further tightening supplies and supporting market fundamentals.

Exclusive Global avocado update 2026: Structural supply growth and climate-driven variability reshape global avocado markets

The global avocado market continues to grow, but rising structural supply, climate-driven variability, and geopolitical turmoil bring increasing volatility.

Exclusive Longer Stalemate, Higher Prices

As long as the Strait of Hormuz remains closed, energy inventories will draw and force prices higher over time.

The great electrification: Nuclear energy in the changing power system

With aging reactors, high costs, and slow build times, Europe's nuclear output will depend on lifetime extensions rather than new capacity.

Exclusive Another Ceasefire

Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.