
Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe

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.
Australia and New Zealand

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 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.

The RBA cash rate outlook: Mountains left to climb
Join RaboResearch General Manager Stefan Vogel as he speaks with Senior Market Strategist Ben Picton to unpack the latest data on the Australian economy.

Russian and Ukrainian grain export disruptions and the impact on grain prices
General Manager RaboResearch Australia/New Zealand Stefan Vogel and Senior Analyst Jen Corkran unpack the price drivers behind higher grain prices, as well as the potential for further rises and what could cause prices to retreat again.

Australia agribusiness monthly September 2026: The price gains of sugar, cotton, and grains
Here are the main highlights for some of Australia’s key commodities and economic influences this month.

New Zealand agribusiness monthly September 2026: A spring in the step for spring
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.

Exclusive Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand
Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.

Global Daily: The Natural Equilibrium
G20 finance ministers, central bank governors and a handful of high-profile CEOs gathered in Asheville, North Carolina, yesterday...

Mountains to Climb: The Road Ahead for the RBA Cash Rate
This report examines the outlook for the RBA cash rate given recent inflation data and the ongoing crisis in the Strait of Hormuz.

Exclusive Global beef quarterly Q3 2026
Global beef production is forecast to fall 2% year-over-year, further tightening supplies and supporting market fundamentals.

Is Australia’s cheese-centric dairy model running out of milk protein?
In this episode, Stefan Vogel sits with Michael Harvey to discuss how milk protein scarcity is reshaping Australia's dairy industry and challenging the long-term economics of its cheese-centric model.

Exclusive Global Dairy Top 20: M&A and specialization reshape the rankings
Consolidation is accelerating across the dairy sector, with major mergers, acquisitions, and portfolio changes reshaping the ranks of the industry’s biggest players.
North America

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.

No frills: Where North American CCUS is getting built and what’s holding it back
North American CCUS projects are concentrating where infrastructure, storage, policy support, and local acceptance align.

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.

North American agribusiness quarterly review, August 2026: Plenty of supply, little room for error
In this week’s episode, Eric Gibson and Al Griffin discuss the latest findings from the RaboResearch North American agribusiness quarterly.

Exclusive Seven so far, seven more to come?
The Bank of Canada today held its target for the overnight rate at 2.25%, with the Bank Rate at 2.50% and the deposit rate at 2.20% as was widely expected.

Exclusive Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand
Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.
South America

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 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 Brazil Agribusiness Quarterly Q3 2026
This quarterly presents the key trends and themes for Brazil's most important agribusiness exports during Q3 2026.

Exclusive Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand
Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.

Brazilian coffee monthly update: July 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.

Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
Asia

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 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 Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand
Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.

Global Daily: The Natural Equilibrium
G20 finance ministers, central bank governors and a handful of high-profile CEOs gathered in Asheville, North Carolina, yesterday...

Exclusive Running on Fumes

Exclusive Global beef quarterly Q3 2026
Global beef production is forecast to fall 2% year-over-year, further tightening supplies and supporting market fundamentals.
Africa

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 Global poultry quarterly Q3 2026: Strong growth continues, but tighter discipline is critical as oversupply pressures build
Global poultry market growth continues, but rising oversupply, trade shifts, and cost pressures will demand tighter market discipline.

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.
