Sustainability
Sustainability is a key issue for Rabobank, our clients, and society. RaboResearch investigates the relationship between the economy and the environment. What are the impacts of new regulations and legislation? What developments are taking place in the circular economy and the energy transition?
Global Daily: The Kobayashi Maru Scenario
Yesterday's Global Daily, 'The Wrath of Kharg', couldn't help but get me thinking about the infamous Kobayashi Maru scenario in Star Trek II: The Wrath of Khan.
Exclusive Bank of Canada Preview: Rising anxiety
We expect the Bank of Canada to maintain the overnight policy rate at 2.25% at the March 18 decision.
Global Daily: The Wrath of Kharg
Brent crude is bid again this morning as markets digest the dump of news over the weekend relating to the Iran war...
Global Daily: Mine, Yours
Major US, European and Asian equity indices all closed in the red yesterday as Brent crude prices again breached the $100/bbl level...
The ECB plays Forbidden Words
We expect the ECB to leave the deposit rate unchanged at 2.00%. Beyond March, the outlook is very binary, and tied to developments in the Middle East.
Conflict in the Middle East: Impact on global food and agribusiness
Disruptions in the Middle East are driving volatility in energy, inputs, and trade, with far reaching consequences for global food systems.
Exclusive Middle East conflict: The impact on Australia's agriculture and economy
Disruption to Middle East shipping routes is pushing up fuel and fertiliser prices, creating new headwinds for Australian agriculture and inflation.
Exclusive Unwrapped: Plastic packaging matters | March 2026
Geopolitical tensions, evolving regulation, and weakening recycling economics are colliding to reshape plastic packaging supply chains, costs, and compliance worldwide.
Data center growth in Europe expands to emerging markets
Structural constraints in electricity systems and supporting infrastructure will increasingly shape data center growth in Europe.
Exclusive Iran and the Strait of Hormuz 2.0
The disruption in the Strait of Hormuz has triggered a cascading impact across global energy systems, tightening oil markets and constraining gas supply.
Global Daily: Oil vey Hormuz mir!
Oil swung yesterday on a tweet from the US Energy Secretary saying the US Navy had escorted an oil tanker through Hormuz: that was deleted, as was the proposed action.
Exclusive How the crisis in the Middle East could impact the local and global poultry industry
The Iran war has disrupted poultry supply chains, trade flows, and input availability in the Middle East, pressuring the local industry and global exporters.