Resilience

No sugarcoating it: Mounting imports and softening demand put pressure on the US sugar market

Between mounting high-tier tariffs and softening demand, the US sugar market is in a tight spot.

Research
9 July 2026
RaboResearch

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.

Update
29 June 2026
RaboResearch

Cheap until it wasn’t: How abundant resin masked a fragile supply chain

Structural oversupply created dependency on low-cost, globally concentrated supply, which left the system fragile and exposed when a geopolitical shock (Hormuz) occurred.

Research
24 June 2026
RaboResearch

Exclusive What if Ukraine joins the EU? An exploration of the impact on European food and agriculture

Ukraine’s accession will integrate a vast agricultural sector into the EU, creating both opportunities and risks for European food and agriculture.

Research
17 June 2026
RaboResearch

“Best athlete” versus national alignment: The strategy upending US alcohol distribution

In the US alcohol industry, distributor strategy matters – but no wholesaler can sell a brand better than the brand owner itself.

Research
15 June 2026
RaboResearch

Economic Quarterly The Netherlands June 2026: Middle East crisis causes economic pain, but no recession

The ongoing crisis in the Middle East continues to dominate the economic outlook, causing disruptions to energy markets and supply chains worldwide.

Research
5 June 2026
RaboResearch
Resilience - Rabobank