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?
Supply chain constraints are curbing US data center development
Physical and geopolitical systems are hindering data center growth. Power, water, critical materials, and skilled labor are turning into binding constraints.
Exclusive Oil markets under pressure
In this special we developed a partial global oil supply chain model to assess bottleneck risks and analyse how markets adjust under disruption scenarios.
Remaking the world economy: America Perestroika and global trade
Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they unpack the rapid changes that are underway in the global economic system
Global Daily: Massive Life Support
“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...
Exclusive Australian beef seasonal outlook 2026: Strong markets holding but don’t rush the gate
Australia’s cattle sector hits record output, while strong export demand supports prices – although seasonal shifts and inflation pose key risks.
The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.
Up and down we go
Oil markets are experiencing extreme volatility, reacting to every new – often conflicting – signal from the White House on the war’s outcome.
Banxico cut its policy rate 25bp to 6.50% at the May 7 meeting
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.
Global Daily: The Little Red Hen
Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...
Australia agribusiness May 2026: Conflict abroad, consequences at home
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
The sprint: Data centers are building a parallel energy system in the US
Hyperscalers are moving from buying power to owning the power pipeline in the US.