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?
Exclusive Buying time
 Externally, the U.S.–Iran conflict has now reached the one‑month mark with no concrete progress, heightening global uncertainty and raising risks for inflation and fina
Exclusive A Pause, Not a Pivot, in EU ETS
No immediate EU ETS intervention despite the energy shock: Oil and gas prices have surged since the Iran war began, but the EU is not moving toward aggressive ETS reforms
How the EU maritime sector can decarbonize through biofuels, onshore power, and efficiency
A look at how FuelEU Maritime reshapes EU short sea shipping through biofuels, onshore power supply, and ship efficiency, amid long term biomass and grid challenges.
Global outlook: Energy shock slows economic growth around the globe
War in the Middle East has upended global energy markets. This affects the entire global economy.
Exclusive Banxico Post-Decision Report: Close call
Banxico announced its decision to cut the overnight policy rate 25bp to 6.75% at the most recent meeting.
The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.
The great electrification: Insights, gaps, and investment implications through scenario analysis
A comparative scenario review revealing electrification as a structural trend in the EU energy system, with all pathways showing rapid acceleration beyond 2030.
More persistent inflation
As the war with Iran continues and critical energy infrastructure in the Gulf region has been damaged, we have updated our macroeconomic forecasts for the US.
Exclusive Wind and solar energy growth in Australia’s farming regions
This report outlines the main opportunities, risks, and key considerations for Australian farms considering working with wind and solar projects.
Exclusive Banxico Preview: More inflationary risks
We expect Banxico to hold the overnight policy rate at 7.00% at the March 26 decision.
New Zealand Economic Update: March 2026
The Iran war is now in its fourth week and the critical Strait of Hormuz remains mostly closed to shipping...
Exclusive Energy at the Edge
We are raising our crude oil and natural gas price forecast after a deterioration to the prospect of any swift resumption of energy flows through the Strait of Hormuz.