Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Australia agribusiness April 2026: Fuel and fertiliser pressures
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
New Zealand agribusiness April 2026: A watch on fuel, fertiliser, and freight
Here are the main highlights for some of New Zealand’s key commodities this month. The full report covers the developments to watch in the upcoming weeks.
Exclusive Fueling the future: How the new biofuel demand wave could reshape Australia’s canola sector
Shifting global regulations and rising Asia‑Pacific demand are redefining vegetable‑oil markets for the decade ahead.
Consumer Foods-to-Go Wrap! – Wrapping up March 2026
In this episode of Consumer Foods-to-Go Wrap, we look at a whole buffet of topics. We examine how recent geopolitical tensions in Iran are influencing global consumer
Exclusive Covered Bond Comment: One day at a time
This week has seen a number of covered bond issuers step into primary on the back of significant market optimism, rightly or wrongly so, on some sort of resolution.
Global Daily: April Fools and the Last Supper
Wednesday saw the unusual occurrence of three Anglosphere heads of government delivering televised addresses to their respective nations within 24 hours of each other...
Exclusive NOK - well posotioned?
Higher energy prices clearly improve the terms of trade for exporters of oil and gas. Among them is Norway.
Monthly Outlook: War and Peace
For now, we stick to our scenario of the Iran war being over in 2-3 weeks on largely US terms, then a slow return to normal for energy… but not for geopolitics.
Exclusive Brazilian G&O monthly update – March 2026
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, exports, and crush margins for corn and soybeans, as well as regional weather developments.
The Iran conflict and Australian agribusiness: Where things stand after four weeks
Australia’s farm sector is feeling the ripple effects of the escalating Middle East conflict. In this episode, Stefan Vogel leads a discussion with the team on...
Global Daily: Gospel
Markets have returned to taking headlines as gospel.
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