Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
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.
Global Daily: Massive Life Support
“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...
Exclusive The coming of age of online grocery in Europe
Europe’s online grocery market is settling into a phase of slower growth, where scale, cost control, and platform partnerships will increasingly determine success.
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.
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.
Australia and New Zealand
Aussie budget roundup and economic outlook
Ben Picton examines changes in the Australian federal budget affecting the agriculture space and compares Treasury’s forecasts to those from the RBA.
Exclusive Australian 2026/27 winter crop forecast: Area and grain prices
Australia’s 2026/27 season is increasingly weather-driven, with east coast dryness, shifting crop mix, and tighter global balances shaping price risks.
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.
Exclusive Harvesting the future: How far can Australia scale canola crushing?
Australia’s canola supply can expand, but seasonal variability and an export‑led system limit reliability unless domestic crushing capacity grows.
Global Daily: Massive Life Support
“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...
Australian farmland price outlook 2026
RaboResearch analysts Paul Joules and Vítor Pistóia discuss Australian farmland values in 2025 and explore the forces that could influence land prices going forward.
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.
Australia's food price problem
In this episode, Michael Harvey and Paul Joules focus on where food inflation actually stands today, how it differs across categories, and what matters most looking ahead
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.
New Zealand agribusiness May 2026: Resilient prices weather macro volatility
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.
Are diesel prices squeezing Brazil’s farm margins – and what does that mean for sugar prices?
Rabobank’s Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production.
North America
Energy shock waves: US food inflation risk in 2026-2027
Energy-driven cost pressure is building across the US food system, setting up higher inflation and margin strain into 2027 as consumers grow more price sensitive.
Regime change at the Fed
Kevin Warsh is expected to be sworn in as the new Fed Chair today, relieving Jerome Powell from his duty as Chair pro tempore.
Exclusive North American Agribusiness Quarterly Q2 2026
An outlook for dairy, cattle, wheat, and other key commodities for the North American market, along with the developments to watch in the coming months.
Exclusive CAD Market Musings: Boom and bust
CAD is among the worst performing G10 currencies month-to-date, down around 0.5% against USD and currently on its eighth consecutive day of declines.
Is beer back? Maybe
This week, we review the pleasantly robust results from global beer companies during the first quarter of 2026. More importantly, we bid adieu to a dear friend and longtime contributor, Francois Sonneville.
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.
South America
Exclusive Brazilian G&O monthly update – May 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.
Exclusive A new cycle for the Brazilian soybean seed market
The soybean seed market in Brazil is expected to continue developing in the coming years, but this growth will not be linear or smooth.
Exclusive Global fresh sweet cherry update 2026: Production adapts as the global cherry market enters a transition phase
China’s more price sensitive market and Chile’s shift to slower growth highlight a global cherry sector entering a broader adjustment phase.
Exclusive Brazilian coffee monthly update: April 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Are diesel prices squeezing Brazil’s farm margins – and what does that mean for sugar prices?
Rabobank’s Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production.
Monthly Outlook: Waiting
As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications.
Asia
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.
Global Daily: Massive Life Support
“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...
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...
Global Daily: Give Peace a Chance
It was TACO Tuesday again in the United States this week as President Trump announced that he was pausing Operation Freedom “for a short period”...
China sends ripples through global beef markets
With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan
Exclusive Global mushroom cultivation is becoming larger in scale and more automated
Mushroom growers worldwide are scaling up and embracing automation as stagnant demand, labor shortages, and sustainability pressures intensify in many regions.
Africa
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.
Exclusive Another Ceasefire
Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.
Exclusive Energy Charts of the Week
A short energy update
Exclusive Global poultry quarterly Q2 2026: Solid global chicken demand, rising geopolitical risks and volatility
The global poultry industry outlook remains strong, with 2.5%-3% growth expected in global consumption.
Climate change redefines suitability and resilience in global arabica coffee production
From Brazil to Ethiopia, climate change is reshaping where arabica coffee thrives, forcing the coffee supply chain to rethink sourcing, resilience, and long‑term supply.
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.