In the first part of this series, we identified the UK as one of the most attractive European countries for Battery Energy Storage System (BESS) investments. The UK currently has the highest installed ...

This is the third report in a series focused on the shift to economic statecraft from economic policy, which we argue requires markets to now focus on ‘grand macro strategy’. We suggest readers refer ...

Liquid Assets: A Beverage Industry Podcast Rabobank’s global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest ...

Yesterday saw the Nikkei -2.2%, the Dax -1.7%, the S&P -2.7%, and the Nasdaq –3.8%, while the US Treasury 10-year yield the White House is now focused on was -5bp to 4.16%. As the headlines put it, ...

Except for the BoJ, and following last month’s move by the RBA, the Norges Bank is the only G10 central bank not to have cut rates in the post pandemic period.

Population and GDP growth in South and Southeast Asia drive demand for Australian grains. Western diet trends and regional policies shape export opportunities. South and Southeast Asia’s demand for ...

Strong demand to refill European and U.S. gas storage sites this summer will support global gas markets while a potential Russia-Ukraine truce presents downside risks.

As the first quarter comes to a close, we look back at the results from the largest global beer companies (Heineken, Carlsberg, AB InBev, Molson Coors, Constellation Brands, Royal Unibrew) and what ...

While the outlook for the USD is closely tied to the economic outlook for the US, the EUR has become more responsive to news regarding the future of European security.

Potential tariffs on EU exports to the US could have significant impacts on food and agriculture companies. We analyze trade flows, impacts, and strategic responses. The EU is largely self-sufficient ...

In Brazil, ACP Bioenergia, one of the largest independent sugarcane producers, is making strides by investing in renovation of degraded land towards agriculture production, with the support of Rabo ...

Beverages analysts from around the globe highlight “under the radar” developments in beer, coffee, spirits, and tea. The past two months have made it clear that the terms of international trade could ...