It is anticipated that NATO members will agree to a substantial ramp-up in their defense spending target this week. In this research note we look at the potential economic ramifications under various ...

Yes, US CPI was 0.1%. But that captures that much of the big picture right as markets panic about a potential imminent attack on Iran, and AUKUS is now under review.

Car trade is one of the EU’s most important export sectors, accounting for 60% of the EU’s overall trade surplus. Among its global trading partners, the US stands out as one of the most important ...

RaboResearch has published its latest Grains & oilseeds world map. G&O trade continues to grow steadily, and multiple factors will influence trade in the next decade.

Since President Trump took office in early 2025, uncertainty and unpredictability have reverberated through global markets, including the global beef market.

On April 28, Spain and Portugal faced a major blackout. We analyze the event, its potential causes, and the implications for EU grid operations, policy, and investments.

Recovering Brazilian production will help rebalance the global orange juice market in 2025/26, but uncertain demand and climate risks mean volatility will persist.

Food inflation and low sentiment delay recovery in 2025; value, health, and premium trends reshape US foodservice and retail spending.

This report addresses mercantilism's origins and logic, and how free trade’s contradictions led back to neo-mercantilism, Merkelcantilism, and Trumpism.

In this report, we explore Spain's potential to become a hot market for battery energy storage systems.

In 2024, wine production far outstripped demand. Glenn Proctor of Ciatti and Jeff Bitter of Allied Grape Growers help us understand the unique challenges of the current crisis and how it is shaping ...

Join commodities and farm input analyst Paul Joules and senior grains & oilseeds analyst Vitor Pistoia as they dive into the key factors influencing urea prices.