How come animals instinctively eat a balanced diet, but humans appear to have lost that skill? We aren’t getting enough #protein . When we don’t meet our required daily protein intake, we overconsume carbs and fats, leading to weight gain. #RaboResearch rabobank.smh.re/s66

“As an industry, we have learned how to navigate these rough waters,” said JP Frossard, VP, consumer foods at Rabobank. “We have a little less volatility. We can’t take that for granted, but it is better than the past few years have been.” rabobank.smh.re/s4J

After a decade of growth, milk production in northwestern Europe is set to structurally decline. We outline what this means for dairy companies in the region and how they can manage this transition. #RaboResearch rabobank.smh.re/s1Z

In our latest #Pork quarterly: Herd contraction is slowing amid an improved supply-demand balance, and lower feed costs are offsetting other cost inflation, enabling the industry to return to profitability. #RaboResearch rabobank.smh.re/s0u

High global orange juice prices reflect expectations for ongoing supply constraints due to a smaller harvest. #RaboResearch #orangejuice #beverages rabobank.smh.re/r-Y

After years of growing momentum in the green hydrogen sector, a certain fatigue seems to be kicking in. The high expectations have failed to materialize. Quite the contrary. Reality seems to be sinking in #RaboResearch rabobank.smh.re/rxG

Macron has strived to adhere to the Sustainability and Growth Pact, but the pandemic and energy crisis have caused the French deficit to surge. What does this mean for debt sustainability? #RaboResearch rabobank.smh.re/rvV

The Australian cattle market will be more positive in 2024. Although production will increase, improved global beef demand, particularly from the US will help support the market. #RaboResearch rabobank.smh.re/rtS

South and Southeast Asia are the world’s fast-growing poultry markets, expected to grow by 4-5% annually till 2030. This growth potential means attractive opportunities for local and global investors, especially in modernizing supply chains. #RaboResearch rabobank.smh.re/rtR

Out now: 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. #Brazil #Food #Agribusiness #RaboResearch ​ rabobank.smh.re/rrN

In April, the S&P GSCI Agriculture Index rose 2% despite US dollar strength. Rallies in arabica, robusta, and cocoa offset losses in sugar. Weather and war pushed wheat prices higher. And US corn acres fell, while soy acres rose. #RaboResearch rabobank.smh.re/roD

Rabobank attended the Sustainable Packaging Coalition Impact conference this month. 2025 is around the corner and pressure around EPR implementation is mounting. Read what we think US producers can do now. #SPCImpact 2024 #SPCImpact #RaboResearch rabobank.smh.re/roB

North American agribusiness review April 2024 rabobank.smh.re/rnr

Fries and chips produced in northwestern Europe have become much more expensive in the last two years, partly due to higher potato prices. For the coming year, and likely even longer, we expect prices to remain at elevated levels. #RaboResearch rabobank.smh.re/rl9

Blue finance: Closing the water financing gap rabobank.smh.re/rkB

For many alcoholic beverage suppliers, 2023 was a difficult year. We expect trends to improve, but trends affecting older and wealthier consumers present downside risks. #RaboResearch rabobank.smh.re/rkA

(Dairy Herd Management) Will Growth Even be Possible for Dairy Producers this Year? rabobank.smh.re/rX0

By 2027, Brazil's port capacity will not be able to handle growing grain & oilseed export volumes. Brazil needs to renew its commitment to infrastructure investment to accommodate increasing grain & oilseed production. #RaboResearch rabobank.smh.re/rV0

RaboResearch Bourcard Nesin rabobank.smh.re/rRX

In our new #Brazil #agribusiness quarterly: Corn harvest is down, along with prices; cotton planting hits a 30-year high; and 2023/24 soy crop sales are at a record low. Read the latest on these and Brazil’s other key agri commodities now. #RaboResearch rabobank.smh.re/rP8