ASML's recent expansion plans in the Netherlands signal hope for the Dutch business climate. Yet, the Dutch investment and business environment outlook remains grim. Also, bankruptcies rose again last quarter and are at a peak since Q2 2020. #RaboResearch
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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/rqY

#Macron has strived to adhere to the Sustainability and Growth Pact, but the pandemic and energy crisis caused the French deficit to surge. What does this mean for debt sustainability? #RaboResearch
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The electricity sector is buzzing with activity, offering both opportunities and risks for households and businesses. To navigate these changes effectively, it's crucial to stay informed. Dive into part 1 of our series to get up to speed. #RaboResearch
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From parking lots to power sources: Vehicle-to-grid (V2G) tech enables bidirectional energy flow. In our research, we assess the battery role that a parking facility with V2G-equipped parking spaces could play in managing grid congestion. #RaboResearch rabobank.smh.re/rfj

Europe’s population is aging and this will put a lid on economic growth in the coming decades. Challenges are arising for social welfare and debt sustainability. Remedies for the declining workforce differ per country. #RaboResearch rabobank.smh.re/rfX

Due to rising Dutch household consumption, we expect moderate economic growth for the Netherlands in the coming quarters. We also expect growth for most sectors. Construction and transportation are an exception to this. #RaboResearch rabobank.smh.re/rUL

Blue finance is a segment of green finance that receives increasing interest globally. It has been used to fund marine protection, water management, and other projects. Challenges remain for blue finance, and it needs an impact track record #RaboResearch
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Compliance market credits linked to federal and California fuel standards can enhance revenue for renewable natural gas projects. To capture the section 48 investment tax credit, construction should begin before 2024 ends. #RNG #LCFS #RaboResearch rabobank.smh.re/r7s

The Italian government will have to significantly tighten fiscal policy. Full compliance with EU budget rules is not in the cards, but neither is a major conflict with Brussels. We forecast moderate economic growth in the coming two years. #RaboResearch rabobank.smh.re/qt3

Without reported data, organizations may estimate #scope3 emissions with environmentally extended input-output tables. This is often done for upstream emissions. We argue this can and should be done to calculate downstream emissions too. #RaboResearch rabobank.smh.re/qju

House prices are rising rapidly again, because the borrowing capacity of homebuyers is increasing. We expect significant price increases for this and next year. Due to the drying up supply, the number of sales remains limited. #RaboResearch rabobank.smh.re/qab

After three quarters of contraction, the Dutch economy grew again in the fourth quarter of 2023. We expect the economy to continue growing steadily over the next two years, estimating an increase of 0.7% for 2024 and 1.2% for 2025. #RaboResearch rabobank.smh.re/qZ3

The crisis in the Red Sea has pushed up freight rates. If sustained, higher logistics costs could materially affect inflation in the Eurozone. Our base case assumes a 0.5 percentage point contribution to inflation over the next 24 months. #RaboResearch
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Based on current opinion polls and our expectation of a deterioration of economic data in 2024, we expect a broad rise in import tariffs under a Trump presidency. #RaboResearch rabobank.smh.re/qK8

The EU’s new budget rules are better fit for purpose than the old ones. But fiscal slippage is likely and fiscal room for strategic spending insufficient. #RaboResearch
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The electrification of public transport in Europe is accelerating. European city buses are on track to surpass the goal of achieving zero diesel bus registrations by 2030. #RaboResearch
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#Renewable natural gas has seen huge growth in the US in the past decade in the transportation market. We explain how long-term offtake contracts in non-transport markets could push the market to reach its full potential. #RNG #RaboResearch rabobank.smh.re/pzS

To achieve a climate neutral economy by 2050, it is essential to transition to green steel. How do we make steel production sustainable and what are the obstacles we face? We spoke to energy transition specialist Eli Elderkamp of #RaboResearch .
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The costs of the transition may lead to even greater climate inequality between low and high income households, and between current and future generations. To avoid this, we need clear and reliable information about housing. [3/3] #RaboResearch rabobank.smh.re/pvm