RaboResearch

We are no longer active here, but we continue to share content and insights on LinkedIn 👇 linkedin.com/company/rabore… See you there!

Climate change is impacting companies globally, causing significant financial risks from extreme weather. Companies face asset damage and rising operational costs. Investing in resilience is essential! #RaboResearch rabobank.smh.re/wRz

European turbine manufacturers face impending intense competition from Chinese manufacturers. This puts Europe in a challenging position as it aims to use European turbines to achieve its renewable energy targets cost-effectively. #RaboResearch rabobank.smh.re/wOM

How will the energy transition fare under Trump 2.0? The incoming administration is unlikely to repeal the Inflation Reduction Act in its entirety, though changes are possible. Clean power plant and vehicle emissions regulations are at risk. #RaboResearch rabobank.smh.re/wE4

The #eurozone economy outperformed expectations in Q3, but the outlook forecasts softer growth. #Industrial activity is hampered by structural and cyclical weakness, limiting the pace of expansion. #RaboResearch rabobank.smh.re/wC2

EV adoption could drive a 2.5% to 4.6% rise in US electricity demand by 2030. Combined with data center and other electrification needs, total demand may grow by 20%. #RaboResearch rabobank.smh.re/wB9

Our 2022 AP VoteCast survey analysis shows US voter behavior influenced by the economy, social issues, and demographics. Men and higher-income individuals leaned Republican, while women, non-binary people, and minorities leaned Democrat. #RaboResearch rabobank.smh.re/vuF

Will Kamala #Harris become the next President of the United States or will we see the return of Donald #Trump? Since February, we have had a Trump victory as the main assumption for our baseline economic forecast. #RaboResearch rabobank.smh.re/vu2

Germany is advancing its #hydrogen network. With pipeline infrastructure approved and a new regulatory framework nearly finalized, we analyze the plans and potential tariffs. #RaboResearch rabobank.smh.re/vtQ

What is the value of a country? There is no correct answer, and that’s precisely the issue with the #PCAF financed emissions attribution framework for sovereign debt. We have developed an alternative framework to solve this problem. #RaboResearch rabobank.smh.re/vmA

A full repeal of the #IRA is unlikely, but extending Trump-era tax cuts could cannibalize parts of it if #Trump wins. Key risks include more restrictions on EV credits and more prohibitions on foreign entities of concern for advanced manufacturing. rabobank.smh.re/vQC

Social enterprises experience higher revenue growth, but also more uncertainty. #Multitasking between financial and climate, energy, or social goals requires additional coordination. #RaboResearch rabobank.smh.re/vQ6

More than 30 MTPA of clean #ammonia projects have been announced in the US. We expect only a subset of these projects to reach final investment decision, due to their capital-intensive nature and the lack of a differentiated product market. #RaboResearch rabobank.smh.re/vJw

Our Dutch GDP forecasts for 2024 (0.6%) and 2025 (1.4%) are unchanged, despite new data reporting lower investments in Q2 2024. The new government plans to boost household spending power via tax cuts but lacks long-term investments. #RaboResearch rabobank.smh.re/v9t

Welcome, Coen Hutters! He joins the #RaboResearch team as an Energy Transition Specialist. “I will focus on how technology, policy, and economics influence the energy transition, especially regarding batteries, grids, and markets.” rabobank.smh.re/v6o

Due to rising incomes and housing shortages, Dutch homes for sale are rapidly becoming more expensive. This year house prices are expected to rise by 9.1%, with another 10.7% next year. #RaboResearch rabobank.smh.re/unK

The EU updated emissions standards for heavy-duty vehicles, targeting city buses and coaches. From 2030, original equipment manufacturers failing to meet targets face fines. Repeated non-compliance could lead to EUR 1bn in penalties over 10 years. rabobank.smh.re/ull

The Spanish economy is booming due to #tourism. With tourism growth projected to lose some steam, economic growth is expected to soften. But it will still remain strong, supported by the labor market, lower interest rates, and EU funds. #RaboResearch 👉rabobank.smh.re/ujc

With Kamala #Harris on top of their ticket, the odds for the #Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic National Convention, her popularity is riding high on the “Harris bounce.” #RaboResearch rabobank.smh.re/uhZ

Despite recent positive figures, the growth prospects for the Dutch economy remain moderate due to a tight labor market and low productivity growth. In the short term, household and government consumption are driving growth. #RaboResearch rabobank.smh.re/ueM