RaboResearch: Leading Insights in Dairy Markets

RaboResearch is a key player within the agricultural economics sector, providing comprehensive analyses of global dairy markets. As an integral part of the Rabobank Group, RaboResearch delivers critical insights that influence decision-making processes among stakeholders in the agricultural industry.

Location and Operations

RaboResearch operates under the umbrella of Rabobank, which is headquartered in Utrecht, Netherlands. Rabobank is a leading financial services provider specializing in the food and agriculture sectors, with an extensive global network.

Financial Indicators

In the first half of 2021, Rabobank, the parent organization of RaboResearch, reported a net profit of approximately €1.1 billion. This strong financial foundation supports Rabobank's broad agricultural research initiatives, including those conducted by RaboResearch.

Key Personnel

Lucas Fuess, a prominent agricultural economist at RaboResearch, focuses on the dairy market. He is known for his analysis of trends, supply forecasts, and economic conditions affecting global dairy producers, offering invaluable insights for stakeholders in the dairy industry.

Significant Insights and Predictions

Lucas Fuess has recently forecasted favorable market conditions for dairy producers, driven by tight milk supplies and strong consumer demand. Additionally, the 2025 quarterly report highlighted a 0.8% year-on-year growth in milk production across the Big 7 export regions. Global dairy strategist Mary Ledman has pointed out challenges such as transferring higher dairy costs to consumers amid post-COVID inflation and weak global economic conditions. Despite these hurdles, global dairy prices continue to rise.

Company Plans

RaboResearch is committed to advancing its operations by incorporating advanced analytics and innovative methodologies to enhance its service offerings. This strategic approach aims to provide precise and actionable insights that support sustainable growth and development in the global dairy industry. RaboResearch forecasts a total production increase of around 6.5% for 2025, with slightly lower growth in the latter half due to a high base effect. The organization also provides insights on global supply disruptions, such as the impact of the closed Strait of Hormuz on global supplies, affecting farmer margins and increasing costs for key dairy inputs like diesel and fertilizers. RaboResearch anticipates a profitable dairy season for New Zealand in 2026/27, despite the cost challenges.

Recent data from RaboResearch indicates a decline in milk production.

Modified: 2026/06/22