RaboResearch

Have you always wanted to know what #hydrogen is all about and why it’s relevant for Europe? Join us as we unravel the complexities of hydrogen, from its various “colors” to its impact on European industries, and see how EU regulations are shaping a cleaner energy landscape. #RaboResearch

Did you know that electric city bus penetration is booming in Europe, and that Chinese and Turkish original equipment manufacturers (OEMs) are gaining market share? Electric city bus penetration is booming, with sales in 2023 exceeding those of diesel city buses. This is fuelling a growing level of competition from Chinese and Turkish electric city bus manufacturers that are entering the market. Between 2017 and 2023, the market share of EU suppliers declined from 74% to 54% while Chinese OEMs increased their share from 13% to 24% in the European market. This led to the entrance of strong players such as BYD and Yutong. Turkish OEMs, the recent newcomers in the European market, have acquired 6% of the market since 2022. Despite the Turkish debut, it's the Chinese brands that could potentially surge in market share. The current overcapacity in the Chinese electric passenger vehicle (EV) sector, has led to aggressive pricing strategies that could extend to the heavy-duty vehicle segment. Additionally, the Chinese yuan renminbi has depreciated by 12% with respect to the EUR since 2022, incentivizing European customers to buy the now relatively cheaper Chinese city buses. On top of the change in terms of trade, Chinese brands enjoy the biggest domestic electric city bus market, as 85% of electric city buses in operation today are in China. With a bigger home market, Chinese OEMs can expand production with confidence and achieve higher economies of scale. The EC probe into possible subsidies from the Chinese government into the battery electric vehicle sector could slow down the trend by imposing tariffs but might trigger retaliatory measures from China that could impact the supply chain for electric city buses. Read the full report to learn how trade and technological dynamics shape the electric city bus sector in Europe 👉 https://lnkd.in/eRJjWfVi #RaboResearch #weeklyhighlight #EnergyTransition #mobility #e-mobility #sustainability #transportation #citybus Susan Hansen José Ignacio Serrano Muñoz

European food producers are increasingly looking into robotization to address staff shortages and improve productivity. We surveyed 20 food processors to learn the reasons they are considering investing in robots. #RaboResearch Sebastiaan Schreijen

Did you know that US legislation to improve infrastructure includes federal funding to expand the US carbon dioxide pipeline network? Read the full report to learn more about the funding available for pipeline development and the regulations and policies that govern pipeline development 👉 https://lnkd.in/esPbQmXg #RaboResearch #weeklyhighlight #EnergyTransition #US #carboncapture #CCS Susan Hansen Nina F.

Midden-Nederland vergrijst de komende jaren in rap tempo. Meer ouderen betekent ook meer vraag naar zorg en ondersteuning aan huis. Maar het aantal mensen dat dit kan bieden, groeit nauwelijks meer. Bovendien is het op sommige plekken minder fijn wonen als (trap-)lopen steeds lastiger wordt. Hoe kun je ervoor zorgen dat ouderen geschikt wonen in een fijne leefomgeving en voorzien van zorg? In deze aflevering van de #RaboResearch Economiepodcast gaat Christel Hoeksema, adviseur RaboResearch Dialoog Expertise Centrum, hierover in gesprek met John Post, bestuurder bij zorgcentrum De Haven in Bunschoten, Kelly Sakkers, Business Development Manager bij Rabobank Midden-Nederland en Carola de Groot, huizenmarkteconoom bij RaboResearch. Onze podcast is ook te beluisteren via Spotify en tal van andere kanalen.

In deel 1 van ons vierluik over de woningschaarste schrijven we over oplossingen voor het gebrek aan bouwlocaties. Combineer prikkels en meer vrijheid voor gemeenten met Rijksregie, gericht op locaties voor grootschalige bouw. Keer ook (vaker) terug naar een actief grondbeleid. #RaboResearch https://lnkd.in/eGn6ehAc

Carbon dioxide pipeline development is essential for expanding the range of carbon capture projects in the US. Without it, CCS projects must be located near an existing pipeline or geologic storage, or they must directly integrate use of captured carbon in their processes. We outline the challenges (and advantages) facing both greenfield and pipeline conversion projects – from permits to competition. #RaboResearch Nina F.

Did you know that the Dutch government has signed countless hydrogen partnerships, Memoranda of Understanding (MoUs), and other types of agreements with multiple countries across most continents? The Dutch government actively seeks to position the Netherlands as a reliable trade partner and clean energy hub in northwest Europe. The Port of Rotterdam currently serves as the energy hub for northwest Europe and handles 8,800 petajoules (PJ) in fossil fuels annually. This is about 2,444TWh, or more than three times the Dutch primary energy consumption and 17% of the EU’s primary energy consumption in 2022. However, with the phase-out of fossil fuels, Rotterdam must shift its focus toward renewable fuel flows to maintain its relevance. Leveraging its status as Europe’s largest energy hub, the Port of Rotterdam is well-positioned to become a central import hub for hydrogen and hydrogen derivatives in Europe. In addition to the Dutch government's energy diplomacy, the Port of Rotterdam  also actively pursues its own hydrogen agreements and partnerships with entities around the world. Read the full report to learn about our views on the Dutch hydrogen quest and what it takes to decarbonize Dutch hydrogen demand. 👉https://lnkd.in/e_R6Rp7v #RaboResearch #weeklyhighlight #EnergyTransition #hydrogen #investments #netherlands Susan Hansen Hyung-Ja de Zeeuw

With 1.3MT per year, the Netherlands is the second-largest user of gray hydrogen in the EU. Gray hydrogen production is very emission-intensive. What does it take to fully decarbonize it? #RaboResearch

The revision of Dutch GDP growth in the first quarter to -0.5% has resulted in an updated forecast for 2024: from +0.4% to -0,1%. For 2025 our forecast remains at 1.3%. Additionally, our inflation expectations have changed; they were increased to 2.9% in 2024 and 2.7% in 2025. #RaboResearch https://lnkd.in/e2dFUkUY