Month: January 2026

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Dealing with stranded assets in the green transition

The latest edition of the journal Nature Food includes an article by Anniek Kortleve and co-authors on the role that stranded assets in European agriculture might play during food systems transformation. The context they consider is a shift towards plant-based diets which it is assumed will lead to a corresponding reduction in the demand for livestock products (animal sourced foods, ASF). The paper estimates the value of the capital assets that would become redundant under diet shifts of different magnitudes. It highlights the role that depreciation of assets can play to limit the extent of stranded assets, while also arguing that targeted policy support will be needed to avoid prolonged lock-in and to accelerate more rapid food system transformation.

Stranded assets can result from a shift in demand, but also due to climate change. Think of investments in fruit trees or vineyards that are no longer productive in a particular area because of water scarcity or high temperatures.… Read the rest

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The rural 10% target cannot be monitored

In the autumn of last year, the European Parliament came close to rejecting the Commission’s MFF proposal as the basis for negotiations. In October 2025, the leaders of four of the main political groups in the Parliament – EPP, S&D, Renew and Greens/EFA – wrote to President von der Leyen stating plainly that the Commission proposal had not taken the Parliament’s core requests into consideration and demanding an amended proposal reflecting these requests to allow negotiations with the Parliament to move forward (a copy of this letter was made available by Politico Europe).

In response, the Commission in a non-paper (made available by Euractiv) proposed several amendments to its proposal, which were subsequently included in a speech made by President von der Leyen at a plenary debate of the Parliament on the MFF’s architecture and governance in November 2025. This included a proposal for a rural target expressed as a minimum percentage of the NRP Plans’ general allocation envelope outside of the earmarked amounts for the CAP and CFP as well as the Catalyst Europe loans to be spent in rural areas.… Read the rest

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Lessons from the new U.S. Dietary Guidelines for Americans

I am not an expert in nutrition and, if I am honest, I have been sceptical of the significance of occasional health-related claims such as the claimed link between red meat and cancer. But that there is a link between diets and ill-health is indisputable. What is less clear is the nature of these links, which has been brought into sharp focus by the publication of the latest U.S. Dietary Guidelines for Americans 2025-2030 by U.S. Department of Health and Human Services Secretary Robert F. Kennedy, Jr. and U.S. Department of Agriculture Secretary Brooke Rollins two days ago on 7 January 2026.

In 2021, the OECD published a report prepared by Koen Deconinck Making Better Policies for Food Systems which argued that achieving better food policies for food systems requires overcoming frictions related to facts, interests and values. The latest U.S. Dietary Guidelines provide a relevant case study of the way differences in the interpretation of facts can influence policy recommendations.… Read the rest

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Potential increase in CAP funding in next MFF

The figures in Table 1 have been slightly revised since the original post to calculate the flexibility amount as 25% of a country’s NRPF financial allocation less its minimum ring-fenced amount for CAP income support (from which the allocation for CAP investment supports for farmers and foresters should be deducted). In the original post I had based the calculation on the NRPF general allocation.

Commission President von der Leyen sent a letter to the Cypriot Presidency of the Council and to the President of the European Parliament yesterday 6 January 2026, in which she proposed to make additional resources available as of 2028 to address the needs of farmers and rural communities (with thanks to Politico Europe for the link).

This letter was sent on the same day as the Cyprus Presidency invited all Agriculture Ministers to a meeting also attended by the Commissioners for agriculture, trade and health to provide reassurances to Italy and other Member States to sign up to the contentious EU-Mercosur free trade agreement on Friday.… Read the rest

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The role of borrowing in the EU’s MFF budget discussions

The New Year 2026 will see negotiations on the EU’s next medium-term budget step up in gear. Many Member States have called to set a deadline of end 2026 to agree on the next Multi-annual Financial Framework (MFF). This is necessary if the new MFF programmes are to start on 1 January 2028.

That this is a very ambitious deadline is an understatement. The Danes set a cracking pace in organising the Council’s MFF discussions under their Presidency, and presented a first draft of the famous ‘negotiating box’ to the European Council meeting in December 2025. This draft, without figures, was presented under the sole responsibility of the Presidency. The accompanying progress report recognised that significant political as well as technical issues remain to be resolved. Bridging these divides under the Cypriot and Irish Presidencies will require a massive effort in the coming twelve months.

Although it is the Council that negotiates the MFF budget, the European Parliament (EP) must also give its consent.… Read the rest