RaboResearch Food & Agribusiness North America: Recent Episodes
Rabobank
Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.
The RaboResearch Food & Agribusiness global grains and oilseeds team is back with an update on what’s driving global markets and trade this summer.
Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets.
2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the year-end jumble. In the second half of the episode, Steve talks to Brazil-based RaboResearch farm inputs analyst Bruno Fonseca about one area that's actually more settled than a year ago – farm inputs.
Global Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the sector this year and what to watch for in the year ahead.
RaboResearch analysts Doriana Milenkova and Cindy van Rijswick attended Agritechnica, the massive equipment and farm input show in Hanover, Germany, this November. In this episode, RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson gets a travelogue of the big show and the pulse of the sector from his colleagues.
There’s a lot to talk about in the row crop world this fall. In this month's episode, RaboResearch grain & oilseed strategist Steve Nicholson speaks with analysts Andrick Payen and Owen Wagner to hash out some hot topics.
Fall is here, and conversations turn to yields and prices for corn and soybeans. The question isn’t just what the US crop will be but how it will fare relative to demand and yields on a global scale.
Join RaboResearch grains & oilseeds analysts Steve Nicholson, Owen Wagner, and Andrick Payen for their monthly roundtable conversation on the US row crop sector.
The RaboResearch team spans the globe, providing local analysis that adds up to a nuanced picture of the global grains and oilseeds market. In this episode, RaboResearch Global Sector Strategist for G&O Steve Nicholson talks to analysts from around the world to get perspectives on what’s going on behind the headlines – from rain in China to the Black Sea grain agreement (or lack thereof) to winter in Australia and the thick of the growing season here in the US.
RaboResearch Farm Inputs Analysts Sam Taylor and Doriana Milenkova join Global Grain & Oilseed Sector Strategist Steve Nicholson to recap the International Fertilizer Association's Global Markets Conference in London and what they heard from manufacturers and other industry experts.
Plus, will developments in the Black Sea grain agreement change the outlook for fertilizer markets moving forward? And which of the many shades of ammonia will gain traction as the industry pushes forward to meet sustainability goals?
Dry weather made for a good planting season, but now drought conditions have growers on edge waiting for just-in-time rain showers across nearly the entire US grain belt. How will markets react? Plus, what’s going on with the US-Mexico trade dispute, and will the Black Sea Grain Initiative survive even more instability in Russia?
RaboResearch Global Strategist for Grains & Oilseeds Steve Nicholson takes us along a series of conversations with RaboResearch's G&O analysts from around the world. Listen in to get insights into the issues affecting farmers and markets around the globe.
There’s a lot to talk about in the row crop world as planting season in the US Grain Belt gets underway. Global strategist Steve Nicholson and analysts Andrick Payen and Owen Wagner cover China's market moves, uncertainty about the Black Sea grain agreement, soil conditions and drought concerns, the market outlooks for corn, soy, cotton, and wheat, and more in this episode.
Regional bank failures roiled financial markets in a scene that might seem far from the fields of row crop farmers. But stormy weather in any part of the market can cloud the picture for producers.
Senior Market Strategist Christian Lawrence joins Global Sector Strategist Steve Nicholson and Grains & Oilseeds Senior Analysts Andrick Payen and Owen Wagner to talk about banks, looming economic uncertainty, and the outlook for row crop acres.
Listen in as RaboResearch Grains & Oilseeds Global Sector Strategist Steve Nicholson polls his global colleagues on global markets and local developments around the world, from logistical challenges in Brazil to wet weather in Australia and restrictions on GMO corn imports to Mexico.
Sustainability concerns are mainstream in many supply chains and can be an opportunity for the farmers near the beginning of those chains. RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner explains how sustainable aviation fuel fits into the landscape of soy demand. Ryan Findlay from the Rabo Carbon Bank talks about how farmers can be a part of industry efforts to manage the carbon footprint of supply chains.
The World Ag Expo in Tulare, California is just about here. In this episode, RaboResearch analysts David Magaña (tree nuts & specialty crops) and Lucas Fuess (dairy) talk about what's on their minds and what they're tracking in their respective sectors as they pack their bags for Tulare.
Rabobank Global Grains & Oilseeds Strategist Steve Nicholson talks with North America G&O Analysts Andrick Payen and Owen Wagner about USDA numbers and the health of the Brazilian soy crop before diving into what they're expecting – and not expecting – to see in 2023.
Join Global Grain & Oilseed Strategist Steve Nicholson as he leads RaboResearch’s G&O analysts from around the world in a lively conversation about what’s animating the sector in their regions and what’s driving the global dynamics of the G&O market.
RaboReseach Grains & Oilseeds Global Strategist Steve Nicholson discusses the current state of grain markets with Grains & Oilseeds Analyst Andrick Payen. Farm Inputs Analyst Sam Taylor joins for a conversation about where the inputs market might go next spring.
RaboResearch Global G&O Strategist Steve Nicholson and RaboResearch Analyst Andrick Payen discuss an extra volatile picture in G&O. From war in Ukraine to weather in the US grain belt, many factors are pushing prices. Farm Inputs Analyst Sam Taylor gives an update on where the inputs market could go as supply challenges drag on.
The war raging in Ukraine will affect global markets for grains and farm inputs. The bigger question is how severe that effect will be and how long it will last. RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson talks with G&O Analyst Andrick Payen and Farm Inputs Analyst Sam Taylor for an update on the constantly changing situation and to discuss the what-ifs of a prolonged conflict and the world’s food supply.
On this RaboResearch Food & Agribusiness podcast episode, Rabobank's Global Grains & Oilseeds Strategist, Steve Nicholson, talks with G&O Analyst Andrick Payen talk about the effect of the demand for soybean crush on crop rotations in the US and whether a drought is looming for US growing areas.
In the second half, Senior G&O Analyst Vito Martielli joins from Europe to talk about the tense geopolitical situation in Ukraine, a major exporter to Europe and beyond, from the perspective of its effect on agriculture.
What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season look going into soybean planting in the US and canola planting in Canada? Dennis Voznesenski, agricultural analyst in Sydney, discusses these and other key questions with grain & oilseed analyst Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo.
What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season look going into soybean planting in the US and canola planting in Canada? Dennis Voznesenski, agricultural analyst in Sydney, discusses these and other key questions with grain & oilseed analyst Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo.
What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season look going into soybean planting in the US and canola planting in Canada? Dennis Voznesenski, agricultural analyst in Sydney, discusses these and other key questions with grain & oilseed analyst Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo.
Supply chain hiccups were one of the top challenges for businesses in 2021. Skyrocketing prices and unreliable schedules squeezed margins across industries. In this podcast, we cover recent developments and the outlook for the container freight and trucking market, share the impact on animal protein processors and global trade, and discuss how macro factors like labor and inflation contributed to a series of supply chain chaos.
An integral part of getting food from the farm or the feedlot to consumers’ kitchens is causing some headaches. Shortages and high prices for packaging – both paper and plastic – are roiling a usually subdued part of the supply chain. RaboResearch Analysts Xinnan Li and Richard Freundlich talk through what’s causing the market disruption, how long it might last, and what might be next for producers needing to ship their goods to market.
As global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hold out for a price drop? Samuel Taylor (North America), Lief Chiang (China), and Stefan van Merrienboer (Europe) join Wes Lefroy (Australia) to help dissect what is happening in the global nitrogen market and contemplate how farmers can respond to these high prices.
This episode also appears on our sister podcasts RaboResearch F&A Asiaand RaboResearch F&A Australia and New Zealand
Chinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we’ve seen another announcement that will put availability in jeopardy. In our latest podcast, Wes Lefroy (Sydney) is joined by Lief Chiang (Shanghai) and Sam Taylor (New York) to discuss what has happened in the Chinese supply chain and how this may affect North American and Australian farmers.
This episode also appears on our sister podcasts RaboResearch F&A Asia and RaboResearch F&A Australia & New Zealand
The RaboResearch North America G&O team talks about USDA numbers and all the row crop trends in corn, soybeans, wheat and cotton.
Renewable diesel has the potential to upend the soybean market… but legislation is driving demand even more more. Will fuel needs elbow out other market drivers in the future? Bill Nickrent is joined by Senior RaboResearch Analyst Stephen Nicholson for a closer look.
Are we facing a commodities supercycle? Do we even know what that is? Senior Grains & Oilseeds Analyst Steve Nicholson and Markets VP Andrew Tasker discuss that prospect. Also, Brazilian Senior Grains & Oilseeds Analyst Marcela Marini joins the show with an update on corn exports.
Avocado consumption continues on an upward trend, and Rabobank’s Senior Fruits & Vegetables Analyst, David Magana, says that there’s still room to grow.
May is National Beef Month in the US, and it’s been a year like no other for the industry. Dr. Mandy Carr from the National Cattlemen's Beef Association joins Rabobank’s animal protein analyst Don Close to discuss how Covid could shape the beef industry for the foreseeable future.
On this episode from Rabobank Australia, Charlie Clack talks to US-based Steve Nicholson and Andrew Tasker about cotton in both hemispheres. US growers are planting, but down under, it’s time to pick.
This episode also appears on our sister podcast, RaboResearch F&A: Australia & New Zealand
The USDA's Prospective Plantings report included a few surprises that will likely have implications for markets. RaboResearch analysts Steve Nicholson and Andrick Payen and Markets VP Andrew Tasker break down the specifics and look at other issues on the table.
Although the Covid-19 pandemic brought uncertainty to the fresh produce market, consumer demand for strawberries has remained strong. Roland Fumasi, Head of RaboResearch North America, and fresh produce analyst David Magaña explain why the strawberry market has shown continuing strength.
A sizable US grains rally is causing issues for animal protein producers. Analysts from both sides join this episode to discuss the latest on the topic.
Beef demand didn't take the hit many thought it would at the start of the Covid-19 pandemic, but animal protein analyst Dustin Aherin explains why post-pandemic demand is still uncertain.
It's a wild time for grains, as the Grains and Oilseeds team discusses a rally for the U.S. market that few people saw coming.
2020 markets were unpredictable to say the least. So, what does next year have in store? Commodity analyst Michael Magdovitz joins us for a look at the year ahead.
When it comes to animal protein, 2021 could be a year marked by more stability in the markets, though Covid-19 remains a wild card. Animal protein analysts Christine McCracken and Dustin Aherin discuss that and more in this episode.
Market volatility surrounding the presidential election seems likely, while the cotton rally holds in part because of China. Grains and Oilseeds analysts Steve Nicholson and Erin FitzPatrick Nazetta join markets VP Andrew Tasker to break it all down.
As blueberry producers face more competition, consumers are demanding a higher quality product. Rabobank analysts Roland Fumasi and David Magaña discuss market conditions in this episode.
China's active buying in the grains & oilseeds market has many US producers surprised, and weather uncertainty has hit the Iowa corn market. RaboResearch analysts Steve Nicholson and Erin FitzPatrick Nazetta and markets VP Andrew Tasker discuss these and other developments in this episode.
Animal protein analysts Don Close and Dustin Aherin discuss the beef market's recovery from the early impact of the global pandemic. The two also look ahead to a trade market marked with uncertainty.
In this episode of the RaboResearch Food & Agribusiness North America podcast series, Grains & Oilseeds Analyst Steve Nicholson joins Markets VP Andrew Tasker to talk about volatility in the rice, sugar, and cotton markets, as well as the impact of changing consumer habits.
In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Andrew Tasker, and Erin FitzPatrick talk about whether or not China will honor a trade deal with the US and how that could impact North American agriculture. The three also discuss a surprising USDA acreage report.
As the dairy industry shows signs of recovery from the impact of Covid-19, RaboResearch analysts Ben Laine and Richard Scheper join Global Dairy Strategist Mary Ledman to discuss the outlook for the second half of 2020 in their sectors. Please note that between recording and publishing this podcast, the European Private Storage Aid stocks program closed on June 30 with 67,694mt of butter, 47,711mt of cheese and 20,138mt of skim milk powder in inventory.
Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labor challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia.
This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand**
Both Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania’s milk production season was coming to a close in Q2 2020 as Covid-19 took hold around the globe. Global dairy strategist Mary Ledman and Australia-based senior dairy analyst Michael Harvey discuss the impacts of Covid-19 and the outlook for the 2020/21 production season in Australia and New Zealand.
Mostly favorable weather means that corn and soybeans have gone in the ground at a good clip across the Midwest this spring… but the economic forecast is not as rosy. Steve Nicholson, Erin FitzPatrick, and Andrew Tasker review planted acres, discuss global trade amid heightening US-China tensions, and talk through the alphabet soup of programs designed to give some relief to American producers.
In this episode from the RaboResearch Australia/New Zealand podcast channel, Andrew Tasker in St. Louis joins colleague Charlie Clack in Sydney to talk about the southern hemisphere cotton season coming to a close. There’s a somewhat uncertain cotton outlook for 2021 in Australia, where U.S. acres, Chinese buying, and Brazilian logistics could all play a part.
Two crops—linked by geography—are weathering the Covid-19 storm, according to Senior Grains & Oilseeds Analyst, Steve Nicholson. Rice is a relatively inexpensive staple of diets the world over and trade disruptions might give domestic producers a lift. Sugar is riding a strong retail wave as consumers fill their time at home with baking and their grocery store carts with comfort foods during a time when supplies were already short.
In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker talk about how Covid-19 is impacting corn, soybean, and cotton markets and go on a search for commodity marketing opportunities in a coronavirus world.
The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports.
This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand**
In this episode from the RaboResearch Food & Agribusiness Australia & New Zealand podcast series, our US-based Fruits, Vegetables, and Tree Nuts Senior Analyst, Roland Fumasi, joins host Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020, combined with the impacts of Covid-19 on global economies, influence both the US and Australian almond sectors, as can be ascertained today.
This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand**
Though Covid-19 prevented him from traveling to Australia in March to visit Rabobank Australia clients, US-based grain & oilseed analyst, Steve Nicholson, was able to join Australian-based grain & oilseed analyst, Cheryl Kalisch Gordon, for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability. This episode was produced for Rabobank Australia’s podcast series but includes discussion of the US market as well.
Farmers, investors, developers, and engineers are creating new opportunities in the US market to convert waste into profit. Our guest, Aaron Ratner, comes from Ultra Capital and brings with him years of experience in waste-to-energy projects. With his help, we discuss how farmers can identify opportunities, decide with whom they should partner, and what to expect when they embark on a new infrastructure project.
This episode also features RaboResearch analyst Bourcard Nesin, and Josh Dale, an expert in financing waste-to-energy projects and a member of Rabobank’s Project Finance team.
Animal Protein Analyst Don Close and Dairy Analyst Ben Laine discuss the new practice on dairies of cross-breeding beef cattle with dairy cattle and the implications this trend has for both dairy producers and the beef industry.
What does 'phase one' mean for US agriculture? Is it a return to normal, or is the old normal gone for good? RaboResearch grain & oilseed analysts Erin FitzPatrick and Steve Nicholson talk through some possibilities with Andrew Tasker from Rabobank's Markets team.
US-based analysts Erin FitzPatrick and Steve Nicholson are joined in the studio by Victor Ikeda from Rabobank Brazil and Andrew Tasker for an update on grain & oilseed production in South America. How is the growing season progressing in the US’s biggest international grain competitor, and what should the ag world expect in the wake of political change in Argentina? Get Victor’s take on this and other issues in this month’s grain & oilseed episode.
Fruit, Vegetable, and Tree Nut Senior Analyst David Magaña explains how Peru has gained prominent footing in global fruit & vegetable trade. A favorable climate and massive investments in irrigation have helped the country to increase its share of the international market – should US producers be worried?
What will 2020 bring for animal protein markets in the US and around the world? Animal Protein Analysts Don Close and Christine McCracken discuss the RaboResearch 2020 Animal Protein Outlook.
Stefan Vogel, RaboResearch Global Sector Strategist for Grains & Oilseeds, joins Steve Nicholson and Erin FitzPatrick to talk about developments that could affect grain and oilseed markets the world over – from harvest woes in North America and Argentine elections to wheat production in northern Africa.
RaboResearch Fresh Produce and Tree Nut Analysts Roland Fumasi and David Magaña give an update on the blueberry market after releasing their latest RaboResearch paper: Newcomers Reshaping the US Fresh Blueberry Market
The US team welcomes a special Aussie guest, RaboResearch Analyst Wes LeFroy, and compares notes on the latest G&O news from both the US and Australia.
The fluid-milk industry has some challenges – mainly falling demand and thin margins. Consumers have changed, but those bulging gallon jugs in the back cooler have, in most cases, stayed the same. In this episode, Rabobank’s senior dairy analyst, Tom Bailey, breaks down the challenges the industry faces and what needs to be done to “make milk cool again.” This episode also features analyst Bourcard Nesin.
Sam Taylor and Charlie Clack address a key issue facing cotton growers in both Australia and the US: herbicide resistance in weeds. Integrated management, new technology, and potential consequences are hot topics in RaboResearch’s latest Transpacific podcast.
This episode also appeared today on our sister podcast RaboResearch Food & Agribusiness Australia & New Zealand
Steve Nicholson and Andrew Tasker take the pulse of the Grains & Oilseeds sector from the middle of the grain belt in the middle of summer.
Steve Nicholson and Andrew Tasker introduce Erin FitzPatrick and take stock of a soggy spring.
US organic food sales continue to rise, but the pace of growth has slowed. Organic fruits and vegetables continue to be the largest organic segment, but prices have softened on higher volumes. Senior Fruits, Vegetables and Tree Nuts Analyst Roland Fumasi looks at where the organics market might go.
An increase in bearing acres has led to near-record pistachio harvests. Can demand keep pace? RaboResearch analysts Roland Fumasi and David Magaña discuss their 2019-2024 Baseline Market Outlook for pistachios.
Global almond demand growth is expected to absorb the record supplies coming out of Australia and California at profitable prices for the sector. Australia has capitalized on the challenging trade situation between the US and China, while the breadth of US almond export markets has helped to limit negative impacts on the country's shipments. Rabobank senior analysts Hayden Higgins (Australia) and Roland Fumasi (US) discuss the current market situation and share their medium-term outlooks for both countries.
Much of the grain belt is in the midst of near-record flooding this spring. In this month’s grains & oilseeds wrap, Steve Nicholson and Andrew Tasker discuss the effects on the markets.
The U.S. hemp industry has got a lot of people excited, but is it a good opportunity? In this episode, analysts Steve Nicholson and Bourcard Nesin discuss their recent report on the US hemp industry. If you are interested in the hemp industry, this is a great introduction to hemp regulations, production and markets.
Brazil has rapidly risen to become one of the world’s largest cotton production and export regions. Victor Ikeda joins Charlie Clack from São Paulo to chat about the rise of the cotton industry there... and what this could mean for Australia going forward.
This episode appeared earlier on our Australia/New Zealand sister channel
Steve Nicholson and Andrew Tasker catch up on a busy period in row crops. Floods in the Midwest and the ever-present topic of trade are on the list of topics in this month’s rundown.
From weather to trade agreements to the Easter rush... Spring has been a busy season in the fruit, vegetable, and tree nut markets. Roland Fumasi and David Magaña break down all of the markets’ moving pieces with Bill Nickrent.
Steve Nicholson and Andrew Tasker round up trends and news in row crops... and then dive into how growers sell in a carry market.
| In this month's grains and oilseeds episode, Steve Nicholson and Andrew Tasker talk about the challenges and possible solutions to marketing this year's crop before it goes in the ground. |
Rabobank’s recently-developed market analysis tool can help clients along the berry value chain with unique, regional, and seasonal scenario analysis related to the strawberry market. Senior Fruit & Vegetable Analysts Roland Fumasi and David Magaña discuss their 2019 strawberry price outlook – and the strong prospect of higher year-on-year prices – with host Bill Nickrent.
In this episode, Don Close discusses a structural change in the beef cattle industry. Over the last few years, grow yards have become an increasingly important step in beef production. They have gone from being mainly used as residual housing to having a permanent role in the development of feeding cattle. The emergence of grow yards may seem to mark a subtle change in the cattle supply chain, but it will ultimately impact operations in all sectors of the industry in the medium and long term.
As grain producers are changing the supply chain, grain companies need to transform themselves. Steve Nicholson talks with Bill Nickrent about how the industry has changed and what the implications might be for producers.
During the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period of 90 days to allow trade negotiators to proceed in good faith. During that hiatus, Premier Xi agreed to resume importing substantial quantities of US food & agriculture products into China that were largely frozen by both tariff & non-tariff measures. Rabobank’s F&A China industry analyst Lief Chiang joins ACMR G&O analyst Michael Magdovitz to discuss the potential demand pickup from China, strategic aspects of the deal and the near-to-medium impact on soybean prices.
This podcast episode first appeared on our sister channel RaboResearch Agri Commodities.
| California almond production will hit 3bn pounds in the next five years and global demand growth is expected to keep pace. Roland Fumasi and David Magana discuss supply, demand and the new Rabobank baseline model for almonds with Bill Nickrent. |
Early winter weather is affecting harvest and planting in parts of the US. Steve Nicholson and Andrew Tasker look at this – and other issues – all the while keeping an eye out for glimmers of hope in the year ahead.
Plastic packaging for foods and beverages is an active industry. Demand continues to increase despite consumer pushback and companies continue to change hands at an active rate. Xinnan Li talks with Bill Nickrent about trends in the industry, from the products themselves to the industry players who make them.
After nearly two years of anxiety and speculation, the United States, Mexico and Canada have finally agreed on a new NAFTA deal – The United States-Mexico-Canada Agreement. Dairy was a flashpoint during the negotiations, so what has changed now that a tentative agreement has been reached? In this week’s episode, Senior Dairy Analyst Tom Bailey digs into what has come out of the USMCA and how it affects dairy producers and processors around the world.
Steve Nicholson and Andrew Tasker give a rundown of current events. From cotton to the dollar, to grain harvest projections. They also discuss the practical implementation of the USDA’s trade mitigation financial relief package, and at what shifting trade patterns could mean for U.S. beans in the long term.
The impact of recently instated Chinese trade tariffs on the U.S. fruit and tree nut sector will be partially offset by increasing Chinese demand, but U.S. exports to China will decrease. U.S. walnut, mandarin, grape, cherry, and peach exports to China are expected to be hit hardest. Senior Fruit and Vegetable Analysts Roland Fumasi and David Magana discuss the implications with Bill Nickrent.
RaboResearch Grains & Oilseeds Analyst Steve Nicholson and Markets pro Andrew Tasker report on what they’ve seen and heard as they’ve travelled the Midwest this summer and what they’re thinking about from yield curves to droughts and trade wars.
The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets.
This episode originally appeared on our Australian/New Zealand RaboResearch F&A channel.
In a recent visit to Argentina, Stefan Vogel, Adolfo Fontes and Victor Ikeda had an unique opportunity to discuss the G&O and Animal Protein sectors with local players. In this podcast, our analysts present expected trends for the Argentine agribusiness in the coming years.
This week, because our podcast staff is on vacation, we are releasing an episode produced by our sister podcast from Australia. The US is Australia’s biggest lamb export market. It has been growing strongly, but what is driving this? Rabobank’s senior animal protein analyst Angus Gidley-Baird speaks with Rabobank’s US-based senior relationship manager Brent Lahman.
Cheryl Murphy Durzy is the founder and CEO Liberation Distribution (LibDib) and she joins the Raboresearch beverage team to discuss the future of the three tier system. Cheryl started LibDib after years of frustration finding distributors for her family’s wine label. LibDib is a web-based distribution portal that ensures every “maker” in the US has access to distribution and brings suppliers and retailers closer together. In addition to discussing LibDib’s impact on the beverage alcohol marketplace, each member of the panel lays down a prediction for how the three-tier system will evolve over the next 10 years.This episode features: Stephen Rannekleiv, Global Strategist for Beverages; James Watson, Senior Beverage Analyst; Bourcard Nesin, Beverage Analyst; Special Guest, Cheryl Murphy Durzy, CEO and Founder of LibDib
Whether you call it lab-based meat, Tofurkey, or the Impossible Burger, there is no denying that alternative proteins have taken a huge leap forward. Silicon Valley is clamouring to invest in this developing segment, but are consumers willing to accept these new products? On this episode of the RaboResearch Podcast, Senior Analyst Christine McCracken returns to talk about three forms of alternative proteins and what their widespread adoption could mean for the animal protein industry.
Tariffs, planted acres, weather... and what now? Grains & Oilseeds analysts Steve Nicholson and Sam Funk discuss the trends they’re tracking this summer, along with what producers might want to think about as they wait for what’s next.
China’s long-term strategy to strengthen its waste quality policies is expected to reshape the global paper packaging supply chain. The US and Europe in particular will likely be affected, being the two largest exporters of recovered paper to China. In this podcast, our team discusses the implications for each link in the supply chain, from recycling facilities and containerboard players to traders and consumers.
What have 2017 and 2018 meant for table grape volumes and exports, trade implications, and opportunities? And just how relevant are Australia and the US to each other as markets? US Senior Fruit, Vegetable, and Tree Nut Analyst Roland Fumasi and Australian Senior Horticulture Analyst Hayden Higgins compare notes, while also discussing the effects of positive global demand.
Retaining workers in the grueling world of meat and poultry processing has never been easy, but has it ever been this hard?
Between low unemployment rates, new facilities coming online, and a shrinking pool of immigrant labor, some processing facilities are struggling to survive. On this week's show, Senior Analyst, Christine McCracken, offers ideas that can help solve the problem. As with most good advice, many of her lessons are applicable for any business looking to retain agricultural workers.
For more information, check out the original report, “Animal Protein’s Labor Pains” at Research.Rabobank.com
Senior Grain & Oilseed Analyst Sam Funk talks with Bill Nickrent about the effect of the US-China trade dispute on global soybean trade.
Craft spirits are an explosive trend across the world. The craft spirits movement is just starting to emerge, but in virtually every developed economy, there are more distilleries and more craft brands than ever before. Can craft spirits follow the path of craft beer and seize a huge share of the market from mainstream distillers? On this week's episode of Liquid Assets, the team explains why craft spirits will continue to grow, but won’t to be as disruptive to large distillers as craft beer was to macro-breweries. This episode features: Stephen Rannekleiv, Global Strategist for Beverages; Maria Castroviejo, Senior Beverage Analyst; and Bourcard Nesin, Beverage Analyst.
Since peaking in 2015, some California agricultural land prices have since softened. Lower tree nut prices, low capitalization rates for investors, and rising production costs all play a part, but the impending implementation of California’s Sustainable Groundwater Management Act will continue to put additional downward pressure on specific types of property in specific California growing regions, particularly in the San Joaquin Valley. Roland Fumasi, a Senior Agricultural Analyst at Rabobank, gives us his 2018-19 baseline outlook for California agricultural land values for each specific growing region in the state.
In this new monthly recurring feature, Rabobank Senior Grains & Oilseeds Analysts Steve Nicholson and Sam Funk talk about the topics they’re tracking in grains and oilseeds. This month, it’s eight quick hits and one in-depth topic: ag policy.
Rabobank’s resident beer guru Francois Sonneville and the rest of the team sit down to discuss the future of beer and how breweries can deliver for stakeholders and consumers in the face of stagnating volumes. This episode features: Stephen Rannekleiv, Global Strategist for Beverages; Francois Sonneville, Senior Beverage Analyst; Jim Watson, Senior Beverage Analyst; and Bourcard Nesin, Beverage Analyst.
In response to the Trump administration’s tariffs on steel and aluminum, the Mexican government has imposed 10% to 15% tariffs of its own, targeting the U.S. cheese industry, among other sectors. Tom Bailey, Senior Analyst and Executive Director of Dairy at Rabobank, tells us what this means for producers and consumers on both sides of the border.
The potential for an explosive upside move for U.S. wheat prices is high due to record-low hard red winter wheat acres, combined with U.S. Great Plains drought and late spring HRS planting. Senior Grains & Oilseeds Analyst Steve Nicholson talks with Bill Nickrent about the outlook for wheat.
Where do you see the coffee industry in ten years? On this week’s Liquid Assets, the team tackles some difficult questions.
- Could bean-to-cup machines overtake pods and capsules in the next decade?
- Where does unbranded coffee belong in a world of branded beverages?
- NEWS UPDATE: Nestle and Starbucks reach a USD 7bn deal. What does this mean for the industry?
This episode features: Stephen Rannekleiv, Global Strategist for Beverages; Jim Watson, Senior Beverage Analyst; and Bourcard Nesin, Beverage Analyst and special guest Ross Colbert, Global Sector Head - Beverages
This episode was originally released on our new Global Beverages podcast channel Liquid Assets. Subscribe to stay up to date on all the latest developments in the Beverages industry.
Senior Protein Analyst Don Close talks to Bill Nickrent about what he saw on a recent trip to catch up on the beef industry in Australia and how drought conditions and low milk prices are causing stress in the U.S.
They’ve been around for nearly 3,000 years, but dairy alternatives like soy milk and oat milk have only recently been taking market share from conventional dairy. Our senior analyst Tom Bailey tells us how the dairy industry is reacting to its new competition.
Roland Fumasi, Senior Fruit, Vegetables and Tree Nuts Analyst in the US, and Hayden Higgins, Senior Horticulture Analyst in Australia, discuss the Australian and US Almond sectors: What’s been happening over 2017 and 2018 for Almond crop volumes and exports, the impact of the big freeze in California on Almond supply, changing land use in California and expansion of Almond plantings in both Australia and California, the US and China Trade Dispute and what all this means for the industry.
Rabobank’s Global Dairy Strategist, Mary Ledman, looks back at dairy production in 2017, and explores the implications of price support in the European Union and the impact of NAFTA negotiations on US dairy’s market share in Mexico.
Sterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018.
RaboResearch Analyst Xinnan Li discusses her recent research on food packaging and why she believes that stand-up pouches (think Capri-sun) are poised to gain market share over traditional rigid packaging.
In this episode, Bill Nickrent talks to Steve Nicholson about his latest publication "Don't Panic! It's Organic: Opportunities and Challenges in U.S. Organic Grains & Oilseeds".
In the battle between online and brick & mortar food retailers, how can beef ensure a seat at the table? In this podcast episode, senior Animal Protein analyst Don Close discusses his latest report "Food Fight!" on what the trend toward online grocery will mean for the beef industry.
Senior Animal Protein Analyst Don Close talks with Bill Nickrent about production increases, North American export targets and causes for concern in the animal protein outlook for 2018.
Sterling Liddell and Bill Nickrent discuss the current realities of farm economics as well as strategies for recognizing opportunity in the face of economic uncertainty.
Managing Basis to Optimize Margin. Senior Grains and Oilseeds Analyst Steve Nicholson talks with Bill Nickrent about how producers can use basis trading to maximize their profit potential in a tight market.
Bill Nickrent and RaboResearch Senior Protein Analyst Don Close discuss the ten-year outlook for the beef industry and how shifting trends might impact that outlook in the next few years. Don Close is a co-author of the ten-year baseline report with Senior Data Analyst Sterling Liddell.
What are the challenges bottlers face in the light of more dispersed soft-drink portfolios? And how can they be solved? Charlie Clack talks to Francois Sonneville about his latest report, which shows that recently observed consolidation and outsourcing trends are likely to continue.