RaboResearch Food & Agribusiness Australia/NZ: Recent Episodes
Rabobank
Rabobank's RaboResearch Food & Agribusiness team has 90 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.
In this episode, RaboResearch Senior Analysts David Magaña and Michael Harvey catch up to discuss the key findings from the latest Global Avocado Report. The conversation highlights a sector that continues to expand rapidly, driven by strong consumer demand, increasing international trade, and growing production capacity across multiple regions.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Attacks on Ukrainian and Russian ports have disrupted grain exports, moving grain prices up substantially. General Manager of RaboResearch – Australia/New Zealand Stefan Vogel and Senior Macro Strategist Ben Picton discuss the outlook for grains and diesel and whether China can continue to surprise global markets.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, Jen Corkran and Emma Higgins explore the growing dairy-beef opportunity in New Zealand. From sexed semen and genetics to calf rearing, supply chain alignment, and the new Fonterra-Silver Fern Farms programme, they discuss how better breeding decisions could unlock more value from nearly two million surplus dairy calves annually.
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In this episode, Michael Harvey and Emma Higgins discuss the release of RaboResearch's World Dairy Map 2026, exploring how global dairy trade is evolving. The conversation examines why cheese has emerged as the standout growth engine of global dairy trade, the implications of China's changing import demand, and how growth opportunities are increasingly shifting toward Southeast Asia, the Middle East, and Latin America.
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In this episode, RaboResearch analyst Vítor Pistóia takes listeners around the country to assess current crop conditions and the outlook for the 2026/27 season. While a delayed seasonal break and persistent dryness across parts of the East Coast raised early concerns, recent rainfall has greatly improved conditions in many key growing regions. With adequate crop establishment, improved soil moisture reserves, and production prospects on the rise, Australia is shaping up for another solid season, assuming El Niño remains at bay.
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Emma Higgins and Jen Corkran review New Zealand's agricultural outlook, highlighting record dairy production, strong beef and lamb prices, and improving farm profitability. They discuss global supply and demand trends, ongoing fertiliser and input cost pressures, and the growing likelihood of El Niño conditions shaping production risks and opportunities.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird discuss the latest developments in global fertiliser markets, exploring why nitrogen prices remain under pressure amid improving supply while phosphate and potash markets continue to be supported by tighter fundamentals.
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Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the July Reserve Bank of New Zealand meeting, the recent memorandum of understanding between the United States and Iran, and the outlook for NZ interest rates. Jen and Ben delve into what the RBNZ signalled about the future path of the official cash rate, what indicators they will be watching, and what factors could change their thinking.
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RaboResearch's North America head of crop research, Steve Nicholson, unpacks recent US acreage shifts, which moved prices. US wheat plantings in 2026 have hit the lowest level in over 100 years. Meanwhile, US cotton area has recovered from last year's ten-year low but only marginally, and dryness might prevent more acres from being harvested than usual. The shocker for Australian farmers might be the jump in Canada's canola acreage.
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Prices remain at record highs, and lamb and sheep slaughter numbers are dropping. How low can they go, and what does this mean for future lamb and sheep production? Angus Gidley-Baird chats with New Zealand analyst Jen Corkran about the Australian, New Zealand, and global sheep markets.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, RaboResearch analysts Vítor Pistóia and Oscar Tjakra dive into the outlook for palm oil markets through 2031. They discuss supply constraints, rising biodiesel demand, and why palm oil prices are likely to remain elevated over the coming years.
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Angus Gidley-Baird and Jen Corkran break down the latest New Zealand sheepmeat story: a tale of strong prices, tightening supply, shifting export dynamics, and a level of optimism they haven't seen in a while. With China taking a smaller slice and key markets stepping up, is this the reset the sector's been waiting for?
They also unpack what's next – from winter slowdown to spring lambing – and the key risks producers shouldn't ignore. Sheepmeat chat never looked so good.
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Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the May Reserve Bank of New Zealand meeting and the New Zealand budget. They unpack what happened at the RBNZ meeting, how the economy is performing, what is happening with the budget balance, and what it all might mean for the official cash rate and term interest rates.
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Trade disruptions, conflict in the Middle East, a lower global beef supply, and record-high Australian beef production. What does it all mean for the Australian cattle market and Australian cattle producers? Angus Gidley-Baird speaks with Jen Corkran following the release of the 2026 Australian beef seasonal outlook.
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Emma Higgins and Jen Corkran dive into New Zealand's extraordinary 2025/26 dairy season and discuss what lies ahead. They explore the 2026/27 outlook – where resilient supply, uncertain global demand, and rising on-farm costs collide.
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In this episode, Michael Harvey and Emma Higgins unpack the key forces shaping the Australian dairy sector as processors prepare to set opening milk prices for the new season by the June 1 deadline.
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In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley Baird explore the start of Australia's 2026/27 winter cropping season. The discussion highlights an uneven seasonal start and a shift in crop mix, with growers moving away from wheat toward canola, barley, and pulses in response to margin pressure and shifting risk-reward profiles.
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Join RaboResearch Senior Market Strategist Ben Picton as he examines changes in the Australian federal budget affecting the agriculture space and compares Treasury's forecasts to those from the RBA. Where is the economy headed, and what might that mean for the cash rate?
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Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they unpack the rapid changes that are underway in the global economic system. Mike takes us through his concept of "America Perestroika," whereby the United States under Donald Trump is seeking to shift from a consumption-based economy to a production-based economy with a national security overlay. We explore what these changes mean for the global economy, why it is happening, and where the challenges and opportunities may lay for commodity producers in New Zealand and Australia.
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Join RaboResearch analysts Paul Joules and Vítor Pistóia as they review how Australian farmland values performed in 2025 and explore the forces that could influence land prices moving forward.
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Food prices remain one of the most visible – and frustrating – parts of Australia's inflation story. In this episode, analysts Michael Harvey and Paul Joules focus on where food inflation actually stands today, how it differs across categories, and what matters most looking forward.
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Rabobank's Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production. As Brazil relies heavily on long‑distance truck transport to move agricultural products inland, logistics costs can negatively impact Brazilian farm margins.
Sugar prices have been on a roller-coaster ride in recent weeks, and Andy explains why the high probability of an El Niño event is a key price driver to watch.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Emma Higgins and Jen Corkran unpack the seasonal shift now reshaping New Zealand dairy and livestock markets, with topics ranging from farmgate conditions to the market signals that may define the months ahead.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan about the impacts this quota may have on China and the current state of the Chinese beef market.
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Agriculture Analyst Paul Joules chats with Bruno Fonseca, Senior Farm Inputs Analyst and recent lead author of RaboResearch's latest Semiannual Fertilizer Outlook, to discuss the key impacts of the Middle East crisis on global fertilizer markets.
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In this episode, RaboResearch analyst Vítor Pistóia unpacks the early signals for Australia's 2026/27 winter crop, drawing on what's being said on the ground. The discussion looks at seasonal conditions and shifting area decisions, alongside the growing impact of high input costs, particularly nitrogen fertiliser, on crop choice and margins.
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One year on from his visit Down Under, US-based RaboResearch Senior Dairy Analyst Lucas Fuess reconnects with RaboResearch Australia's Senior Dairy Analyst Michael Harvey to take stock of how the US dairy sector has evolved and what it means for Australia and New Zealand. Their conversation revisits the structural themes identified during Lucas' earlier tour of Australia and New Zealand and explores how those insights stack up against developments in the US dairy sector today.
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RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz. While global crude prices have been highly volatile, diesel prices in Australia and New Zealand remain elevated to attract the needed import volumes. RaboResearch Economic Strategist Ben Picton explains the implications for inflation, consumers, interest rates, and currencies.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz. While global crude prices have been highly volatile, diesel prices in Australia and New Zealand remain elevated to attract the needed import volumes. RaboResearch Economic Strategist Ben Picton explains the implications for inflation, consumers, interest rates, and currencies.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, as he chats with Andy Duff, RaboResearch's Global Sugar Strategist based in Brazil, and Charles Hart, Senior Commodity Analyst in London, for a truly global discussion of the sugar market outlook. How much do high oil prices translate into higher Brazilian gasoline prices, and by how much will Brazilian sugar mills switch from sugar production to ethanol? What other fundamental factors are driving the global sugar surplus in 2026? Tune in to find out!
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Australia's farm sector is feeling the ripple effects of the escalating Middle East conflict. In this episode, Stefan Vogel leads a discussion with the team on the latest energy and fertiliser supply shocks – and how they are pushing up input costs and squeezing margins for Australian growers.
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Michael Harvey and Lambert van Horen discuss the latest global greenhouse trends, highlighting shifts in supply, demand, and cost structures across major horticultural regions. They explore how energy prices, sustainability pressures, and evolving consumer behaviour are reshaping investment decisions for growers worldwide.
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No matter where you're at in your farm business, it's never too early to start thinking about succession. In this episode of RaboElevate, Rabobank's Skye Ward sits down with Isobel Knight from Proagtive, drawing on her 25 years of experience working with farming families in succession planning. From how to start the process, to creating the appropriate forum for these discussions, Isobel shares why structure and communication are key – and how, in her experience, these conversations can actually deepen family relationships.
Disclaimer: This publication is not a RaboResearch publication and is for information purposes only. The contents of this publication are general in nature and do not take into account your personal objectives, financial situation or needs. As such, the contents of this publication do not constitute advice and should not be relied upon as a basis for any financial decisions. Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446 (collectively referred to as, 'Rabobank Australia') recommend that you seek independent financial advice from your accountant or financial adviser before making any financial decisions related in any way to the contents of this publication. The information and opinions contained in this publication have been compiled or arrived at from sources believed to be reliable. Any opinions, forecasts or estimates made are reasonably held, based on the information available at the time of publication and there can be no assurance that future results or events will be consistent with any such opinions, forecasts or estimates. All opinions expressed are subject to change at any time. No representation or warranty, either expressed or implied, is made or provided as to the accuracy, reliability or completeness of any information or opinions contained within the publication. You should make your own inquiries regarding the contents of this publication. Rabobank Australia does not accept any liability for any loss or damage arising out of any error or omission in the publication or arising out of any reliance or use of this publication or its contents or otherwise arising in connection therewith. This publication may not be reproduced or distributed in whole or in part, except with the prior written consent of © Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446, as part of the Rabobank Group.
Jan Lambregts, Head of Global Economics Research for Rabobank, discusses the impact of the war in Iran and wider geopolitical implications on Australia's and New Zealand's economy and agriculture.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
The Australian Horticulture Statistics Handbook 2024/25 has been released, providing an ideal opportunity for Michael Harvey and Jen Corkran to reflect on the key trends shaping the industry. The report offers a snapshot of the sector's performance and highlights broad-based strength across the sector, with several categories achieving record growth.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this third episode of our six-part RaboElevate series, Dr Robin Stonecash sits down with John Francis from Agrista to talk about benchmarking in farm businesses. With more than 30 years in the game, John shares how the top producers he works with use benchmarking to turn their raw farm and financial data into meaningful information. And how this process helps shift from reactionary to anticipatory decision-making to help stay ahead of the game.
Disclaimer: This publication is not a RaboResearch publication and is for information purposes only. The contents of this publication are general in nature and do not take into account your personal objectives, financial situation or needs. As such, the contents of this publication do not constitute advice and should not be relied upon as a basis for any financial decisions. Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446 (collectively referred to as, 'Rabobank Australia') recommend that you seek independent financial advice from your accountant or financial adviser before making any financial decisions related in any way to the contents of this publication. The information and opinions contained in this publication have been compiled or arrived at from sources believed to be reliable. Any opinions, forecasts or estimates made are reasonably held, based on the information available at the time of publication and there can be no assurance that future results or events will be consistent with any such opinions, forecasts or estimates. All opinions expressed are subject to change at any time. No representation or warranty, either expressed or implied, is made or provided as to the accuracy, reliability or completeness of any information or opinions contained within the publication. You should make your own inquiries regarding the contents of this publication. Rabobank Australia does not accept any liability for any loss or damage arising out of any error or omission in the publication or arising out of any reliance or use of this publication or its contents or otherwise arising in connection therewith. This publication may not be reproduced or distributed in whole or in part, except with the prior written consent of © Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446, as part of the Rabobank Group.
Angus Gidley-Baird speaks with Wagga Rural manager Georgia Twomey on the state of the Australian lamb market and the increased popularity of feedlotting lambs.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, RaboResearch analysts Vítor Pistóia and Ben Picton unpack the relevance of the recent conflict involving Iran and the wider Persian Gulf. They explore how heightened regional risk could affect energy and agricultural supply chains and what this means for farm input costs and inflation.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Excellent grass conditions have supported surging milk supply in New Zealand. Meanwhile in Australia, conditions are significantly drier, and the milk price is more stable. Michael Harvey and Emma Higgins discuss a tale of two dairy markets Down Under.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this RaboElevate episode, we turn the tables and tap into Dr Robin Stonecash's extensive experience in negotiation. Join Rabobank's Skye Ward as she uncovers the fundamental rules of negotiation, how to anchor a negotiation and why it isn't always about the "yes". Packed with practical tips, this episode discusses how preparation and an understanding of your counterparty can help get to that handshake.
Disclaimer: This publication is not a RaboResearch publication and is for information purposes only. The contents of this publication are general in nature and do not take into account your personal objectives, financial situation or needs. As such, the contents of this publication do not constitute advice and should not be relied upon as a basis for any financial decisions. Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446 (collectively referred to as, 'Rabobank Australia') recommend that you seek independent financial advice from your accountant or financial adviser before making any financial decisions related in any way to the contents of this publication. The information and opinions contained in this publication have been compiled or arrived at from sources believed to be reliable. Any opinions, forecasts or estimates made are reasonably held, based on the information available at the time of publication and there can be no assurance that future results or events will be consistent with any such opinions, forecasts or estimates. All opinions expressed are subject to change at any time. No representation or warranty, either expressed or implied, is made or provided as to the accuracy, reliability or completeness of any information or opinions contained within the publication. You should make your own inquiries regarding the contents of this publication. Rabobank Australia does not accept any liability for any loss or damage arising out of any error or omission in the publication or arising out of any reliance or use of this publication or its contents or otherwise arising in connection therewith. This publication may not be reproduced or distributed in whole or in part, except with the prior written consent of © Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446, as part of the Rabobank Group.
To mark New Zealand's National Lamb Day in February, Jen Corkran joins Angus Gidley‑Baird to celebrate New Zealand lamb and the people behind it, before sharing a RaboResearch update on current sheepmeat market dynamics and key themes for farmers.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Australia's foodservice sector is back in growth mode – but not in the way it used to be. The recovery is uneven, consumers are value‑driven, and the competitive terrain is reshaping as quick-service restaurant giants pull ahead. Michael Harvey and Jen Corkran join teams to discuss his recent report.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Michael Harvey is privileged to have JP Frossard join the podcast to explore why the MAHA‑influenced US dietary guidelines are largely positive for Australia and New Zealand.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join Paul Joules and Vitor Pistoia as they discuss the key factors RaboResearch expects to shape Australia's grain, oilseed, and cotton markets in 2026.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join Angus Gidley-Baird and Ben Picton as they review the Reserve Bank of Australia's February decision. Are we headed for more rate hikes in 2026? And what factors could influence the RBA to hike or hold?
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode of our RaboElevate podcast series, Dr Robin Stonecash sits down with Professor Richard Hall to discuss what Clear Leadership means for farm businesses. Leadership isn't just a trait – it is a skill that can be learned, practiced and improved on. Through practical insights, this episode explores how Clear Leadership can help you lead with purpose, improve communication and harness the potential of one of your greatest assets: your people.
Disclaimer: This publication is not a RaboResearch publication and is for information purposes only. The contents of this publication are general in nature and do not take into account your personal objectives, financial situation or needs. As such, the contents of this publication do not constitute advice and should not be relied upon as a basis for any financial decisions. Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446 (collectively referred to as, 'Rabobank Australia') recommend that you seek independent financial advice from your accountant or financial adviser before making any financial decisions related in any way to the contents of this publication. The information and opinions contained in this publication have been compiled or arrived at from sources believed to be reliable. Any opinions, forecasts or estimates made are reasonably held, based on the information available at the time of publication and there can be no assurance that future results or events will be consistent with any such opinions, forecasts or estimates. All opinions expressed are subject to change at any time. No representation or warranty, either expressed or implied, is made or provided as to the accuracy, reliability or completeness of any information or opinions contained within the publication. You should make your own inquiries regarding the contents of this publication. Rabobank Australia does not accept any liability for any loss or damage arising out of any error or omission in the publication or arising out of any reliance or use of this publication or its contents or otherwise arising in connection therewith. This publication may not be reproduced or distributed in whole or in part, except with the prior written consent of © Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446, as part of the Rabobank Group.
In this special episode of our six-part RaboElevate podcast series, Executive Development Program (EDP) past participant Bonita Koch sits down with Program Director Dr Robin Stonecash to reflect on how one powerful comment changed the trajectory of her dairy business. From repositioning to premium A2 protein milk and, more recently, their shift towards circularity, Bonita's story is one of innovation and resilience – sprinkled with learnings from the program on negotiation, goal setting and the importance of looking after yourself.
Disclaimer: This publication is not a RaboResearch publication and is for information purposes only. The contents of this publication are general in nature and do not take into account your personal objectives, financial situation or needs. As such, the contents of this publication do not constitute advice and should not be relied upon as a basis for any financial decisions. Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446 (collectively referred to as, 'Rabobank Australia') recommend that you seek independent financial advice from your accountant or financial adviser before making any financial decisions related in any way to the contents of this publication. The information and opinions contained in this publication have been compiled or arrived at from sources believed to be reliable. Any opinions, forecasts or estimates made are reasonably held, based on the information available at the time of publication and there can be no assurance that future results or events will be consistent with any such opinions, forecasts or estimates. All opinions expressed are subject to change at any time. No representation or warranty, either expressed or implied, is made or provided as to the accuracy, reliability or completeness of any information or opinions contained within the publication. You should make your own inquiries regarding the contents of this publication. Rabobank Australia does not accept any liability for any loss or damage arising out of any error or omission in the publication or arising out of any reliance or use of this publication or its contents or otherwise arising in connection therewith. This publication may not be reproduced or distributed in whole or in part, except with the prior written consent of © Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446, as part of the Rabobank Group.
Australian agriculture is starting 2026 from a position of high ground despite the uncertainty and volatility. 2025 proved to be a good, or better, year for most regions and commodities, placing many businesses in a better position heading into an uncertain 2026.
In this episode, RaboResearch's Australia team discusses the economic and commodity outlook for Australia and concludes: 'While geopolitics is definitely setting the tone for 2026 and there remains the ever present uncertainty with trade and weather, Australian producers should feel confident they are in a strong position to deal with any headwinds'.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In recent years, Brazil's corn ethanol output has expanded to well over one-quarter of the country's total ethanol production. With additional projects expected to come on line over the next three to five years, corn ethanol is likely to account for more than one-third of national ethanol output. From 2026 onward, and likely for the following five years, Brazil's ethanol market appears well supplied. For sugar producers, this reduces the flexibility to divert larger volumes of sugarcane into ethanol production when sugar prices are low. Andy Duff, Head of RaboResearch Food & Agribusiness – South America, discusses the implications for sugar supply and prices with Stefan Vogel, General Manager of RaboResearch Australia and New Zealand.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Global politics, shifting markets, unpredictable weather, and fast‑moving trade dynamics – 2026 may reshape the game for New Zealand agribusiness. Emma Higgins and Jen Corkran break down the big forces, sector outlooks, and developments farmers, growers and industries should watch as the year unfolds.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
For many years, Brazil has been a major exporter of a wide range of agricultural commodities. This competitiveness puts pressure on export markets in Australia and New Zealand, ultimately influencing prices at the farmgate. Andy Duff, Head of RaboResearch Food & Agribusiness – South America, discusses the 2026 outlook for Brazilian agricultural commodities and the resulting impacts on New Zealand and Australia with Stefan Vogel, General Manager of RaboResearch Australia & New Zealand.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, Pia Piggott speaks with Eric Gibson, Crop Production Sustainability Analyst, and Charlotte Talbott, Animal Agriculture Sustainability Analyst, about their latest report, Straight From the Field, looking at sustainability insights from US beef, dairy, and crop producers.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
According to the recent RaboResearch report Adapting to change: Strategies for EU dairy processors amid milk supply decline, EU milk supply is projected to fall over the medium term. Michael Harvey chats with author and Senior Dairy Analyst Tom Booijink to discuss the drivers of the expected contraction and what it means for global dairy markets.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Europe's energy sector is transitioning, and demand for different types of alternative fuels is changing. These shifts impact Australia's canola exports for Europe's biofuel sector. In this episode, Global Energy Transition Strategist Susan Hansen, who is based in the Netherlands, unpacks these trends in a conversation with Stefan Vogel, General Manager of RaboResearch Australia & New Zealand.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
On 31 December the Chinese government announced new beef import quotas. Angus Gidley-Baird and Stefan Vogel chat through the potential implications for the Australian and New Zealand beef industries.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Global wine and beer markets are experiencing structural and cyclical demand changes, including influences from generational changes, weight-loss drugs, alternative drinks like hard seltzers and ready-to-drink cocktails, as well as cannabis. In this podcast, US-based Global Beverages Strategist Steve Rannekleiv unpacks these trends in a conversation with Stefan Vogel, General Manager of RaboResearch Australia & New Zealand.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Geopolitics has impacted markets and trade relationships significantly in 2025, and the expectations for 2026 is that there is more to come that will impact New Zealand, Australia, and the world. In this podcast, Asia-based Global Strategist Michael Every unpacks these trends with Stefan Vogel, General Manager of RaboResearch Australia & New Zealand.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Farm inputs remain a critical focus for farmers worldwide. In this conversation, US-based Global Farm Inputs Strategist Steve Nicholson shares his insights on key fundamentals and the geopolitical forces shaping fertilizers and agrochemicals. He also explores the latest trends in machinery, the transformative role of artificial intelligence, and global developments in farmland values. Joining him for this discussion is Stefan Vogel, General Manager of RaboResearch Australia & New Zealand.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
2025 was a dynamic year for global grain & oilseed markets, and 2026 promises to be just as compelling. In this podcast, US-based Global Grain & Oilseed Strategist Steve Nicholson shares his perspective on grain market fundamentals, key points to watch, geopolitical influences, biofuel trends, farm subsidies, and margin outlooks. Joining him is Stefan Vogel, General Manager of RaboResearch Australia & New Zealand.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In the lead-up to the busiest shopping period for Australian seafood, Angus Gidley-Baird speaks with RaboResearch seafood analysts Gorjan Nikolik and Novel Sharma on the outlook for global seafood markets in 2026.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join Paul Joules as he chats with Doriana Milenkova, Senior RaboResearch Analyst – Farm Inputs and Sugar, and Barend Bekamp, Senior RaboResearch Analyst – Food and Agriculture, about the key insights and themes from their visit to Europe's leading agritech trade show, Agritechnica 2025.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Weight-loss drugs have gained momentum in several of Australia and New Zealand's key export destinations, and usage is growing locally. Join Stefan Vogel, General Manager RaboResearch – Australia and New Zealand, and Julia Buech, Senior Consumer Foods Analyst, as they discuss the implications and strong changes these trends bring to the food industry – all the way to farm products like sugar, meat, and fresh produce.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join RaboResearch's Senior Market Strategist Ben Picton as he unpacks the RBA's December cash rate decision. The cash rate was left unchanged at 3.60% this time, but what is the outlook for the months ahead, and how will trends in inflation and the jobs market influence RBA decision-making?
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, Michael Harvey speaks with Pia Piggott about the latest from RaboResearch's Australian almond outlook.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, Pia Piggott speaks with Senior Commodity Analyst Charles Hart about the outlook for the global sugar market from RaboResearch's Agri commodity outlook 2026.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, RaboResearch analyst Vítor Pistóia talks with Rabobank account managers to give an update on Australia's winter grain harvest. Together, they unpack the trends in grain yield and quality for the 2025/26 season and how market strategies may play out for an above-average crop. While large stocks pressure wheat and barley prices, the direction of the canola market hinges on geopolitics.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Paul Joules is joined by Bruno Fonseca, our Brazil-based senior economist and lead author of RaboResearch's Semiannual Fertilizer Outlook report. Together, they explore the key factors driving global fertilizer prices.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join Angus Gidley-Baird for a chat with Jen Corkran as they wrap up a record-setting year for New Zealand red meat and unpack the global signals shaping 2026. Discover what various trends – ranging from farmgate pricing to export markets and consumer demand – might mean for New Zealand's sheep and beef farming sector heading into 2026.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Jen Corkran speaks with Angus Gidley-Baird to take a look back on the Australian red meat market for 2025 and discuss what he expects the markets to look like in 2026.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Paul Joules and Vítor Pistóia return with a new RaboResearch podcast, diving into the key price drivers of grain, oilseed, and cotton markets.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this bonus episode, special guest Mitchell Murphy from our Fraud and Financial Economic Crime team talks to us about fraud and scams. He covers why it is important to recognise them and offers some tips on how to do it.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
RaboResearch analysts Michael Harvey and Paul Joules are in the studio to unpack the latest Australian quarterly food inflation number following the latest release from the Australian Bureau of Stastics. Is there relief for consumers, or is more sticker shock to come?
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join RaboResearch's Senior Market Strategist Ben Picton as he takes you through the Reserve Bank of Australia's November cash rate decision. Ben unravels the RBA's thinking about the state of the economy and what resurgent inflation pressures could mean for the cash rate in the months ahead.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, RaboResearch analysts Pia Piggott and Vítor Pistóia examine the long-term shifts shaping the global pulses market. They break down supply and demand trends, trade disruptions, and competitive pressures across key regions, including Canada, India, China, Europe, and Australia, offering a comprehensive view of how global dynamics are influencing pulse production and export strategies.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Following the release of a new report, Angus Gidley-Baird talks with Jen Corkran about increasing volatility in Australian livestock markets, what is causing it, and how it can be managed.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Emma Higgins and Jen Corkran discuss their two recently released RaboResearch reports on what dairy-beef means for New Zealand farmers, processors, and industry players and why now is the time to act. With global case studies and practical takeaways, this episode is packed with insights for anyone along the dairy and beef value chain.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, Pia Piggott speaks with Gonzalo Salinas about the latest global trends in table grape production and trade. Drawing from a recent RaboResearch table grape report, they explore how key markets are evolving, which countries are leading the export race, and what the future holds for growers and in the table grape sector.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, RaboResearch analysts Paul Joules and Vitor Pistoia discuss the outlook for Australia's 2025/26 winter crop season. They unpack production figures, regional weather impacts, and price expectations for wheat, barley, canola, and pulses, as well as farm inputs.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
With production reaching a peak, China’s pork industry is changing its focus from scale to efficiency. In this episode, Angus Gidley-Baird speaks with RaboResearch Senior Animal Protein Analyst and author of the recent report China’s pork industry refocuses from scale to efficiency Chenjun Pan.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join RaboResearch's Doriana Milenkova, a senior farm inputs specialist based in the Netherlands, and Paul Joules as they explore the EU's Carbon Border Adjustment Mechanism and its potential impact on the fertilizer industry.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
RaboResearch analyst Paul Joules welcomes three special guests: Jen, from a New South Wales farming business; Greg, Director of Outlook Ag Pty Ltd and part of a family farming partnership; and Nick Pearce, senior manager for major agribusiness clients in New South Wales. Together, they share firsthand insights into the rapidly expanding Brazilian cotton industry, following Rabobank’s recent cotton tour in Brazil.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Emma Higgins and Jen Corkran unpack the latest trends in New Zealand’s agricultural markets, from record beef and lamb prices to global dairy supply pressures. They also dive into fertiliser, freight, and interest rate shifts shaping the outlook for farmers this spring.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join Pia Piggott and Ben Picton as they delve into the RBA’s September cash rate decision. What is on the horizon for the Aussie economy, and what could that mean for interest rates in the months ahead?
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Wool prices in Australia have been on the rise lately, following a period of sideways trading for much of the year. Join Angus Gidley-Baird and Paul Joules as they discuss what's driving recent price action.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode, Vítor Pistóia, Senior Grains & Oilseeds Analyst at RaboResearch, is joined by special guests Ryan Hetherington, Deputy Regional Manager for Western Australia, and Ian Donaldson, Senior Manager in the Rural Valuations team, to unpack the insights from Rabobank’s East Meets West grain tour. Held over six days in Western Australia’s Midwest region, the tour brought together growers from Australia and New Zealand to the local industry to explore how grain producers are successfully farming in a low-rainfall zone dominated by sandy soil. The tour offered a unique opportunity to learn about the challenges and innovations shaping grain production in this part of the country.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join Jen Corkran and Ben Picton as they take a look at what’s happening in the New Zealand economy and discuss the outlook for interest rates and the Kiwi dollar.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join RaboResearch Senior Grains & Oilseeds Analyst Vítor Pistóia and Director of Agribusiness Risk Treasury Management Theo Saroukos as they dive into wheat market dynamics and explore possible price direction ahead of the Australian 2025/26 harvest.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Milk supply fundamentals have subtly shifted, challenging the market’s balance. Emma Higgins and Michael Harvey take a look at the global dairy market, where growth in milk production across most major dairy export regions has accelerated.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In the thick of bull-selling season, Animal Protein Analyst Angus Gidley-Baird looks at current sale numbers and puts them in context with other slaughter data and cattle prices. Rural managers Ivan Liley and Max David join the podcast to talk about bulls sales in their local areas of Albury and Armadale.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Analysts Jen Corkran and Emma Higgins break down the latest market movements, export trends, and input cost dynamics in this month’s agribusiness monthly for New Zealand. Spring 2025 has brought a surge in agribusiness prices across New Zealand, with beef and lamb hitting record highs amid tight supplies and strong global demand. Dairy margins remain stable, but demand uncertainty and a La Niña weather pattern may loom.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join RaboResearch’s Jen Corkran and Angus Gidley-Baird in conversation with Phil Edkins, Head of Relationship Management – Southern WA, as they unpack key takeaways from the recent Rabobank Sheep & Wool Knowledge Tour to Western Australia. With 21 clients from across New Zealand and Australia, the team toured the Great Southern region of Western Australia visiting leading farm businesses and key industry bodies. From genetics to markets – and meat to wool – the conversation highlights the insights, innovations, and the value of cross-Tasman collaboration.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Australian sheep prices have hit record levels, largely a result of the expectation that there will be a reduction in sheep and lamb supply. Angus Gidley-Baird chats with Paul Joules about the current state of the Australian sheep market and some of the factors that will influence it over the coming months.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Join RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird as they unpack the positive turnaround in Australia’s grain crop and examine the direction of global markets, with the Northern Hemisphere harvest progressing and supply-demand dynamics pressuring prices.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
With hints that the US might be on the verge of rebuilding its cattle herd, RaboResearch Australia and New Zealand analysts Angus Gidley-Baird and Jen Corkran chat with US analyst Lance Zimmerman on the current state of the US cattle market and what US demand and beef supply looks like heading into the second half of the year.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
China’s dairy industry is undergoing a significant transformation. Senior Dairy Analyst Michael Harvey is joined by Michelle Huang to unpack the changes taking place and explore what it all means for the global dairy market.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner and Sustainability Analyst Anna Drake as they discuss the true costs of fast fashion and how growing focus on circularity could shape opportunities for natural fibre markets.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join RaboResearch analysts Vítor Pistóia and Paul Joules as they discuss how the Australian 2025/26 winter crop is developing and how macroeconomic conditions are evolving ahead of the sowing period.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join RaboResearch oilseed analysts as they unpack how evolving US biofuel mandates and global geopolitics are reshaping oilseed, vegetable oil, and meal markets. A surprising policy shift in the US has sent ripples across the globe, offering long-term demand support to the oilseed industry — assuming all else remains equal.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Jen Corkran and Ben Picton as they dissect the RBA and RBNZ’s July interest rate decisions. Jen and Ben discuss what’s keeping central bankers in each country up at night and what we can expect in the months ahead for interest rates.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Anna Drake and Ben Picton as they explore the conclusions of a recent RaboResearch report on Australian economic statecraft. They delve into what economic statecraft is, how it differs from business-as-usual economics, and what it might mean for agriculture in the years ahead.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Anna Drake and David Magaña as they discuss the latest dynamics and developments in global avocado markets.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry conference. RaboResearch GM Stefan Vogel joins Michael to discuss what Iran, the US, and China mean for New Zealand and Australia.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Emma Higgins and Michael Harvey discuss the outlook for farmgate milk prices in New Zealand and Australia as we enter the 2025/26 season and the global market fundamentals that are shaping them.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, and farm inputs analyst Paul Joules as they explore how the escalating conflict in the Middle East could impact urea prices in Australia and New Zealand.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Angus Gidley-Baird presented at the Australian Brahman Breeders Association conference in Katherine, NT in late May, and in this podcast, he chats with Rural Manger Barry Gerschwitz about the northern cattle market and the role that Brahman cattle play in the region.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Emma Higgins and Jen Corkran team up again with a timely update from New Zealand focusing on emerging animal health concerns around the globe and the key biosecurity risks that could have implications for New Zealand’s livestock and dairy sectors.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
The RBA is off and cutting, but what is the outlook for the road ahead? Join Rabobank’s Andrew Walker and Daker Pern as they chat with Senior Market Strategist Ben Picton about what is happening in interest rate markets.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this episode, senior dairy analysts Emma Higgins and Lucas Fuess share some of the key highlights from their recent tour across New Zealand. From discussions on US dairy growth to the interplay with New Zealand, Lucas offers insights into the US dairy industry.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this episode, Emma Higgins and Jen Corkran share some of the key highlights from the Taste of the Land dinner series across New Zealand they recently joined. From discussions on dairy and red meat to reflections on the broader macroenvironment in 2025, Emma and Jen offer insights into what’s shaping the agri-food sector in NZ right now.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, and New York-based RaboResearch Global Beverages Strategist Steve Rannekleiv as they unpack structural and cyclical wine consumption challenges, whether New Zealand and Australia could benefit from US trade friction with the EU, and how this stacks up to the global production outlook.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Anna Drake and Vitor Pistoia as they unpack Australia’s 2025/26 winter crop outlook, exploring shifting markets, variable growing conditions, and evolving weather forecasts.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
US-based Senior Dairy Analyst for RaboResearch Lucas Fuess takes time to discuss the key takeaways from the knowledge-sharing events he's attended during his visit to Australia and New Zealand. There is plenty happening in the US dairy industry, with some ripple effects felt here.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Paul Joules and Vítor Pistóia as they do a deep dive into the USDA's May WASDE figures, shedding light on what the 2025/26 season may bring to the global G&O and cotton markets.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Recording at World Angus Forum's expo in Tamworth, RaboResearch Senior Animal Protein Analyst Angus Gidley-Baird speaks with relationship managers Duncan Whan from Armidale and Ivan Liley from Albury about the state of the cattle market in their regions and the evolution of the Angus breed.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join RaboResearch analyst Paul Joules and senior analyst Vítor Pistóia as they discuss Australian farmland prices and RaboResearch's expectations for the year ahead.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join commodities and farm input analyst Paul Joules and senior grains & oilseeds analyst Vitor Pistoia as they dive into the key factors influencing urea prices.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Angus Gidley-Baird and Jen Corkran talk through the current Australian and New Zealand lamb markets and a couple of things to look out for in the coming months.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Anna Drake and Pia Piggott as they discuss how Australia's mandatory climate-related financial disclosure regime could impact agriculture.
Disclaimer: This publication is for information purposes only and is general in nature. The information is this publication is not legal advice, financial advice or accounting advice. The information and opinions contained or made in this publication have been compiled or arrived at from sources available at the time of publication that we believe to be reliable and current. Whilst we have attempted to reflect the matters within this publication accurately and comprehensively, we make no representation or warranty, either expressed or implied, as to the accuracy, reliability or completeness of any information or opinions contained within the publication. As such, the contents of this publication should not be relied upon as a basis for any decisions. You should make your own inquiries and obtain independent legal, accounting and/or financial advice regarding the contents of this publication. We do not accept any liability for any loss or damage arising out of any error or omission in the publication or arising out of any reliance or use of this publication or its contents or otherwise arising in connection therewith. This publication may not be reproduced or distributed in whole or in part, except with the prior written consent of © Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446.
Join Vítor Pistóia and Ben Picton as they explore the recent US tariffs affecting numerous countries, including Australia and New Zealand. Announced on 'Liberation Day', these tariffs could have significant short- and long-term impacts on the global economy and many farming sectors, such as beef, sheepmeat, wool, grains, and cotton.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Vitor Pistóia and Paul Joules as they discuss the USDA's new report on US planting expectations, highlighting significant drops in cotton, wheat, and soybean area, and the impact of geopolitics and weather on global agricultural markets at the start of 2025.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this podcast Michael Harvey and Pia Piggott discuss how a chaotic period of disruption has transformed the Australian food market. They also get into some the considerations for suppliers in this new normal.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
South and Southeast Asian demand for grains and oilseeds is growing, and Australia is well placed as a key exporter. The rising demand is on the back of population growth, growing GDP per capita, and geographical proximity. Nonetheless, new trade dynamics and local agricultural policies create some challenges that need to be addressed.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Jan Lambregts, Head of RaboResearch Global Economics & Markets, and Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discuss the changing geopolitical landscape, how US tariffs are a tool used way beyond just balancing trade, and how this might impact Australia’s and New Zealand’s food and agricultural sectors.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Michael Harvey is joined by Emma Higgins to unpack her report comparing milk production costs in key regions. Costs have lifted across the board for most key producing regions. China has become more cost-competitive, while Oceania has the lowest costs. The next decade will see more expensive and variable operating costs, making cost control crucial for dairy producers to survive future challenges.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
As we step into the New Zealand autumn with a promising outlook in farmgate pricing, Jen Corkran and Emma Higgins discuss the first agribusiness monthly report of 2025 titled Harvesting autumn opportunities. Hear some valuable insights and opportunities, along with key points to keep an eye on this season.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Michael Harvey is joined by Senior Dairy Analyst Lucas Fuess from the US to unpack his report looking at the wave of cheese production capacity coming down the pipeline in the US. The team discuss the who, where, and why driving this investment, and look at what it might mean for Australian and New Zealand dairy sectors. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Senior Macro Strategist Ben Picton and Commodities and Farm Inputs Analyst Paul Joules as they discuss the major factors influencing both domestic and international cotton prices.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Specialist Lambert van Horen to discuss the latest trends in the global greenhouse industry.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Waves of US import tariff threats are felt on the shores of many countries that export food and agricultural commodities, as the implications and products impacted could be far reaching. Senior Animal Protein Analyst Jen Corkran and RaboResearch General Manager – Australia & New Zealand Stefan Vogel discuss global and local threats and opportunities for the food and agriculture sector.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Sustainability analysts Claudia Cammack and Anna Drake discuss why greenhouse gas (GHG) accounting in agriculture is becoming increasingly relevant, how companies can start, and potential incentives and opportunities around GHG measurement. Please note: the results referenced from the Rabobank Rural Confidence survey are representative of the sample of 1,000 farmers who participated in the survey. Terms referred to: SBTi = Science-Based Targets initiative, GAF tools = Greenhouse Accounting Framework tools.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join RaboResearch analysts Vítor Pistóia and Vito Martielli in a deep dive into the farming landscape of countries in the Danube River basin and their new role in global grain trade.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In February, Angus Gidley-Baird travelled to the US to speak at the NCBA cattle conference in Texas. In this podcast, he speaks with colleague Lance Zimmerman about the trip and the current state of the US cattle market.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join RaboResearch analysts Vítor Pistóia and Paul Joules as they discuss the key topics for grains, oilseeds, and farm inputs at the start of the year.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join RaboResearch General Manager – Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they dissect the Trump administration’s recent tariff announcements. Ben and Stefan unpack how economic policymaking is now being subordinated to economic statecraft and decode what this all might mean for New Zealand and Australia’s economic prosperity.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Find out what cards New Zealand agriculture has been dealt in 2025 as Jen Corkran and Emma Higgins discuss the recently released New Zealand agribusiness outlook. The 2025 ‘deck’ looks much improved for New Zealand agricultural producers, providing a relatively strong hand for the year ahead – and a strategic hand, if we play our cards right. Of course, there are some important watching points.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Jen Corkran and Angus Gidley-Baird discuss the recently released global animal protein outlook report, including what regions and sectors are expected to see growth and what some of the key issues will be in 2025.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Australian agriculture is well-placed for the year ahead. The Australian RaboResearch team discusses the outlook for the different commodities following the release of their Australia agribusiness outlook 2025 report.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Angus Gidley-Baird chats with Michael Harvey about the current and future state of the Australian food retail market and what it means for the lamb market.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Hong Kong-based Head of RaboResearch – Asia Dirk Jan Kennes the key trends through 2030 in this major destination market for Australian and New Zealand products. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Netherlands-based Head of RaboResearch – Europe and Africa Cindy Koolhout key trends through 2030 in an important destination market for Australian and New Zealand.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Brazil-based Head of RaboResearch – South America Andy Duff the key trends through 2030 in a region that is an important exporter and competitor.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with US-based Head of RaboResearch – North America Roland Fumasi the key trends through 2030 in this major competitor and destination market for Australian and New Zealand products.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key fertilizer and crop inputs trends through 2030 with US-based Global Sector Strategist for Farm Inputs Stephen Nicholson.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key sustainability trends through 2030 with Netherlands-based Global Sector Strategist for Sustainability Marjan van Riel.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key global livestock industry trends through 2030 with Senior Animal Protein Analyst Angus Gidley Baird.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key grain and biofuel industry trends through 2030 with US-based Global Sector Strategist – Grains & Oilseeds Steve Nicholson.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key trends in the sugar and biofuel industries through 2030 with Brazil-based Global Sector Strategist – Sugar Andy Duff.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key dairy industry trends through 2030 with US-based Global Sector Strategist – Dairy Mary Ledman.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key trends in the horticulture industry through 2030 with Netherlands-based Global Sector Strategist – Fresh Produce Cindy van Rijswick.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join RaboResearch analysts Vitor Pistóia and Paul Joules as they discuss what is going on for grains, oilseeds, and farm inputs at the end of the year.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses industry trends impacting logistics and packaging through 2030 with Netherlands-based Global Sector Strategist, Packaging and Supply Chains, Cyrille Filott.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key trends in the wine and beer industry through 2030 with US-based Global Sector Strategist – Beverages Steve Rannekleiv.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses consumer and food industry trends through 2030 with Netherlands-based Global Sector Strategist – Consumer Foods Cyrille Filott.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Pia Piggott talks to Angus Gidley-Baird about his recent report looking at the growth opportunities for Australian beef in Southeast Asia.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
With the year drawing to a close and Christmas on the near horizon, Jen Corkran and Angus Gidley-Baird wrap up 2024 with a chat about the red meat sector in both New Zealand and Australia. They also preview thoughts on what might be in store in both beef and sheepmeat for 2025.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
With sustainability more of a focus these days, how can the US rebuild its cattle herd with a focus on productivity and efficiency? Angus Gidley-Baird and Jen Corkran speak to RaboResearch Animal Agriculture Sustainability Analyst Charlotte Talbott following the release of her report, “Productivity and efficiency will power the next US cow herd rebuild.”
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Senior Dairy and Consumer Foods Analyst Michael Harvey and Sustainability Analyst Anna Drake discuss what achieving greenhouse gas emissions reductions could mean commercially for Australia's dairy industry.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join RaboResearch analysts Doriana Milenkova and Paul Joules as they discuss the phaseout of free carbon allowances under the EU Emissions Trading System and what it may mean for nitrogen markets going forward.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
RaboResearch Global Strategist Mike Every and General Manager – RaboResearch Australia & New Zealand Stefan Vogel discuss the expected impacts of a Trump presidency on global geopolitics, the wars in Ukraine and Israel, energy prices, and trade out of New Zealand and Australia to China.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join RaboResearch analysts Vitor Pistoia and Pia Piggott as they discuss what is going on with grains and oilseeds around the globe.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join RaboResearch analysts Vitor Pistoia and Paul Joules as they discuss the potential production of Australia's winter crops and outline the factors that could influence grain and oilseed prices in the coming months.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Emma Higgins and Michael Harvey bring back some key learnings and takeaways for our listeners in New Zealand and Australia following a recent trip to the US that centred around the World Dairy Expo in the heart of the US dairy industry, Wisconsin.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Analyst Gonzalo Salinas to discuss the latest global table grape outlook, exploring trends in production exports and demand.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Senior Agriculture Analyst Emma Higgins and Senior Market Strategist Ben Picton as they discuss the Reserve Bank of New Zealand's recent decision on the official cash rate, how the New Zealand economy is positioned, and what could lay ahead for interest rates.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Following the announcement of a Chinese stimulus package, Australia’s wool market lifted. Is this a permanent change in direction or a flash in the pan? Angus Gidley-Baird speaks with Paul Joules about this and other things in the Australian wool market.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
In recent months, the global cotton outlook has altered, and international and Australian cash prices have found support. Join Stefan Vogel and Paul Joules as they discuss the factors that have influenced the change in market dynamics and what this means for Australian cotton farmers.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Angus Gidley-Baird speaks with Chenjun Pan, RaboResearch Senior Analyst – Animal Protein, about her recently released report New consumption trends in China offer opportunities for animal protein and what the new trends mean for animal protein markets.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Exciting changes are happening in the pulses market. India is open for Australian chickpea imports again. In lentil exports to India, Australia is head to head with Canada. Russia challenges Canada’s dominant field pea trade to China. Australian acreage increases call for production and export growth. And container freight rates skyrocketed again, making bulk shipments more competitive. Tune in to hear all about it!
Angus Gidley-Baird chats with New Zealand-based Senior Animal Protein Analyst Jen Corkran about her recently released RaboResearch report, titled Watering the green shoots in New Zealand sheepmeat, and what New Zealand may be able to do in the coming years to improve the consistency of earnings along the supply chain.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Bruno Fonseca and Paul Joules discuss the key findings from our recently released Semiannual fertiliser outlook. So far, 2024 has been mixed in terms of fertiliser prices, with nitrogen and phosphate prices still trading above their historical averages, while potash prices are comparatively more affordable. But what's next for prices? Join us as we discuss our six-month outlook.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Michael Harvey and Angus Gidley-Baird discuss how the live dairy export sector is at a critical juncture with bearish farm sector fundamentals in China, an irreplaceable market, pointing to slower trade for the foreseeable future.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Horticulture Analyst Pia Piggott joins Senior Dairy Analyst Michael Harvey to discuss the latest Australian tree nut outlook, cracking into the opportunities and risks in almonds and macadamias.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Emma Higgins and Mick Harvey talk through the latest RaboResearch global dairy quarterly report.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Join Head of Relationship Management – Australia Peter Evans, Global Grains & Oilseeds Strategist Steve Nicholson, and Head of Rural Business – Canada Roxane Lieverse as they discuss the highly successful Canadian Grains Knowledge tour they recently completed in July. Listen as they discuss tour insights, learnings, Canadian seasonal conditions, and global grain demand and supply fundamentals.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Following the release of the much anticipated June quarter CPI data for Australia, Pia Piggott and Michael Harvey sat down to have a close look at what is happening in the food basket. Is there relief for consumers, or is sticker shock a real possibility?
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Cotton prices have been in a state of decline in recent months, both internationally and domestically. Join Paul Joules and Owen Wagner as they discuss the key drivers behind recent price action and prospects for supply & demand going forward.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
US domestically produced lean trim prices have reached record levels. What impact is that having on Australian and New Zealand cattle prices? Angus Gidley-Baird chats with Jen Corkran about the lean trim market and what impact it is having on domestic cattle prices.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer here and our New Zealand RaboResearch disclaimer here for information about the scope and limitations of the Australian and New Zealand RaboResearch material published on the podcast. For material outside of Australia and New Zealand, please refer to our global disclaimer here.
Angus Gidley-Baird chats with Daker Pern about the current state of the Australian lamb market and what might be driving prices higher. They also touch on what’s coming up at LambEx 2024.
Join RaboResearch analysts Vitor Pistoia and Andrick Payen as they discuss the United States' 10-year crop outlook and how it could impact global prices for grains and oilseeds.
In this episode, Bethan Wearmouth, Senior Fraud Manager at Rabobank, shares her expert insights on the latest scam trends and offers practical tips on how you can protect yourself.
Please refer to our disclaimer: https://www.rabobank.com.au/knowledge/disclaimer
Emma Higgins and Jen Corkran have a relaxed chat about highlights from the recent July Agribusiness Monthly including why beef is booming, how butter is back, and how helpful fertiliser prices are in New Zealand.
Join RaboResearch analysts Pia Piggott and Vítor Pistóia as they discuss the recent volatility in grain and oilseed prices following the Northern Hemisphere wheat harvest, trade wars, and intense rainfall in key producing countries.
Angus Gidley-Baird joins Michael Harvey to discuss two watershed events that will see a further transformation of the Australian dairy supply chain.
Emma Higgins and Jen Corkran talk through the latest Rabobank New Zealand farmer confidence survey results.
Horticulture Analyst Pia Piggott joins Senior Dairy Analyst Michael Harvey to discuss the latest global avocado outlook.
Senior Analyst Angus Gidley-Baird and Henry Treloar, Rural Manager Adelaide, talk through the current situation in the Australian wool market and how the next six to twelve months may shape up.
Emma Higgins and Jen Corkran chat about the highlights from the recent New Zealand agribusiness monthly, including some news and insights on beef, sheepmeat, and dairy commodities. On top of this, they discuss the national Fieldays event in New Zealand beginning on 12 June and the weather.
Climate and Sustainability Specialists Elizabeth Lunik and Claudia Cammack join Sustainability Analyst Anna Drake to discuss agriculture's pathway towards reaching net zero emissions.
Join RaboResearch analysts Anna Drake and Vítor Pistóia as they discuss the outlook for 2024/25 Australian winter crop acreage and tonnage and how they will impact prices by year-end.
Join RaboResearch Senior Analysts Emma Higgins and Michael Harvey as they discuss the New Zealand and Australian dairy market settings and what can be expected for the new production season.
Global Sugar Strategist Andy Duff joins analyst Pia Piggott to discuss the latest updates in the sugar market.
Join RaboResearch analysts Pia Piggot and Vítor Pistóia as they discuss recent developments in crops around the globe and how they are impacting G&O prices.
This episode was recorded on 23 May 2024.
Angus Gidley-Baird speaks with Lance Zimmerman, a Senior Animal Protein Analyst based in the US, at the end of his two week tour of Australia to discuss the US cattle market and his perspective on the Australian cattle market.
Senior Animal Protein Analyst Eva Gocsik joins Sustainability Analyst Anna Drake to discuss what the upcoming EU Deforestation Regulation means for beef supply chains.
Join RaboResearch Senior Analyst Ben Picton and Vítor Pistóia as they discuss Australian farmland prices and what can be expected for the year ahead.
Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they dissect the outcome of the May Reserve Bank of Australia meeting and the outlook for the Australian cash rate.
Nick Fereday, RaboResearch Senior Analyst – Consumer Trends, joins Michael Harvey during his visit from New York to discuss some of the key themes shaping food markets in the US.
Join RaboResearch analysts Pia Piggott and Vitor Pistóia as they discuss the current developments in grains and oilseeds and how they can impact Australian markets.
Global Fresh Produce Strategist Cindy van Rijswick joins analyst Pia Piggott to discuss the recently released world vegetable map and trends in the global trade of vegetables.
Angus Gidley-Baird speaks with Lance Zimmerman about the current state of the US cattle market, including any indications of the rebuild process and why the US domestic lean trimmings price has hit a new record.
Jen Corkran and Ben Picton unpack the colours of autumn and talk about the New Zealand commodities covered in the April New Zealand agribusiness monthly. Although there is a bit of volatility out there, some shining lights in a few markets help keep things in view.
Join RaboResearch Analyst Vitor Pistóia and Senior Market Strategist Ben Picton as they discuss how the Australian economy is positioned at the end of Q1 and what the road ahead might entail.
Jen Corkran and Angus Gidley-Baird chat about all things sheepmeat as we head toward the cooler months. They discuss what is happening in Australia and New Zealand and some interesting export statistics for both countries, as well as comment on the domestic sheepmeat market in the UK.
Sustainable aviation fuels could boost demand for Australian agricultural products like sugar, grains, and oilseeds. And, if the rules are set optimally, they might also pay price premiums for low-emission farm production.
In this episode, Senior Macro Strategist Ben Picton is joined by Jan Lambregts, Rabobank’s Head of Global Economics and Markets, to discuss the big themes unfolding in the global economy. We look at some big changes driving inflation, check in on the US elections, and make some predictions about what a changing world could mean for interest rates in the years ahead.
High food inflation has been a catalyst for the latest supermarkets inquiry from the Australian Competition and Consumer Commission.
Michael Harvey and Pia Piggott discuss learnings from the last supermarkets inquiry in 2008, what the new inquiry will examine, and how the retail grocery sector has changed in Australia over the past 16 years.
Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the 2024/25 outlook for Australian winter crop gross margins and how it compares to recent seasons.
Emma Higgins and Jen Corkran have a chat about the recent Wanaka A&P Show and the conversations they had with farmers, clients, and industry attendees there. Beef, sheepmeat, and dairy commodity updates from the March agribusiness monthly are also discussed, as well as the general sentiment and mood around New Zealand's rural sector as we head toward the cooler months.
Join Emma Higgins and Michael Harvey as they recap the key takeaways from Rabobank's recently released Dairy quarterly Q1 2024. A better year lies ahead, with bright spots on the horizon for improved global dairy prices. Affordable feed prices mean milk production growth will be back on the cards for 2024, and while it will be no record price year by any measure, farmers across the globe will welcome a return to profitability.
With import permits for live cattle just being released by Indonesia, senior animal protein analyst Angus Gidley-Baird chats with Rabobank's Joe Webb, head of relationship management, and Barry Gerschwitz, senior rural manager, about the upcoming live cattle export season.
The US is the biggest supplier of pork to Australia. To find out what is happening in the US market and to get an update on the Chinese market, Angus Gidley-Baird speaks with animal protein anlaysts Christine McCracken from the US and Chenjun Pan from China.
A strong rebound in almond prices is expected over the next 12 to 18 months, despite global production returning to higher levels. Join horticulture and sugar analyst Pia Piggott to discuss developments in the almond industry.
Michael Harvey joins Emma Higgins to discuss his latest report, in which he looks at how Australia’s overall trade profile is in a period of transition and how the dairy sector must therefore consider the value chain implications of a sustained withdrawal from global markets and a smaller export sector.
Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Market Strategist Ben Picton as they discuss where interest rates in New Zealand might be going and the factors influencing the Reserve Bank of New Zealand when setting rates.
Australian agribusiness is moving confidently into 2024 with a general uptick in prices and weather conditions. Beef and sheep prices have improved, with better seasonal weather conditions and El Niño likely to end soon – allowing for more hope of continued rains. Dairy prices, while down from a strong 2023, remain bright. Grain and oilseed prices will trade below the past two seasons, but so should input costs for fertilisers and crop protection. The global economic outlook remains subdued, which isn’t ideal for an export nation. However, Australian interest rate cuts remain in the cards for late 2024. Join the RaboResearch team for a discussion of our outlook for the key commodities and developments to watch in 2024.
Join RaboResearch senior analyst Jen Corkran and fellow colleague Edward McGeoch as they discuss the Australian sheepmeat market and touch on what is happening in New Zealand. Covering price movements and supply dynamics, they share a look at where the market is heading.
Join RaboResearch analyst Vitor Pistoia and regional manager Stefan Vogel as they navigate the global market for farm inputs expected in 2024.
Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they discuss the trade disruptions in the Red Sea and why this is important for Australian farmers.
Join RaboResearch analyst Vitor Pistóia and regional manager Stefan Vogel as they unpack what lies ahead for grains and oilseeds in 2024 and how global climate trends and geopolitics can shape markets.
Stefan Vogel, RaboResearch General Manager – Australia & New Zealand, and Michael Harvey, Senior Analyst, take stock of the local and global food inflation cycle and look at what’s in store for the grocery basket in 2024.
Join RaboResearch analysts Vitor Pistóia and Edward McGeoch as they discuss all things cotton, from where we ended 2023 to how we are looking in the new year. Everything from production to prices is covered, alongside key drivers and focuses for 2024.
Jen Corkran and Angus Gidley-Baird chat with Novel Sharma about what will shape the global seafood market in 2024, including the growth in shrimp production.
Join RaboResearch General Manager – Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they look back on Australia's and New Zealand's economies in 2023 and make some predictions for 2024. What did we get right, where were we surprised, and how might the picture be different in the year ahead?
Anaysts Jen Corkran, Ed McGeoch, and Angus Gidley-Baird speak with Justin Sherrard, global strategist for Animal Protein and lead author of the Global animal protein outlook 2024, to get the insights on the key themes that we believe will play out in 2024.
Join RaboResearch analysts Vítor Pistóia and Marcela Marini as they discuss how El Niño is shaping the summer crops in South America and how global markets could react.
Ed McGeoch and Michael Harvey join forces to have a look at RaboResearch's recent Global dairy map and unpack some of the key features and themes impacting the global dairy trade arena.
Rabobank clients can receive a copy of the Global dairy map by contacting their relationship manager.
Stefan Vogel, general manager RaboResearch Australia and New Zealand, is joined by his colleagues from Europe Cindy van Rijswick, global strategist for farm inputs, and Doriana Milenkova, specialist farm inputs, who recently attended Agritechnica 2023 in Germany to discuss the biggest, best, and latest in ag tech.
Join RaboResearch analyst Edward McGeoch and senior grains & oilseeds analyst Owen Wagner, based in the US, as they discuss the state of the US cotton industry off the back Owen’s recently released report, Living on a thin line: Overcoming the confluence of challenges facing cotton in 2023.
Michael Harvey and Ed McGeoch use the opportunity to unpack the latest earnings updates from a range of food and beverage companies to try and better understand what is happening inside the average grocery basket.
Join RaboResearch general manager Stefan Vogel and analyst Vitor Pistóia as they discuss the picture for canola oil supply and demand in Australia and the world.
Join RaboResearch senior animal protein analyst Angus Gidley-Baird and fellow analyst Edward McGeoch as they discuss the current landscape of local beef and sheepmeat markets and the factors that will influence prices into next year.
Join RaboResearch analysts Vitor Pistóia and Pia Piggott as they discuss the recently released fertiliser outlook and how the Australian and New Zealand markets might look like in the coming year.
Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the recently released cotton report that dives into the current emissions reduction landscape in the apparel and textile industry and how this flows through to the cotton supply chain.
Join RaboResearch associate analyst Pia Piggott alongside the global Fresh Produce team to discuss insights from the 2023 Global Produce and Floral Show in California.
Emma Higgins and Michael Harvey recap the key takeaways from the recently released report Southeast Asian dairy markets – In transition to better times. These dairy markets are in a time of transition as they cycle out of a period of channel disruption, sluggish consumer demand for dairy products, and downstream margin pressure. In the longer term, the region will remain a fierce battleground with room for local brands and traditional export players to expand volumes in a growing market.
Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the recently released winter crop production report and dive into Australia’s winter crop forecast and the dynamics influencing global and local grain and oilseed prices.
What will be the food, energy, and fertiliser impacts of the conflict in Israel? Mike Every, Rabobank's global strategist and geopolitics expert, and Stefan Vogel, General Manager RaboResearch AU/NZ, discuss the current situation's potential impact for farmers. They also consider scenarios for a wider-spreading conflict.
Join RaboResearch senior analyst Gonzalo Salinas and associate analyst Pia Piggott as they discuss the table grape outlook and developments in major production regions.
Join RaboResearch Senior Analyst Emma Higgins and Associate Analyst Pia Piggott as they discuss key takeaways from the latest New Zealand Agribusiness Monthly: El Niño has officially arrived.
Angus Gidley-Baird chats with Senior Animal Protein Analyst Chenjun Pan about consumer demand for meat in China given the slower economic conditions and the high levels of inventory in the system.
Join RaboResearch senior market strategist Ben Picton and associate analyst Pia Piggott as they discuss the outcomes of the Reserve Bank of Australia's latest meeting.
Join RaboResearch senior analyst Emma Higgins and associate analyst Pia Piggott as they discuss the recent China Dairy Outlook Through to 2032 report and what this means for New Zealand and Australian dairy exports.
Angus Gidley-Baird and Ed McGeoch talk through recent slaughter and production numbers for the Australian sheep and cattle markets. Both have shown strong increases since last year, but getting down into the details reveals further information on the status of the national flock and herd and what this might mean for numbers hitting the market in the months to come.
Join RaboResearch senior analyst Emma Higgins and associate analyst Pia Piggott as they discuss the recent Global Dairy Quarterly for Q3, including the milk supply outlook and what this means for prices.
Join RaboResearch analysts Edward McGeoch and Pia Piggott as they discuss Rabobank’s recent Northern Territory and Western Australia Cotton Tour and what’s in store for cotton markets.
Join RaboResearch Senior Analyst Emma Higgins and Associate Analyst Pia Piggott as they discuss the recent New Zealand Agribusiness Outlook for September.
Join analysts Vitor Pistoia and Edward McGeoch as they walk listeners through what is going on in the fertiliser market.
Join RaboResearch Associate Analyst Pia Piggott and Senior Strategist Ben Picton as they say farewell to outgoing RBA Governor Philip Lowe. Will his successor be taking a different approach to the inflation fight? How is the economy performing? And what are the factors that could influence the RBA’s decisions on future rate movements?
The spring peak is fast approaching in New Zealand and Australia. Emma Higgins and Michael Harvey touch base to look at the farm settings ahead of the critical period for dairy farm businesses across the Tasman.
Stuart Whatling, Area Manager for Tasmania, and Blake Holgate, Head of Sustainable Business Development – New Zealand, join Senior Animal Protein Analyst Angus Gidley-Baird to recount the Tasmanian Red Meat Update sessions, including Blake’s presentation, “Farming Under the Spotlight – Lessons from NZ.”
Join RaboResearch analysts Pia Piggott and Dennis Voznesenski as they discuss the recent Wine Quarterly, Swimming in Wine: Navigating Oversupply in the Australian Wine Industry.
In this episode, Rabobank Australia's Senior Agriculture Analyst Dennis Voznesenski is joined by Senior Grains & Oilseeds Analyst Vito Martielli, who just released an incredibly interesting paper on eastern sub-Saharan Africa. Vito dives into the future challenges and opportunities for the region and whether there are any opportunities for Australia.
Join Horticulture Analyst Pia Piggott and Senior Grains & Oilseeds Analyst Dennis Voznesenski as they delve into the outlook for an unpredictable global wheat market and discuss the main factors that could throw the forecast off course. Pia and Dennis also briefly touch on China's recent removal of the barley anti-dumping tariff.
Join RaboResearch analysts Edward McGeoch and Pia Piggott as they discuss the recent Cotton Collective trade show and what’s in store for cotton markets.
Join RaboResearch Senior Analyst Emma Higgins and Associate Analyst Pia Piggott as they discuss key takeaways from the latest New Zealand Agribusiness Monthly: Colliding Price and Weather Pressure.
Join Senior Grains & Oilseeds Analyst Dennis Voznesenski and Global Grains & Oilseeds Strategist Steve Nicholson as they discuss weather canola will ever become a thing of the past.
Ed McGeoch and Angus Gidley-Baird discuss the recent Rabobank sheep mini-masterclass that looks at growing the sheep enterprise and provide an update on the wool and sheepmeat market.
Join RaboResearch Associate Analyst – Agri Commodities Edward McGeoch and Senior Agriculture Analyst Dennis Voznesenski as they talk about the latest developments in the Black Sea and the implications for both global and local grain exports.
Join Michael Harvey and Pia Piggott as they discuss sugar, cocoa, and dairy markets and why the cost of chocolate is rising.
Join Rabobank analysts Edward McGeoch and Pia Piggott as they discuss the current landscape of fibre markets and what to watch in the coming months.
Join RaboResearch Senior Analyst Dennis Voznesenski and Senior Strategist Ben Picton as they look at the recent cash rate decision for the month of July. Hear their thoughts on whether this means the hiking cycle is over, what will influence the RBA in the months ahead, and whether the Australian economy is primed to enter recession in 2023.
Join Vítor Pistóia and the Australia-New Zealand RaboResearch team for a cross-sectoral review of the year so far.
With the RNA Paddock to Palate competition underway, Angus Gidley-Baird takes a look at the Australian grain-fed beef market.
Join Pia Piggott, associate analyst, and Elizabeth Lunik, senior food & agri climate analyst, as they discuss the current status of regenerative agriculture as an approach to farming and what it means for farming operations.
Join Rabobank analysts Edward McGeoch, Vítor Pistóia, and Dennis Voznesenski to discuss the recent Australian Winter crop report.
Rabobank clients can read the full report by logging onto our website.
Pete Evans sits down with Rabobank senior fraud and detection manager, Bethan Wearmouth, to learn about the latest scam and fraud trends, from technology scams to bitumen bandits, and how we can better protect ourselves.
Join Vitor Pistoia, farm inputs analyst, and Pia Piggott, horticulture analyst, to discuss the recent semi-annual fertiliser report.
Rabobank clients can read the full report by logging onto our website.
Join Genevieve Steven, agriculture analyst for New Zealand, and Angus Gidley-Baird, senior animal protein analyst for Australia, to delve into the key messages of the recently released Global Beef Quarterly. They will discuss why Argentina is currently such an interesting market, as well as how demand is holding up in the US and China and what that could mean for New Zealand and Australian exports.
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.
Join Dennis Voznesenski and Pia Piggott as they reflect on recent developments in agri commodity markets on the back of Rabobank's recently released report, Agri Commodity Markets Research May 2023: Opposite Directions. Dennis and Pia discuss the renewal of the Black Sea grain deal and record harvests in Brazil and what they mean for Australia's wheat, canola, and barley markets.
Join Angus Gidley-Baird, senior animal protein analyst for Australia, as he speaks with Genevieve Steven, agriculture analyst for New Zealand, to dig into the details of the New Zealand sheep industry, understand why the sheep flock is declining, and get a view on the future outlook.
Global avocado production and trade have expanded at a fast pace over the past decade. Attractive product attributes have driven demand, while profitability has incentivized increased production. In the next few years, avocado trade will continue to grow, but the market will be more competitive, forcing operators to be not only more efficient but also increasingly sustainable. As availability is expected to be steady, consumers will benefit from relatively affordable prices in key markets, increasing the popularity of this super fruit.
In this episode, Pia Piggott, associate analyst, speaks with three RaboResearch analysts from around the world to discuss key highlights from their respective region. 03:20: United States and Mexico
11:21: Peru, Chile, and Colombia
16:43: Europe
With cattle prices dropping dramatically since 2022, what does the remainder of 2023 have in store? Angus Gidley-Baird and Edward McGeoch chat through the latest beef seasonal outlook.
With the June 1 deadline approaching for minimum milk price offers from Australian dairy companies, Michael Harvey and Pia Piggott unpack the forecast for minimum offers for new season milk. The good news is Australian dairy producers can look forward to another favourable season in 2023/24.
Join Rabobank’s Vitor Pistoia, Farm Inputs and Land Analyst, and Edward McGeoch, Cotton & Wool Analyst, to discuss the recent farmland value report.
Rabobank clients can read the full report by logging onto our website.
A bit of downstream activity in Aussie dairy kickstarted 2023, with retailers buying processing assets and other capacity adjustments. To help unpack what is going on and why and what it means for Aussie dairy farm businesses, Emma Higgins joins forces with Michael Harvey.
Stefan Vogel and Angus Gidley-Baird reflect on Rabobank's Brazil Agribusiness Quarterly Q1 2023 and what it means for Australian beef, grain, and dairy producers.
Rabobank clients can log on to our website to read the Brazil Agribusiness Quarterly.
Tight global sugar supply has driven sugar prices up to 11-year highs, and the price outlook is now more dependent on Brazil’s crop delivering on its expectations. Join Horticulture and Sugar Analyst Pia Piggott and Andy Duff, Head of RaboResearch – South America and Global Strategist – Sugar, as they discuss developments in Brazil’s sugar harvest and the global sugar outlook for 2023.
A significant investment in exclusion fencing across his Dalgety property is increasing on-farm productivity and welfare outcomes for fourth-generation farmer Jack Glasson, and others are now following suite.
Join Dennis Voznesenski, Agriculture Analyst, and Vitor Cacula Pistoia, Agriculture Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Dennis and Vitor will share insights into the future of circular economies and wrap up the day!
Join Michael Harvey, Senior Dairy Analyst, and Genevieve Steven, Agriculture Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Michael and Genevieve will highlight some of the latest innovations in food & agri.
Join Dennis Voznesenski, Grains & Oilseeds Analyst, Edward McGeoch, Cotton & Wool Analyst, and Vitor Pistoia, Farm Inputs & Land Values Analyst, to discuss the latest developments across grains & oilseeds, cotton, farm inputs, and agrochemicals. They'll cover all things around the grounds, from current Australian production outlooks to the market factors driving pricing in 2023.
Join Angus Gidley-Baird, Senior Animal Protein Analyst, and Pia Piggott, Associate Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Angus and Pia will unpack the future role of technology in sustainable supply chains.
Join Emma Higgins, Senior Analyst, and Ben Picton, Senior Market Strategist, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Emma and Ben will dive into the key macroeconomic trends for 2023.
Join Stefan Vogel, Regional Manager RaboResearch Australia and New Zealand, and Edward McGeoch, Associate Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Stefan and Ed will set the scene for the day and explain what F2F is, and what sessions listeners can look forward to.
After two years of softening almond prices, market conditions have improved, and prices are starting to recover. Join horticulture and sugar analyst Pia Piggott and senior fresh produce analyst David Magana as they discuss developments in the almond industry.
In this episode, Pia and David explore:
- What caused record inventory levels of almonds last year?
- How will the wet California winter impact this season's production?
- What macroeconomic factors will impact almond prices this year?
Emma Higgins and Michael Harvey discuss the latest headline insights from the March 2023 Global Dairy Quarterly report.
Join Genevieve Steven, Agriculture Analyst based in New Zealand, and Ed McGeoch, Associate Analyst based in Sydney, to reflect on 2022 and look ahead to what 2023 has in store for the wool industry.
This episode was recorded 7 March 2023.
Join Stefan Vogel, General Manager of RaboResearch for Australia & New Zealand, as he talks with Harry Smit, Senior Analyst for Rabobank in the Netherlands, to discuss why farmers in the Netherlands are protesting, what ambitious changes the Dutch government is planning to implement, and how this might lead to a reduction in Dutch livestock inventories. They also discuss the different impacts farmers will face, depending on the region where they farm, and what Oceania can learn from those changes.
Join RaboResearch Senior Analyst Emma Higgins and Senior Strategist Ben Picton as they discuss the immediate and longer-term effects of Cyclone Gabrielle. Together, they look at the impact on food production, the outlook for prices, what the likely cleanup costs will be, and how this might affect the Reserve Bank of New Zealand's thinking on interest rates.
Angus Gidley-Baird chats with Georgia Twomey, Rural Manager in Wagga, about the current supply of lambs entering the market and the implications these might have for prices over the coming months.
Michael Harvey, Senior Analyst, is joined by Lachlan Monsbourgh, Agricultural and Environmental Lead – Global Rural, to reflect on his session and presentation at the Australian Dairy Conference on the theme of carbon in the dairy supply chain.
Jan Lambregts, Head of RaboResearch Global Economics & Markets, discusses some of the highlights of his top 10 global themes, which he will present at Rabobank’s Farm2Fork Summit in Sydney on March 23, 2023. Listeners might have guessed that inflation, energy, and geopolitics made the cut for this podcast, but some less obvious topics have also been covered, including artificial intelligence.
Emma Higgins and Michael Harvey have a look at the drinking milk category, which remains a strategic pillar for the Australian dairy value chain and has moved from a discount product to an overall improved performer.
More interest rate hikes are expected in Australia and New Zealand, as inflation numbers are not coming down as quickly as desired. RaboResearch General Manager Stefan Vogel discusses with Ben Picton, Economic Strategist for Australia and New Zealand and the newest addition to the research team, the outlook for rate hikes, when they will come and how high they will be, as well as the impact on both the Australian and New Zealand dollar.
The New Zealand Agribusiness Outlook for 2023 has been released! Join Emma Higgins, Senior Agriculture Analyst, and Genevieve Steven, Agriculture Analyst, to dive into the outlook for key commodities and the four ‘wildcards’ that they think will shape the agriculture industry’s success in 2023.
Join Vitor Pistoia, Rabobank’s Sydney-based farm inputs analyst, and Dennis Voznesenski, grains & oilseeds analyst, to discuss the 2023 outlook for fertilisers and G&O.
Listeners can learn more about these and other sectors in our recently published Australia Agribusiness Outlook 2023.
The New Zealand beef industry is well placed to lean into the challenges facing the sector and to unlock some exciting opportunities. Join Emma Higgins, Senior Agriculture Analyst, and Genevieve Steven, Agriculture Analyst, to dive into what opportunities exist for the beef industry.
2022 was a year of very low live cattle export volumes. Angus Gidley-Baird speaks with Rabobank Darwin Manager Barry Gerschwitz about the current season and the outlook for 2023.
Genevieve Steven, Agriculture Analyst for New Zealand, and Angus Gidley-Baird, Senior Animal Protein Analyst for Australia, dive into the outlook for the seafood market in a chat with Seafood Analyst Novel Sharma, based in the Netherlands.
Join Genevieve Steven, Agriculture Analyst, and Emma Higgins, Senior Agriculture Analyst for New Zealand, as they look back on how they thought the year might unfold in January 2022, compared to what actually happened.
Genevieve Steven, Agriculture Analyst for New Zealand, and Angus Gidley-Baird, Senior Animal Protein Analyst for Australia, mix up the usual discussions on red meat, by talking white meat with Christine McCracken, Senior Animal Protein Analyst for North America, who specialises in pork and poultry.
Join Rabobank’s Sydney-based Cotton, Wool, and Sheepmeat Analyst Edward McGeoch and Grains & Oilseeds Analyst Dennis Voznesenski as they discuss the current landscape of the cotton and wool industries and talk all things prices, production, exports, and expected movements for 2023.
Join Angus Gidley-Baird, Senior Animal Protein Analyst for Australia, and Genevieve Steven, Agriculture Analyst for New Zealand, to discuss the five core messages of Rabobank's Global Animal Protein Outlook 2023 with Global Strategist for Animal Protein Justin Sherrard.
Join Vitor Pistoia, Rabobank’s Sydney-based Farm Inputs Analyst, and Dennis Voznesenski, Grains & Oilseeds Analyst, as they discuss the outlook for fertilizer, agrochemical, and grain prices moving into next year.
Rabobank clients interested in learning more can log into our website to read the recently publishedFertilizer Outlook: Is History Repeating Itself?
Join Horticulture Associate Analyst Pia Piggott and Fresh Produce Strategist Cindy Van Rijswick to discuss the future role of robotics and AI in horticulture systems.
In this episode, Pia and Cindy discuss:
- Factors driving roboticisation
- Which fresh produce crops are most likely to adopt robots
- How tech from other industries, like med tech, is an important part of advancing ag tech
Michael Every, Global Strategist for Economics and Markets, joins Agricultural Analyst Dennis Voznesenski to discuss the current state of play in economics and the global geopolitical arena, from the Black Sea to China.
Join local analyst Dennis Voznesenski as he discusses crop conditions in South America with Marcela Marini in São Paulo, Brazil, and North American crop conditions with Andrick Payen in Chicago, US.
For most on the land, scouring trade magazines and clearing sales for used machinery is a well-enjoyed pastime, yet as these sales have moved online, so too has the potential for scammers.
On this bonus podcast, Rabobank Fraud Detection Senior Manager, Bethan Wearmouth shares how we can better protect ourselves against fraud and scammers.
Join Genevieve Steven, Agriculture Analyst for New Zealand, and Australian Analyst Pia Piggott to discuss the latest agribusiness monthly, and to take a closer look at commodity prices in the lead up to the festive season.
On this bonus podcast, Georgie Poole talks to Simone Kain, co-creator of George the Farmer, on what inspired her to create the popular Australian educational books and program.
Angus Gidley-Baird and Genevieve Steven chat about the current Australian and New Zealand lamb markets, what production and prices are doing, what is happening in major export markets, and what they think might happen over the coming months.
The demand for canola looks bright but not straightforward. Global Grain & Oilseed Strategist for Rabobank in St. Louis, US, Steve Nicholson, joins Dennis Voznesenski, Agricultural Analyst in Rabobank’s Sydney office, to discuss the biofuel outlook and whether there have been any significant changes since the beginning of this year.
Join Pia Piggott, Horticulture Associate Analyst, and Gonzalo Salinas, Senior Fresh Produce Analyst, to chat through the outlook for cherry production in the Southern Hemisphere.
In this episode we discuss:
- How the season is looking for Australian cherries
- Cherry fever in Chile
- What an early Chinese New Year means for cherry producers
Clients can access the full sweet cherry report here.
Join Pia Piggott, Horticulture Associate Analyst, and Gonzalo Salinas, Senior Fresh Produce Analyst, to chat through the outlook for cherry production in the Southern Hemisphere.
In this episode we discuss:
- How the season is looking for Australian cherries
- Cherry fever in Chile
- What an early Chinese New Year means for cherry producers
Clients can access the full sweet cherry report here.
Join Senior Agricultural Analyst Emma Higgins and Associate Analyst Pia Piggott to chat through the outlook for commodity prices and input costs this October.
The October monthly report can be accessed here.
Parts of Australia will see farmers reap record or near-record crops, while other parts will see farmers heartbroken by yield, volume, and quality downgrades due to excessive rains, washed out fields, and unharvestable crops. Agricultural analyst Dennis Voznesenski and General Manager for RaboResearch Australia & New Zealand Stefan Vogel dive into the significantly varying 2022/23 winter crop results across the nation and look into expectations for farm inputs and crop prices, as well as how farmers are preparing for the next crop.
The Oceania milk production seasons are about to get into full swing as the spring flush approaches. Michael Harvey and Emma Higgins take a look at production expectations to see if there is a spring in the step.
The US beef industry continues to liquidate cows. What does this mean for Australia and New Zealand? Angus Gidley-Baird and Genevieve Steven chat with US analyst Lance Zimmerman to find out.
The Australian cropping sector continues to enjoy good prices and mostly excellent production prospects for 2022/23. Cheryl Kalisch Gordon joins Dennis Voznesenski to discuss what’s next, whether prices will revert to average ranges at some stage, as well as the current outlook for commodity prices, production, farm inputs, and ultimately farm margins.
What happens in the Chinese pork market has implications for the rest of the world, as China is the biggest producer, consumer, and importer of pork in the world. Angus Gidley-Baird speaks to Chenjun Pan about her new report and what this means for Australian pork and other protein producers.
Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, joins Senior Commodities Analyst Cheryl Kalisch Gordon to discuss Australian farmland value developments, key drivers of the extraordinary growth seen recently, and whether the strength will continue in the coming years. What are the key drivers of farmland values? And how will rising interest rates and heightened farm input costs impact future farmland values?
Join Agriculture Analyst Genevieve Steven and Senior Agriculture Analyst Emma Higgins to chat through the outlook for commodity prices and input costs this spring.
The wool market is facing some strong headwinds due to a culmination of slowing economic conditions in key end markets, rising interest rates and risks of recurring lockdowns in China. Agricultural analyst, Dennis Voznesenski, is joined by Angus Gidley Baird, to discuss what the implications are for the wool industry.
The wool market is facing some strong headwinds due to a culmination of slowing economic conditions in key end markets, rising interest rates and risks of recurring lockdowns in China. Agricultural analyst, Dennis Voznesenski, is joined by Angus Gidley Baird, to discuss what the implications are for the wool industry.
New Zealand Agriculture Analyst Genevieve Steven chats all things Brazilian beef with Wagner Yanaguizawa, Rabobank’s Animal Protein Analyst for South America.
Global Economic Strategist for Rabobank Michael Every has traveled from Singapore for a tour across Australia. Listen in as he discusses with Stefan Vogel, General Manager RaboResearch AU & NZ, the interest rate increase and its impacts on the currency and the global economy. As always in conversations with Michael, you’ll be in for some surprises.
Public food and beverage companies have just reported on the performance of their food markets for the June quarter. Overall, it was one of the more fascinating periods for food markets. To discuss why, Emma Higgins and Michael Harvey look at what we learned from the latest earning season.
Much is happening in the cotton regions of the Northern Territory and Western Australia. Angus Gidley-Baird checks in with Cheryl Kalisch Gordon on growth in the sector, 2022’s harvest, and her thoughts on what will drive success in the coming years.
Listen in as Sydney-based Agricultural Analyst Dennis Voznesenski chats with Global Economics & Markets Strategist Michael Every in Singapore and Global Grains & Oilseeds Strategist Steve Nicholson from Saint Louis. Together, they discuss the fundamental changes happening in geopolitics and grains worldwide, and consider what that actually means for Australian growers.
What has been happening to fertiliser and agrochemical prices? What price-direction factors should we keep an eye on? And what does availability look like over the next 12 months? Listen in as New York-based Farm Inputs Analyst Sam Taylor speaks with Sydney-based Agricultural Analyst Dennis Voznesenski.
Emma Higgins and Michael Harvey unpack the latest local food inflation numbers and ask: “Are we past peak food inflation yet?”
Australian and New Zealand sheepmeat exports to China have dropped while beef has remained steady. Angus Gidley-Baird and Genevieve Steven chat with Chenjun Pan to understand what might be causing this and whether it is likely to continue in the future.
Michael Harvey and Pia Piggott address the oversupply and production outlook of Australian avocados. Listen to learn about the latest dynamics driving the Australian avocado market.
Bumper avocado harvests across Australia have caused a national oversupply, putting significant pressure on tray prices. At the same time, global events have distorted consumer markets and tangled supply chains, with cost headwinds being felt on farms. Over the next five years, Australia will need to navigate a period of ongoing production growth that comes off the back of significant acreage maturing. Against this backdrop, New Zealand, whose exports focus heavily on Australia, is also seeing supply growth, albeit more modest than in Australia.
General Manager for RaboResearch Australia and New Zealand Stefan Vogel and Agricultural Analyst Dennis Voznesenski discuss the opportunities and challenges faced by our neighbors in Southeast Asia as the global grains industry moves towards its sustainability goals. In the process, they talk about the key sources of on-farm emissions and the opportunities for developing technology to reduce those emissions.
Covid-driven labor shortages and port congestion quickly drove freight rates higher last year. What is the way forward, and how quickly (if at all) will freight rates get cheaper? More importantly, when will supply chains overcome the bottlenecks and restore reliability to container shipping? Tune in as RaboResearch Supply Chains Analyst Viet Nguyen joins Stefan Vogel, General Manager for RaboResearch – Australia & New Zealand, to discuss the insights from his recently released report on global ocean freight and the impact on Australian and New Zealand food & agri sectors.
Emma Higgins and Mick Harvey address the question: Are we passed the peak in global commodities markets? Listen to learn about the latest dynamics driving global and local markets.
RaboResearch Global Economics Strategist Michael Every provides an outlook for Australia’s interest rates. Together with Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, he discusses the speed and the level with which the Reserve Bank of Australia will have to raise cash rates further, if raising interest rates is actually a good tool to get inflation back into the 2% to 3% target range, and why it is important how much the US Fed raises interest rates.
Angus Gidley-Baird speaks with RaboResearch Seafood Analyst Novel Sharma about what has changed in global seafood markets since Covid and which markets are growing.
RaboResearch’s Global Sugar Strategist, Andy Duff, shares his view on the 2022/23 outlook for the sector with Senior Commodities Analyst Cheryl Kalisch Gordon. Together they discuss the global and Australian pricing outlook, including when volatility is likely to hit.
Join Genevieve Steven, Agriculture Analyst for New Zealand, and Angus Gidley-Baird, Senior Animal Proteins Analyst for Australia, as they walk through Rabobank’s latest Global Beef Quarterly report and discuss progress in the carbon-neutral product space.
Join New Zealand-based agriculture analysts Emma Higgins and Genevieve Steven to discuss the June Agribusiness Monthly Report and take a closer look at commodity prices, input costs, and FX.
Angus Gidley-Baird and Genevieve Steven discuss what is going on in the New Zealand and Australian lamb industries. Together, they review how production is shaping up, what is happening in export markets, and what this might mean for prices.
Global hopes are that Australia can deliver a hat-trick of great grain & oilseed production in 2022/23, and local hopes are on a hat-trick to secure good margins in a high input cost world. Cheryl Kalisch Gordon and Dennis Voznesenski discuss their just-released report on crop-planting expectations, their thoughts on production, and where they see global and local prices over the coming year.
Emma Higgins and Michael Harvey take a closer look at the key messages from the annual New Zealand dairy seasonal outlook.
Given how tight the global grain, oilseed, and cotton markets are, the USDA’s first forecasts for 2022/23 – published in the WASDE report late last week – were even more eagerly anticipated than usual. Dennis Voznesenski catches up with Cheryl Kalisch Gordon to go through the key headlines and discuss what the forecasts might mean for pricing.
Australia’s beef recovery is underway, but limitations in the supply chain will hinder the recovery from reaching its full potential. Dennis Voznesenski talks with Angus Gidley-Baird about this and all other things beef from the 2022 Rabobank Beef Seasonal Outlook.
Emma Higgins and Michael Harvey take a closer look at the key messages from the annual Australian dairy seasonal outlook.
In 2011, US cow liquidation resulted in a shortage of US beef, pushing lean trimmings prices to record levels and, as a result, lifting Australian cattle prices in 2014 despite drought conditions. Angus Gidley-Baird speaks with US analyst Don Close about whether we are about to experience the same thing.
What’s the impact of the strict lockdown wave moving across China on logistics, grain markets, dairy, and livestock? Join General Manager of RaboResearch in Australia & New Zealand, Stefan Vogel, and Dennis Voznesenski, Agricultural Analyst, as they delve into the details.
Is the wool industry shifting away from China? Who’s doing better: Australia or New Zealand? Are there storm clouds brewing on the horizon for prices? Join Dennis Voznesenski in Sydney and Genevieve Steven in Christchurch to discuss the Australian and New Zealand wool markets.
Follow Dennis and Genevieve on Twitter @Voz_Dennis and @gevesteven
Cotton prices around the globe are trading at 11-year highs. Even logistics issues are not deterring physical prices from reaching highs, but how long will they be this way? Cheryl Kalisch Gordon joins Wes Lefroy to share her thoughts on what will soften cotton prices and when.
Global fertiliser prices have bounced again, and this time it’s not just farmers who are worried. Consumers too are starting to wonder what will this mean for food prices and availability. Senior Commodities Analyst Cheryl Kalisch Gordon is joined by Wes Lefroy, Senior Farm Inputs Analyst, to examine the relationship between fertiliser prices, crop production, and availability.
In global trade, Russia is a large importer of fresh produce. To look at the direct and indirect impacts of the conflict in Europe on the sector and address the question of whether Australia’s horticulture sector should be concerned, Michael Harvey enlists the expertise of Cindy van Rijswick, Rabobank's Global Strategist – Fresh Produce.
The war in Ukraine has taken center stage as a key market factor, but there are several other key trends to watch. That’s what Jan Lambregts, Rabobank's London-based Head of Global Economics & Markets Research, discusses with Stefan Vogel, General Manager RaboResearch Australia & New Zealand, during his visiting expert tour to Australia.
What are livestock and grain farmers most interested in at the moment? Senior RaboResearch Analysts Angus Gidley-Baird and Cheryl Kalisch Gordon share the big questions from the floor of Rabobank's recent RaboTruck client events held in central NSW.
After a pandemic-driven rollercoaster ride over the past two years has Australia’s domestic food market found a new normal? Or, are there some twist and turns to come? Michael Harvey and Wes Lefroy discuss this as we mark the two-year anniversary of Covid disorder.
While global urea prices were starting to show some respite, Russia’s invasion of Ukraine quickly sent prices upward once again. Cheryl Kalisch Gordon is joined by Wes Lefroy to dissect the market and discuss the implications this war holds for Australian farmers looking to purchase urea ahead of the winter.
Emma Higgins and Genevieve Steven discuss the impact of the war in Ukraine on global markets and potential implications for NZ farmers.
All eyes are on the farmer to help reduce emissions. But what’s in it for the farmer? That’s what Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discusses with Agricultural Analyst Dennis Voznesenski in the second half of this two-episode podcast.
All eyes are on the farmer to help reduce emissions. But what’s in it for the farmer? That’s what Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discusses with Agricultural Analyst Dennis Voznesenski.
In October 1914 the world lost all access to Black Sea wheat exports. What happened? Prices rose… a lot. What are the similarities and differences between then and now? Join Agricultural Analyst Dennis Voznesenski and Senior Commodities Analyst Cheryl Kalisch Gordon as they help you navigate the Black Sea crisis.
Michael Harvey and Emma Higgins are back to unpack the major themes that will shape global dairy markets in 2022.
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.
Join Dennis Voznesenski and Cheryl Kalisch Gordon to chat cotton wool tips for 2022. What’s going to happen to prices and production, and what are some factors that may throw the outlook out the window? Listen to find out. For more details, download the 2022 outlook.
Angus Gidley-Baird and Genevieve Steven discuss the 2022 outlook for Australia's and New Zealand’s major lamb export destinations.
Grain & oilseed prices are projected to move lower in 2022 but remain above the ten-year average. Furthermore, there are large left-field factors that could cause massive upside. To find out what these factors are and when we could see upside for some crops, even under the base case, tune in to our latest podcast with Senior Commodities Analyst Cheryl Kalisch Gordon in Orange, NSW and Agricultural Analyst Dennis Voznesenski in Sydney.
Join Senior Agriculture Analyst Emma Higgins and Agriculture Analyst Genevieve Steven to discuss their recently released report and to dig into the outlook for New Zealand’s commodities in 2022.
Russia and Ukraine are once again on the brink of war. How is this time different from April 2021 and the Crimean crisis of 2014, and what are the agricultural and broader geopolitical implications? Stefan Vogel, the new General Manager for RaboResearch Australia & New Zealand and former Global G&O Strategist, discusses with Agricultural Analyst Dennis Voznesenski.
Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. In part two of this two-part episode from our Agri Commodities channel, we join ACMR analysts Carlos Mera and Michael Magdovitz as they discuss the risks for coffee and sugar in 2022. Looking ahead, the development of La Niña in Brazil will be key for these commodities, while the container situation will be especially relevant for coffee.
In this two-part episode from our Agri Commodities channel, we join ACMR analysts Carlos Mera and Michael Magdovitz as they discuss the high price environment in G&O and the risks ahead for 2022. Wheat, feed grains, and vegetable oils all hit multi-year highs in 2022 due to supply issues and strong demand. Looking ahead, the development of La Niña, high input costs, and post-Covid demand threaten to keep supplies on the ropes and prices well supported.
It’s been another difficult couple of months for farmers trying to procure fertilisers, with global benchmarks continuing to increase rapidly. In our latest podcast, Wes Lefroy and Cheryl Kalisch Gordon examine some of the lead indicators that may signal material declines in the fertiliser price ahead. They hope listeners leave with some clear indicators to watch out for that they can apply to their procurement strategies.
Cheryl Kalisch Gordon and Dennis Voznesenski slice and dice the learnings from the 2021 Harvest Hits sustainability series and identify the key points to get set for a more sustainability-conscious global grain market.
Angus Gidley-Baird and Genevieve Steven chat with Global Animal Protein Strategist and lead author of Rabobank's Global Animal Protein Outlook, Justin Sherrard, about what key things we believe will affect livestock markets in 2022 and what the production outlook is by region and by commodity.
To discuss how sustainability in G&O looks across Asia, Rabobank’s Industry Analyst in Shanghai, Lief Chiang, and Senior Research Analyst in Singapore, Oscar Tjakra, join Sydney-based Agriculture Analyst and colleague Dennis Voznesenski. Oscar, Lief, and Dennis discuss which aspects of sustainability are the most important in each region, which segment of society is behind the drive for sustainability, and what effects the outcomes and impacts of COP-26 will have on the future of sustainability in Asia.
Why have cotton prices been rising more than wool? How will they play out in the future? Join Dennis Voznesenski and Cheryl Kalisch Gordon as they chat about the intertwined worlds of wool and cotton.
Rabobank’s Head of Rural Banking in Argentina, Ricardo Gonzalez, joins Cheryl Kalisch Gordon to share how Argentine grain & oilseed farmers are tackling sustainability on the farm, the role of technology in their approaches, and how he thinks they’re placed to manage increasing sustainability demands, including managing carbon emissions.
Japan and South Korea remain two very important markets for Australian beef. Following the release of the recent report, Uncovering the Value of the Japanese and South Korean Beef Markets,Cheryl Kalisch Gordon speaks with the report's author, Angus Gidley-Baird.
Angus Gidley-Baird (@angus_gb) / Twitter
Cheryl Kalisch Gordon (@kalischgordon) / Twitter
Australia has just committed to net-zero carbon by 2050 at COP26, and local and global markets are increasingly asking for the sustainability credentials of Australian grains. Cheryl Kalisch Gordon speaks to Crawford Taylor, Head of Sustainable Business Development for Rabobank Australia, about what Australian grain farmers need to know about sustainability, how they can respond to the demand for sustainability, and the potential challenges and opportunities facing them.
Private sector initiatives, propelled in part by investor pressure, have been a significant driving force for sustainability in the US grain & oilseed sector. In a chat with Saint Louis-based Senior G&O Analyst Steve Nicholson, Dennis Voznesenski finds out what the shift toward sustainability means for US grain & oilseed farmers and supply chain partners. How are they are responding, and how do the drivers for sustainability differ from the EU? Tune in to find out.
Consumer preferences and government policy responses in the EU are setting the pace in global sustainability transitions. Cheryl Kalisch Gordon chats with Stefan Vogel to find out what this means for EU grain & oilseed farmers, supply chain partners, and food manufacturers. How they are responding? What does this already mean for grains, oilseeds, and G&O products imported to the EU, and what will it likely mean for the future and for the EU’s export potential?
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 North America
Wes Lefroy (@wlefroy4) / Twitter
Four out of six states recorded double-digit median land price growth in 2020, but how long can the ag land price boom last? Wes Lefroy discusses his latest land price outlook, Does It Get Any Better Than This?, with Cheryl Kalisch Gordon.
Emma Higgins and Michael Harvey team up to discuss the latest Australian dairy report detailing why the industry is at an important juncture and what the investment outlook is for the next decade.
Angus Gidley-Baird and Dennis Voznesenski take a look at what is shaping the wool and lamb industries and what the outlook is for the coming season.
Government initiatives in the northern hemisphere to curb emissions will fundamentally change, and be the key driver of, the global canola market outlook through to 2030. Dennis Voznesenski, RaboResearch Agriculture Analyst, and Cheryl Kalisch Gordon, Senior Commodities Analyst, discuss what's next for canola – from current price highs right out to 2030.
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 and send prices skyrocketing. 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 Asiaand RaboResearch F&A North America
Wes Lefroy (@wlefroy4) / Twitter
New Zealand Senior Agriculture Analyst Emma Higgins sits down with Agriculture Analyst Genevieve Steven to have a chat about the challenges the New Zealand venison industry has faced during Covid-19 and the reasons for the industry to be optimistic.
Emma Higgins (@emhiggins) / Twitter
Genevieve Steven (@gevesteven) / Twitter
Angus Gidley-Baird and Michael Harvey take a (metaphorical) walk down the grocery aisle to discuss the boom in online food retail and the bust in the Australian food market's journey back to normal.
Angus Gidley-Baird (@angus_gb) / Twitter
Michael Harvey (@MickHarvey77) / Twitter
Canada’s dryness resulted in a canola crop of under 13 million tonnes, according to Statistics Canada’s latest estimate, and helped move global and Australian prices to record levels. Has the dryness affected Canada's lentil production in the same way, and can we expect price records to be broken for lentils too? RaboResearch Analyst Dennis Voznesenski and Senior Commodities Analyst Cheryl Kalisch Gordon discuss the impact of lower Canadian lentil production on global supply and Australian lentil prices.
RaboResearch New Zealand Analysts Emma Higgins and Genevieve Steven catch up to discuss the spring commodity pricing outlook and give an update on increasing fertiliser prices, freight logistics, and the NZ dollar.
Senior Animal Protein Analyst Angus Gidley-Baird and Head of Sustainable Development Lachlan Monsborough chat about some of the carbon programs that are currently confronting the livestock industry.
Global milk supply has been on an extended run of uninterrupted growth, which is expected to continue, but at a slower pace. Mick Harvey and Emma Higgins discuss the reasons why.
The Rabobank Rural Commodity Price Index rose another 3.26% in August, the highest level in more than 12 years. Senior Analysts in Australia’s RaboResearch team Angus Gidley Baird and Cheryl Kalisch Gordon share views on this surge as well as the team’s latest outlooks from Rabobank's September Agribusiness Monthly.
The 2021 Cotton Collective was another Covid cancellation, so Rabobank’s Senior Commodities Analyst Cheryl Kalisch Gordon and Global Strategist Michael Every catch up to discuss the world view and implications for Australian cotton that Michael was planning to share at the event.
Rabobank’s Senior Dairy Analyst Emma Higgins is joined by Animal Protein Analyst Genevieve Steven to discuss why New Zealand is experiencing record farmgate pricing amid global beef supply chain disruptions.
Rabobank's Global Grains & Oilseeds Strategist Stefan Vogel joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to consider how long global grain prices will sizzle, as the northern hemisphere’s 2021 crops are harvested.
Emma Higgins and Michael Harvey have a close look at the latest movements and rankings of the world’s largest dairy companies and reflect on the past two decades of change.
The US beef market has seen some phenomenal prices, which have provided support to Australia in the form of higher imported trimmings prices. In this podcast, Angus Gidley-Baird chats with Don Close in the US about the near-term future for the US beef market.
The European Commission has proposed ‘Fit for 55’, a package of policies aimed at reducing net greenhouse gas emissions by at least 55% by 2030. What does this mean for biofuel and, consequently, canola demand? Our G&O analyst in Australia, Dennis Voznesenski, chats with Rabobank’s Global Strategist for Grains & Oilseeds, Stefan Vogel.
This episode also appears on our sister podcast RaboResearch Agri Commodities**
Wes Lefroy and Michael Harvey undertake a half-time health check on food markets to look at how they are performing and what the second half might look like.
With prices buoyant for this time of the year, it's a good story all around for NZ sheepmeat farmers. Emma Higgins and Angus Gidley Baird discuss the drivers underpinning optimism in this sector.
Angus Gidley-Baird and Michael Harvey join forces to dig a little deeper and assess how diversification is at play across the Australian dairy supply chain.
Throughout 2021, higher prices and supply chain disruption have prompted Australian farmers to buy their fertiliser and agrochemical supplies earlier than usual. Was this a one off, or is this buying pattern here to stay for 2022? Wes Lefroy joins Michael Harvey to discuss.
The 2021/22 outlook for the Australian cotton sector appears bright in terms of production prospects and price. To find out if there are any catches, RaboResearch’s Agri Commodity Markets Cotton Analyst Andrew Rawlings joins Cheryl Kalisch Gordon of RaboResearch Australia to discuss the global market outlook and local Australian conditions.
This episode also appears on our sister podcast RaboResearch Agri Commodities
For the first time since 2012, local NZ urea prices have nearly cracked NZD 800/tonne. Why? And just what does this mean for dairy margins ahead of the spring? Wes Lefroy, Senior Inputs Analyst, and Emma Higgins, Senior NZ Analyst, answer these questions… and many more!
Australian lamb is seeing a lift in US import prices. Angus Gidley-Baird speaks with US Rabobank Rural Manager Kyle Brungardt about the US lamb industry, including the dry conditions that are impacting supply and the demand that is driving prices.
First, we saw severe dryness in the western US and Canada, which continues. Now, we have heavy rains and even flooding across parts of Europe during harvest. Are these weather events a big deal? Dennis Voznesenski, Agricultural Analyst in Australia, is joined by Stefan Vogel, Global Strategist for Grains & Oilseeds based in Europe, to delve into the details.
RaboResearch Grain & Oilseed Analysts Cheryl Kalisch Gordon (Australia) and Steve Nicholson (US) discuss the vastly different seasonal conditions of Australia and North America, what the hot temperatures and insufficient rainfall across important grain-growing regions of the US and Canada mean for the pricing outlook, and opportunities for Australian grains this year.
Angus Gidley-Baird chats with Eva Goscik and Justin Sherrard, authors of a recent Rabobank report titled Greenhouse Gas Emissions in Beef Supply Chains, about opportunities to reduce GHG emissions and who might drive this change.
Listen in as Wes Lefroy and Dennis Voznesenski take a look at some interesting things that you might have missed in the headlines recently. In this wide-ranging podcast, we discuss wheat exports, apparel sales, foreign investment – and we even provide a quick review of a new agriculture reality show on Amazon. Enjoy!
Emma Higgins and Cheryl Kalish Gordon discuss whether the winter period can hold the pricing heat for NZ ag commodities.
Prices are good, production prospects are good as we enter FY2022. Cheryl Kalisch Gordon and Angus Gidley-Baird, RaboResearch Senior Analysts in Australia catch up to discuss Aussie Ag’s momentum and if it can be maintained.
In this episode, Dennis Voznesenski joins Oscar Tjakra to discuss the outlook for 2021/2022 Australian winter crop planting and how this will impact grain & oilseed importers in Southeast Asia.
This episode is also on our sister podcast, RaboResearch Food & Agribusiness: Asia
Angus Gidley-Baird joins Michael Harvey to take a look at the hot and new world of milk pricing in Australia.
Local urea prices have been increasing quickly in recent weeks – in some cases rising AUD 50/tonne in one week! Are these price rises justified? Cheryl Kalisch-Gordon and Wes Lefroy discuss.
Angus Gidley-Baird and Dennis Voznesenski discuss what is shaping the commodity price boom and how this is rubbing off on the Australian wool industry.
On the eve of his departure for a career break, Tim Hunt talks to Wes Lefroy about the value of research, what we learn about markets through crises, and how to assess the credibility of any piece of analysis.
Tim Hunt and Nick Fereday (Rabobank Senior Consumer Foods Analyst based in New York) discuss the extraordinary growth seen by packaged food companies in 2020, the reasons why they may be able to hold onto some of these gains as the pandemic recedes, and three levers they are pulling to maximise their chances of success.
In a bid to reduce food price inflation, the Russian government put in place an export tax on grains & oilseeds in February. What impact will this have on Russian exports to Australia’s key export destinations? Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, & the Black Sea, and Dennis Voznesenski, Grains & Oilseeds Analyst in Australia, dive into the details.
This podcast dives into the Black Sea region to discuss the region's future production and, consequently, how much competition Australia may face selling canola to the EU. Dennis Voznesenski, local Grains & Oilseeds Analyst, and Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, and the Black Sea region, look into the details.
For those in Australia, it’s hard to miss the headlines about the growth of Australian agricultural land prices. The growth has been lengthy and sharp, but is it sustainable? Wes Lefroy joins Cheryl Kalisch-Gordon to discuss, with a zoom in on cropping land prices.
The case of the disappearing daigou has seen considerable downgrades in the performance of a number of offshore infant formula brands, which has flowed through their supply chains. Emma Higgins and Michael Harvey take a look at the case.
Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst with Rabobank Australia & New Zealand, is joined by her colleague Lief Chiang, Grains & Oilseeds Analyst based in China, to discuss why the outlook for canola demand in China is flat.
Adam Vanderstelt and Charles Clack take time out of their recent sugar tour to Northern Queensland to talk financial markets and sugar. And would you believe it? The commonality in these different sectors ended up surprising them both.
Emma Higgins and Sandy Chen look at the central factors that will determine the farmgate milk price for the 2021/22 season.
The EU, Australia’s largest canola export destination, is on track for a future wherein sustainability and chemical use are even more heavily regulated. How will this affect canola markets, and what will be the impacts on Australian exports? Rabobank’s Stefan Vogel, Global Grains & Oilseeds Strategist, and Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst, delve into the details.
Tim Hunt and Michael Harvey delve into the state of play in food retail and foodservice markets in Australia, China, and the US and cross-check the data against the recent experiences of companies like McDonald's, Starbucks, and Kraft Heinz.
What will Joe Biden’s support for biofuels mean for US canola demand, and what are the implications for canola trade flows out of Canada? Steve Nicholson, senior grains & oilseeds analyst in St. Louis, and Dennis Voznesenski, agricultural analyst in Sydney, delve into this question and many more. This episode is the first of a four-part series in which we look over the horizon to what the next five to ten years might hold for global canola trade.
Low cattle inventory and strong producer demand are the defining characteristics for the Australian beef industry in 2021. Wes LeFroy and Angus Gidley-Baird review the recently released 2021 Australian Beef Seasonal Outlook: Green Grass and Empty Pens.
Over the last month, tensions in the Black Sea between Ukraine and Russia have boiled over. Troops from both sides have amassed on the border of eastern Ukraine, and now the Russian defense ministry has announced plans for blocking the Kerch Strait, a passageway connecting the Black Sea and Sea of Azov, for foreign war ships and other state ships. What does this mean, and what are the possible implications if escalation continues? Dennis Voznesenski, Grains & Oilseeds analyst, and Michael Every, Global Strategist for Economics and Markets, delve into the details.
The last 12 months saw a culmination of factors disrupt the world in ways not seen for generations. At the same time, global grain prices rose and rains quenched Australia’s drought. How did grain merchants fare through the disarray? Dennis Voznesenski, Grains & Oilseeds analyst in Sydney, and Paul Van Zantvoort, Head of Value Chain Finance for Australia & New Zealand, delve into the details.
Steve Nicholson and Andrew Tasker join Rabobank Australia’s Charlie Clack from the USA to talk cotton. It’s a particularly busy time with both US planting and Australian picking underway, so the team delve into conditions, progress, policy and more to shed light on the sector outlook.
Canola prices around the world hit record highs in March. Why have prices for all oilseeds risen so much, and how sustainable are they? Dennis Voznesenski, grains and oilseed analyst in Sydney, and Oscar Tjakra, senior research analyst in Singapore, look into it.
Emma Higgins and Michael Harvey discuss the central factors that will determine what the pursuit of history looks like for Australian dairy ahead of the 2021/22 season and whether it is achievable.
Farmers are acquiring their nitrogen as we head into the winter season in the southern hemisphere. Does urea face the same price and supply pressures as phosphate? Sydney-based senior farm inputs analyst Wes Lefroy is joined by Sao Paulo-based global fertiliser research lead Matheus Almeida to discuss what has been driving the market and where global urea prices are likely to head from here.
Angus Gidley-Baird talks with Georgia Twomey and Fraser Stuart to get an on-ground assessment of current wool stocks and discuss the implications for wool prices.
Christian Lawrence, Rabobank's Senior Market Strategist in the US, runs through how the Biden stimulus package will be spent, what it means for consumer spending, and whether it will cause long-term indigestion.
After being ravaged by the pandemic, demand recovery expectations coupled with unrelenting Chinese imports led ICE#2 Cotton prices 30% higher than their pre-pandemic levels. Despite a recent sell-off, prices continue to trade at a premium – but how long can this continue? In this podcast, Agri Commodities Market Research and RaboResearch Australia converse on the current global supply and demand situation and the factors that could influence prices in the season ahead.
This episode also appears on our sister podcast RaboResearch Agri Commodities**
Global malt demand is expected to grow by 1.3 million tonnes by 2030. Where will that demand be, and what will drive it? Dennis Voznesenski, G&O associate analyst in Sydney, and Maria Afonso, senior sugar and G&O analyst in Europe, discuss export and domestic avenues for Australian barley.
Following the first anniversary of the WHO's declaration of a pandemic, dairy prices have gone from strength to strength. The question is: where to from here?
Ethanol production capacity in Asia – particularly in India and Thailand – has the potential to divert cane processing away from sugar production. Wes Lefroy and Charlie Clack dissect the subject, highlighting the possible implications for Australian cane growers.
Michael Harvey and Tim Hunt pick through the results of companies like Nestlé, Danone, Unilever, and McDonald's. They assess the pace of recovery in top line sales, whether channel distortion is waning, and the return of sustainability to centre stage.
Angus Gidley-Baird chats with Rabobank managers Lee White and Michael Fletcher, who cover some of Australia’s largest cattle producing areas, to get a sense of the rebuild. It appears that, even though the numbers suggest the Australian cattle herd is rebuilding, there are still plenty of places yet to put that into action.
In the last two years, farmers have faced shortages of inputs. In 2020, at the beginning Covid-19, farmers faced shortages of herbicides, including glyphosate. Twelve months on, they find themselves in a similar position, this time with phosphates. Mick Harvey joins Wes Lefroy to answer the immediate question of whether farmers will get their phosphate this season and if it's time to rethink when they buy inputs.
Following US import restrictions on China’s Xinjiang cotton, and possible future legislation from the EU and UK, Angus Gidley-Baird and Charlie Clack delve into what this could mean for the world’s cotton market. Has fibre provenance now emerged at the heart of sourcing decisions? Or are the impacts for Australian growers more subdued?
Emma Higgins and Michael Harvey kick off the year with a look at what unfolded in 2020 and what is in store in 2021 for the liquid milk export sector.
China has threatened to impede a range of Australian ag exports. Yet in December, Australia shipped over AUD 1bn of food, beverages, and fibre to China. Has China pulled back on its plans, or is there more nuance to this story? Tim Hunt and Dennis Voznesenski answer that one.
The RaboResearch team addresses the outlook for Australian ag, focusing first on cotton and ag land values before trying their hand at answering live questions from the audience on fertiliser prices, pulses, barley, the EYCI, wool, sugar, and China risk for dairy. This podcast was recorded with an audience who could watch online and ask questions of any of the analysts. Thanks to all who joined us – it made for a great session! Part 2 has been released a day after Part 1.
The RaboResearch team addresses the outlook for Australian ag, digging into beef, grains, and dairy. This podcast was recorded with an audience who could watch online and ask questions of any of the analysts. Thanks to all who joined us – it made for a great session! Part 2 will be released a day after Part 1.
Emma Higgins, Blake Holgate, and Tim Hunt explain how NZ agriculture has managed to stay profitable through the worst global economic crisis since the second world war and discuss if this can hold as the year progresses.
2020 saw a near-record winter crop harvest in Australia and trade barriers put up by a key trading partner, so why are Aussie grain prices not lower? Dennis Voznesenski and Wes Lefroy answer this question and give direction on where prices may head in 2021.
Global fertiliser prices have been increasing over the last three months. Will they continue to rise? Farm Inputs analyst Wes Lefroy catches up with Charles Clack to discuss Rabobank’s latest Semi-Annual Global Fertilizer Outlook: Demand Revival.
The Rabobank Rural Commodity Price Index sits at a record high for January, yet the world economy is weak, a bumper local crop was just harvested, and the AUD sits in the high 70s. Tim Hunt and Dennis Voznesenski take on this puzzling equation to explain what’s driving markets for Australian farm products.
See the Rabobank Rural Commodity Price Index here
Following the release of Rabobank’s latest Sugar Quarterly report, Wes Lefroy and Charlie Clack discuss the 2020 crush, outline expectations for the coming season and highlight the key risk for markets and prices in 2021.
Half a decade has brought significant change to global dairy trade flows, and the period between 2015 and 2019 has been no exception. Emma Higgins and Michael Harvey discuss how dairy trade flows have really shifted gears.
After the dramatic year that was 2020, what does 2021 have in store for the global meat industry? Blake Holgate and Angus Gidley-Baird chat with global strategist Justin Sherrard. What do we think production volumes will look like? And what are some of the key issues that will affect the industry next year?
How is ag tech going to further support farmers' decisions? Could buying farm inputs online impact the farm? In our final harvest hits episode, Cheryl Kalisch Gordon catches up with Wes Lefroy to discuss the tech we’ll be watching in 2021.
Charlie Clack and Angus Gidley-Baird assess the newly planted 2021 cotton crop, the impact of Chinese trade friction, as well as the domestic price outlook for the year ahead.
2020 saw a bull run in Agri commodities that has defied all expectations. What have been the driving factors, and what does 2021 have in store for grains & oilseeds prices? Dennis Voznesenski catches up with Stefan Vogel, head of Agri Commodity Markets and grains & oilseeds research at Rabobank.
Tim Hunt, Sandy Chen, and Hayden Higgins discuss how e-commerce sales channels for fresh produce in China are changing the pathway to consumers. They discuss how this channel will continue to grow as well as the drivers behind this growth, and provide some food for thought on how to approach.
Livestock demand was the driving force behind high local grain prices over recent years. Given that 2020/21 will bring rain and renewed pasture growth for so many regions, Dennis Voznesenski catches up with Angus Gidley-Baird to assess the feed grain demand outlook for 2020/21 and beyond.
Plant-based meat substitutes are a rapidly growing segment in an established and large consumer food market, attracting significant investments and consumer acceptance in recent years. Cheryl Kalisch Gordon and Dennis Voznesenski discuss the potential implications for grains, oilseeds, and pulse sectors globally, but with a focus on Australia.
Hayden Higgins talks with Blake Holgate about his latest report on the emerging trend of sustainable finance and the opportunities this could create for New Zealand’s agricultural sector. Blake outlines the current barriers to sustainable agricultural finance, what New Zealand needs to do to overcome these, and the key benefits that sustainable finance can provide New Zealand agriculture.
Now that the peaks have passed, Michael Harvey and Emma Higgins catch up to walk through how the milk production season has shaped up in both New Zealand and Australia. Spoiler alert: both sectors are in good shape.
Australia’s 2020/21 grain production recovery will rival 2016/17's record volumes, but there are a range of factors that are different from 2016/17, meaning the decision to store or sell grain this year is also different. Rabobank’s Cheryl Kalisch Gordon joins Rabobank Western Australia’s Ryan Meldrum and Rabobank Victoria’s Darrin Findlay to discuss how this decision is likely to play out across the country.
Angus Gidley-Baird speaks with Chinese analyst Chenjun Pan about that country’s current demand for protein (including beef) and what the demand is expected to look like over the coming year.
Australia’s long-awaited grain production recovery is here. After three successive years of below-average production, Australia is on track to deliver a 63% YOY increase in supply, according to our estimates. Rabobank analysts Cheryl Kalisch Gordon and Dennis Voznesenski discuss the 2020/21 crop, and what it means for exports and prices.
With growing community focus on greenhouse gas emissions, Tim Hunt, Angus Gidley-Baird, and Blake Holgate look at how the red meat supply chain is expected to deal with the focus, as well as some of the challenges and opportunities that will present themselves.
Angus Gidley-Baird and Charlie Clack dissect the news that Chinese mills are being discouraged from purchasing Australian cotton. How has this announcement come about, what are the impacts, and how can the Australian cotton industry adapt if China is no longer a key customer?
Emma Higgins and Blake Holgate discuss how dairy heifer exports to China have boomed this year, while taking a closer look at the drivers behind the lift.
Blake Holgate and Angus Gidley-Baird look at some of the key factors driving the Australian and New Zealand lamb market at the moment and what they might mean for the coming months ahead.
Tim Hunt and Michael Harvey join up during lockdown to take a close look as to how the drinking-milk market has performed during the global pandemic.
Michael Harvey welcomes back Emma Higgins to talk through the latest analysis and views on a volatile and uncertain outlook for the global dairy market.
A significant fall in CBOT Wheat prices in early August was followed by a strong rally higher. What was behind the volatility, and what do we expect for wheat prices in Australia for 2020/21? RaboResearch analysts Charlie Clack and Cheryl Kalisch Gordon discuss this volatility ahead of a significant recovery in Australian wheat production in the coming months.
Carlos Mera joins Charlie Clack to address the growing presence of speculative activity in soft commodity markets – including sugar – and the reasons why. The duo look at how this – along with the fundamental outlook – is set to drive the sugar price.
Australian young cattle prices have been at record levels for almost 7 months. How much longer can they stay there? Angus Gidley-Baird talks with Don Close about what happened in the US beef industry back in 2015 to see if there are any lessons to be learnt.
Renewed canola supply for Australia in 2020/21 is just around the corner, and prices will come under harvest pressure. Cheryl Kalisch Gordon, RaboResearch Senior Grain & Oilseed Analyst, joins Associate Analyst Dennis Voznesenski to discuss the price outlook and factors playing into it, including regulatory factors.
Suspension of CBH’s registration to export barley to China comes just three and a half months after an 80.5% tariff was put on Australian barley by China. Agricultural Analyst Wes Lefroy joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss this latest announcement and the wider context of the changing market for Australian barley.
How can farmers increase their reliance on tech? Who is likely to deliver these solutions to the farm? How might that impact farmers' relationships with the supply chain? In our latest tech podcast, Wes Lefroy is joined by Charles Clack to discuss Wes’s recent report, "Digital Pathway to Power."
Charlie Clack joins Hayden Higgins to talk about Australian cotton and the opportunities for the industry in the coming decade. The duo talk about demand prospects, potential area expansion here at home, and how social license to operate will be crucial for the industry in the future.
Australian exports to China have surged, but the political relationship is souring. Tim Hunt and Dennis Voznesenski discuss where the industry goes from here.
Hayden Higgins and Tim Hunt discuss how foodservice shutdowns, changes in retail sales linked to shopping and eating habits, and the supply of labour under Covid-19 have all influenced the Australian fresh produce sector in 2020.
Strong demand signals continue to encourage the rapid expansion of New Zealand kiwifruit supply. To support this, a significant amount of capital expenditure is required in the post-harvest segment. Hayden Higgins and Blake Holgate discuss how this could be funded, along with considerations for kiwifruit growers.
In Part 2 of a two-part series, Hayden Higgins and Blake Holgate discuss the influence of e-commerce on wine sales in the current and post-Covid-19 environments and four basic steps for establishing an e-commerce strategy.
Michael Harvey and Angus Gidley-Baird take a close look at Southeast Asia dairy markets to assess what is in store in the months ahead, as the region grapples with the global pandemic.
Nick Fereday explains the significant impact of Covid-19 and the Black Lives Matter movement on company statements and actions.
In late May, the government announced its final decision on the Action for Healthy Waterways package. Blake Holgate and Hayden Higgins highlight the key changes that have been made from what was originally proposed last year, and discuss what it means for NZ farmers.
Michael Harvey and Tim Hunt discuss what we can learn from the Q2 results of some of the world’s largest food companies.
Michael Harvey is joined by Sandy Chen to take a close look at what to expect as New Zealand milk production hits its straps and the world’s largest trade flow of milk gets underway.
How do families negotiate their way through the issues of fairness and/or equality in inheritance when their goal is to ensure continuation of the farm and a happy family? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to share how families account for contributions to the business, individual expectations, and financial reality.
Angus Gidley-Baird and Dennis Voznesenski take a look at what we think will shape the 2020/21 wool season.
Victor Ikeda joins Charlie Clack to talk over the prospects for 2020 cotton production, logistics, and demand as a record Brazilian cotton harvest gets underway. Amid the pandemic, it has become clear that both Brazilian and Australian growers are seeing similarities in terms of supply chain stress and short-term market drivers.
With farmers across New Zealand preparing for spring nitrogen applications, Wes Lefroy, and Blake Holgate discuss Rabobank’s latest global fertiliser outlook.
In Part 1 of a two-part series, Hayden Higgins and Blake Holgate discuss the impact of Covid-19 containment measures on US wine sales in on-premise channels and the implications for Australasian exporters, as well as touch on e-commerce channels, which will be a feature of Part 2.
The time for applying urea is here! Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon joins our Farm Inputs analyst Wes Lefroy to discuss whether the current price points of grains and urea will make applying more urea this season the smarter choice.
How can markets, rainfall, risk, where you live, and what you do affect how your family approaches farm succession? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to discuss how external factors, such as drought and commodity production, have historically affected how farming families approach succession planning.
Although African swine fever (ASF) has taken a backseat to Covid-19 so far this year, it very much continues to result in reduced pork availability in China. Angus Gidley-Baird and Blake Holgate discuss Rabobank’s latest forecast, along with the impact ASF is having on the Australian and New Zealand red meat sectors.
Uncertainty about the impact of Covid-19 has taken the gloss off farmer confidence, but overall, farmers remain upbeat about the year ahead. In our latest podcast, Wes Lefroy is joined by Tim Hunt to discuss the latest results from the Rabobank Rural Confidence Survey.
Blake Holgate and Tim Hunt assess the damage Covid-19 is inflicting on the foodservice industry in China, the US, and Australia. They discuss how long a recovery might take and why some ag exporters are seeing increased sales to these markets regardless.
Prices of Australian Ag land will largely hold firm during 2020. Wes Lefroy and Tim Hunt discuss why Ag land will pass largely unscathed through the Covid-19 economic crisis.
Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labour challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia.
The underlying global dairy market fundamentals look set to remain very weak for much of 2020. Tim Hunt and Michael Harvey discuss whether New Zealand and Australian dairy farmers will dodge a bullet.
Driven by a dramatic drop in production, the Australian lamb industry has seen prices remain very strong while many commodities have seen disruption as a result of Covid-19, but are there clouds on the horizon? Angus Gidley-Baird and Charles Clack look at the lamb industry and how it is fairing under Covid-19.
All the hallmarks of an above-average Australian winter cropping season are falling into place. Good opening rains and fast planting progress across New South Wales, Victoria, and South Australia support our forecast for total hectares to be up 95%, 14%, and 12%, respectively, and across Australia as a whole up by 26% YOY. Dennis Voznesenski and Cheryl Kalisch Gordon share their views on the outlook for 2020/21.
Charlie Clack and Wes Lefroy review the latest prospects for the sugar market as our domestic crush gets underway. After a turbulent start to the year, the team attempts to put an uncertain 2020 outlook into perspective – drought, deficits, and dealing with Covid-19 are just the start!
Michael Harvey asks Tom Bailey to provide insights on the fundamentals impacting the US dairy industry, with a keen focus on where to go from here. We hope you enjoy.
Last November, Wes Lefroy and Lachlan Monsbourgh attended AgriTechnica – the world's leading machinery and AgTechnology field days in Germany. In our latest podcast, Wes and Lachlan review their key takeways, share what has happened since, and share their views on how these key trends will impact farmers in the future.
The 2020 season is soon coming to a close, raising the question: how could the new 2021 season shake out amid Covid-19? Andrew Tasker joins Charlie Clack from St Louis, Missouri to depict a somewhat uncertain cotton outlook, where US acres, Chinese buying, and Brazilian logistics could all play a part.
Tim Hunt and Dennis Voznesenski review the first four months of the crisis and its impact on Australian farmers.
Australian winter crop production is set to surge from last year’s lows. With that in mind, Cheryl Kalisch Gordon joins Oscar Tjakra to find out about post-Covid-19 grain demand in SE Asia. Could SE Asia be in need of extra feed grain? How will wheat-based consumption fare among Covid-19 disruptions? And can growth in Thailand’s feed barley imports continue?
This episode also appears on our sister podcast RaboResearch Food & Agribusiness Asia**
Following very strong pricing in recent seasons, NZ venison producers are facing some challenging times ahead. Blake Holgate and Hayden Higgins take a look at the outlook for the next 12 months, including just how much Covid-19 will impact the sector.
What is important for getting farm succession right and keeping businesses viable and families happy? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to share her experience in the area and her insights into how families can get on the front foot in succession planning.
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 has also been released on our sister podcast, RaboResearch F&A North America
Roland Fumasi joins 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 has also been released on our sister podcast, RaboResearch F&A North America
Michael Every, Global Strategist, talks to Tim Hunt about the outlook for the global economy, currency, and interest rates in a Covid-19 world.
Hayden Higgins is joined by Cindy van Rijswick to discuss core sustainability themes that fresh produce sector participants from across the globe highlighted in late 2019. Hayden and Cindy talk about the top five segments and discuss how relevant they may be in a post-Covid-19 environment.
Hayden Higgins is joined by Michael Harvey to digest the global dairy fundamentals that underpin RaboResearch’s milk price forecast ahead of the 2020/21 season.
Increased uncertainty in the usual supply chains of global agrochemicals and fertilizers has raised worries for domestic growers, including in the sugar sector. Wes Lefroy joins Charles Clack to chew the fat on recent supply disruptions and what our growers can expect in the coming months.
Angus Gidley-Baird and Charles Clack discuss the impact of Covid-19 on the Australian wool and cotton markets and what it means for the short-term outlook.
Sam Chambers, Associate Director, Markets for Rabobank Australia and New Zealand, joins RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss swaps strategies in the context of Q1 volatility in global wheat pricing, the lower Aussie dollar, prospects for improved local production in 2020, and what should be on the radar for risk management as 2020/21 plays out.
Covid-19 has introduced uncertainty and downside in many agricultural markets. RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon and Agriculture Analyst Wes Lefroy discuss our revised outlook for grain and oilseed markets in 2020 amid the spread of Covid-19 and OPEC+ supply uncertainty.
Covid-19 prevented Steve Nicholson, our US-based grain & oilseed analyst, from joining us in Australia in March, but that won’t stop the messages getting through! He joins Cheryl Kalisch Gordon, our Australia-based grain & oilseed analyst, in the podcast for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability.
Angus Gidley-Baird and Blake Holgate talk about the impact Covid-19 is having on the Australian and New Zealand red meat industries.
Global dairy markets have experienced a volatile start to 2020. Despite the elevated levels of uncertainty, Emma Higgins and Michael Harvey take a look at the global dairy market fundamentals and how things might play out through the rest of 2020.
Blake Holgate and Emma Higgins discuss how the costs and risks posed by tightening environmental regulations can be incorporated into future investment decisions.
Emma Higgins and Blake Holgate discuss what might happen to dairy land prices over the coming five years.
Sandy Chen, Rabobank’s Senior Dairy Analyst in China, talks to Tim Hunt about the impact that coronavirus has had on the economy and food sales and how long recovery will take.
Coronavirus has caused significant disruptions to trade, manufacturing, and consumer behavior, but what about cotton? With China as our major customer, there is a substantial link between coronavirus and the Australian cotton industry. Angus Gidley-Baird and Charlie Clack investigate.
Coronavirus has created something of a 'perfect storm,' threatening to disrupt Australian agrochemical supply ahead of the winter crop. Wes Lefroy and Cheryl Kalisch-Gordon discuss where some pressure points may lie ahead of crop planting.
Brexit is anticipated to have far-reaching impacts around the world, with many industries – including sugar – feeling the effects. Charlie Clack and Maria Afonso join forces to see if Brexit could, however, also translate into opportunities for the world’s major sugar exporters.
There is downside in the outlook for Australian barley prices in 2020/21. RaboResearch Associate Analyst Dennis Voznesenski joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to find out where the pluses and minuses for pricing will be. Looking further ahead, they discuss how important new barley market access to Indonesia and India will be for Australian barley export prospects.
Blake Holgate and Emma Higgins discuss what returns NZ sheep and beef farmers should expect to see in 2020, including the impact of coronavirus on the pricing outlook.
With EU milk production growing again, and the season peak around the corner, Michael Harvey Talks with Richard Scheper about what to expect for EU milk production in 2020.
With trade deals, rain in Australia, and the approaching Lebaran holidays in Indonesia, Angus Gidley-Baird speaks to Barry Gerschwitz and Ben Santoso about the outlook for Australian live cattle trade with Indonesia.
Maria Castroviejo and Hayden Higgins discuss the recent European vintage and pending Brexit (again), along with the new raft of US tariffs on European wines and their possible implications. These scenarios present challenges for some and, perhaps, opportunities for others.
Tim Hunt and Blake Holgate discuss the outlook for NZ agriculture in 2020 and why it looks better than many other regions of the world.
Sugar prices have gained ground in 2020, owing to a catalogue of reasons including speculative buying and global supply and demand. Carlos Mera joins Charlie Clack to outline the reasons, risks, and outlook for the year ahead.
Tim Hunt and Michael Harvey explore the current and potential impacts of coronavirus on Australia and New Zealand's F&A industries.
Tim Hunt and Charlie Clack discuss why Australian production may face a multi-year recovery and how prices will help ease the pain.
Emma Higgins and Blake Holgate discuss some of the challenges and opportunities for New Zealand dairy farmers in 2020.
Will fertiliser prices remain favourable for farmers during 2020? Sydney-based analyst Wes Lefroy is joined by his fellow farm inputs colleague from São Paulo, Matheus Almeida, to discuss our expectations for prices during 2020 and highlight some key factors to watch.
What does 2020 hold for the world economy and geopolitics? Michael Every, Senior Strategist Asia-Pacific, provides his take on what to look out for this year.
There have been some major challenges thrown at Australian dairy in recent times. Tim Hunt and Michael Harvey take a look at what 2020 holds for the sector.
Over the past five years, limitations, such as a significant decline in the number of properties on the market and increased demand from family farms and investors, have made it harder to purchase the right property at the right price. In our latest ag land podcast, Wes Lefroy and Charlie Clack discuss how interregional purchases are becoming a more attractive option for farmers looking to expand. You can read the recently released report here.
2019 marked a big year for the global animal protein market, as the effects of African swine fever rippled throughout the world. Justin Sherrard, Blake Holgate, and Angus Gidley-Baird discuss what will shape animal protein markets in 2020, as well as the outlook for global production and local production in Australia and New Zealand.
Hayden Higgins and Wes Lefroy discuss lessons from Wes's recent trip to Hanover for Agritechnica and their relevance for horticultural businesses. They discuss the practical applications, working examples, and potential market impacts of adopting ag tech in the future.
Contrary to the ‘what goes on tour’ rule, Steve Kelly (Rabobank Regional Manager for WA) and Darrin Findlay (Rabobank Branch Manager for Ballarat in Victoria) join RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to share insights from their recent trip to Argentina and Brazil with 24 Australian Rabobank clients. While there are challenges for grains businesses in both of these South American nations, this conversation picks up on the common ground shared by the southern hemisphere’s largest grain producers, and what strengths sit behind expected South American grain production growth.
Like other areas in Australia, northern WA is also experiencing dry weather. But there are some exciting things happening with water infrastructure and supply chains in the area.
Australia’s persistent drought is set to hit 2019/20 production hard, to the lowest output since the 2007/08 season. Charlie Clack and Dennis Voznesenski talk prospects for cotton, water, and markets in the drought-stricken season to come.
Tighter regulation and changing corporate standards are placing pressure on farmers to reduce carbon emissions. In our final AgriTechnica podcast, Wes Lefroy and Lachlan Monsborough discuss technologies they've seen throughout the week that can assist.
Following the conclusion of Day 4 (Wednesday 13th November, 2019) at AgriTechnica 2019, Lach Monsborough and Wes Lefroy discuss why they think drones will make a comeback, and how they will deliver value.
Sensors and accompanying data analytics will play a bigger role in farm decision-making in the future. Wes Lefroy and Lach Monsbourgh discuss what farmers should consider, with Harry Smit from RaboResearch live from Day 3 of AgriTechnica 2019.
Emma Higgins and Blake Holgate discuss how New Zealand milk production has been tracking and what farmers might expect over the remainder of the season.
To date, sharing data between platforms has been a barrier to adoption. Following day 2 of Agritechnica, Wes Lefroy and Lach Monsbourgh discuss how data platforms dynamics are changing, bringing flexibility to the farmer.
Will you drive a diesel tractor in the future? From Day 1 of Agritechnica in Germany, Wes Lefroy and Lach Monsbourgh discuss why there is a growing case for tractors to be powered by fuels other than diesel, and the growing likelihood you will not be driving them.
Senior Animal Protein Analyst Angus Gidley-Baird and Associate Analyst Dennis Voznesenski discuss the factors behind recent price moves and look into what the future holds for Australian wool prices.
From November 11 -15 RaboResearch Analyst Wes Lefroy, together with Lachlan Monsbourgh will be leading Rabobank's first virtual tour to AgriTechnica in Hannover, Germany. Listen in, as Wes and Lachlan discuss what they expect to see at the world’s leading ag machinery field days, and how you can follow the journey.
Rabobank’s Global G&O Strategist, Stefan Vogel, joins Australian-based Senior G&O Analyst Cheryl Kalisch Gordon to talk grains. They discuss where we expect upside in a market burdened by supply and trade war troubles, what might undermine that upside, and what this means in the context of Australia’s 2019/20, again, drought-affected grain harvest.
With Australia and New Zealand's seasonal peaks now over, Tim Hunt and Michael Harvey take a close look at local and global dairy market dynamics.
Australian and US farmers operate in two very different environments, with different resources available to them and serving different markets. Following his recent trip to the US, Wes Lefroy is joined by Charles Clack and Angus Gidley-Baird to discuss their impressions of the differences between the two environments and what Australian farmers can learn from their US counterparts.
Not since 1959 has Australia sent so many of its food & agricultural exports to one market. Tim Hunt and Dennis Voznesenski discuss how we got here, what it means, and how the country might respond.
Blake Holgate and Emma Higgins discuss what proposed freshwater reforms could mean for NZ farmers – and explain how they can have their say.
China has become Australia’s biggest market for sheepmeat and beef exports. To understand what is driving this, Angus Gidley-Baird speaks with RaboResearch’s protein analyst, Chenjun Pan.
Which lessons can Australasian organic fresh produce growers learn from developments in the US market? Horticulture analyst Hayden Higgins and dairy analyst Emma Higgins talk about the markets in both Australia and NZ, covering topics that will be of particular interest to those Australasian growers who are considering expanding from conventional to organic production.
Amid students marching for climate change action, Michael Harvey and Tim Hunt discuss a revolution when it comes to the role companies in our society are playing... along with the implications this is having for farmer suppliers. Listen to "The Revolution Will Not Be Televised" by Gil Scott-Heron
Much like their Australian counterparts, US crop farmers have also been challenged by weather this season – albeit on the opposite end of the scale. Straight from the RaboResearch studio in St. Louis, Wes Lefroy joins regulars Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker to discuss the latest issues facing both US and Australian crop farmers.
After India’s latest announcement over 2019/20 export subsidies, the global stage is set for next season’s sugar trade flows. Charlie Clack joins Dennis Voznesenski to talk sugar, toothless monsters, and unruly next-door neighbours.
Since 2008, China’s wine market has been the fastest growing market globally. It appears to be slowing down thanks to a variety of factors, but Rabobank believes this to be a temporary phenomenon. China is expected to remain an attractive export market moving forward, though the competitive landscape for both foreign and domestic wine companies continues to evolve. Tim Hunt and Hayden Higgins discuss what is influencing this current change and identify the drivers for future growth in China as well as risks faced by exporters.
Worth an estimated AUD 227bn, global seafood trade is feeling the impact of the US-China trade war, but what does this mean for Australia’s AUD 3.5bn seafood trade exposure? Angus Gidley-Baird speaks with Gorjan Nikolik, Rabobank’s senior analyst on seafood.
Ag land prices were on fire during 2018... but will land-price growth continue to defy the drought? Join Wes Lefroy, author of our recent Rabobank Land Price Outlook, and GM for RaboResearch AU & NZ, Tim Hunt, as they discuss the outlook for land prices for the coming 18 months. Missed our report? Please catch up here.
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.
Angus Gidley-Baird joins Wes Lefroy to discuss his latest report — a look at opportunities for growth in Australia’s grain-fed beef sector, including the possibility of tripling grain-fed beef exports to China.
This time around, we give you an update on the latest iteration of the US-China trade war: Why is there is risk for NZ businesses? And just where do strategic opportunities lie in the midst of all of this chaos? Emma Higgins, dairy analyst for New Zealand, enlists Michael Every, Rabobank’s Asia-Pacific Strategist, to explain.
Our much-anticipated annual Global Dairy Top 20 is here! Emma Higgins and Michael Harvey take you on a quick tour of global dairy, shedding light on who the biggest movers and shakers are for 2019.
In this RaboResearch podcast, we employ the expertise of Sandy Chen to check the pulse of the Chinese dairy market, taking a close look at the local supply picture and at how dairy consumption is tracking amid a weaker economic backdrop.
This episode was also published on our sister podcast focused on Asian F&A: RaboResearch F&A Asia
What happens when the world’s largest economies battle it out – and what does this mean for global grain markets and for Australia’s grain export prospects going forward? Join Cheryl Kalisch Gordon and Wes Lefroy for the latest outlook for grains in the escalating US-China trade war.
What will beef prices do over the remainder of 2019? In the second and final part of our series focusing on NZ’s red meat outlook for the second half of 2019, Blake Holgate and Hayden Higgins discuss the key factors that will drive beef returns over the coming months.
There is never a dull moment in Australian dairy! Tim Hunt and Michael Harvey take a close look at what is underpinning milk prices, from the retail shelves and farmgate to global markets.
Feedlotting lamb is becoming more popular. Angus Gidley-Baird and Brian Samson look at the fundamentals in the Australian lamb sector to identify if there are possibilities for growth.
With crushing in full swing, the domestic harvest brings to light the topic of marketing in a tough environment. Wes Lefroy and Charlie Clack discuss Rabobank’s latest outlook and where there could be opportunities for growers.
Emma Higgins and Blake Holgate discuss where the EU-NZ FTA negotiation process is currently at, and what some opportunities and concessions might look like for New Zealand's dairy industry.
What does the second half of 2019 have in store for New Zealand sheepmeat prices? In part one of this two-part series focusing on New Zealand’s red meat outlook for the remainder of 2019, Blake Holgate & Emma Higgins discuss whether sheepmeat prices will be able to match last year's record levels. Part two, the outlook for New Zealand beef, will be released late July.
What can McDonald’s teach us about a social licence to operate? Tim Hunt and Wes Lefroy explore the company’s surprising history; the way it tackled waste, obesity, deforestation, and animal welfare; and the lessons for farmers and food companies facing the same challenges today.
Grinding It Out: The Making of McDonald's – Ray Kroc (on Amazon)
The Battle to Do Good: Inside McDonald's Sustainability Journey – Bob Langert (on Amazon)
An analysis of what was (not) agreed upon at the recent G20 summit, the impact of the US-China trade war on the real economy, and why we're still heading towards a difficult end game for Australian and NZ agriculture. Tim Hunt, Head of RaboResearch in Australia and NZ, enlists Michael Every, Rabobank’s Asia-Pacific Strategist, to explain.
Against the backdrop of other glyphosate-related events, Australia’s first glyphosate-related court case was confirmed in June. Wes Lefroy is joined by Cheryl Kalisch Gordon to discuss the potential implications for Australian farmers.
With the new Australian definition of lamb in place from 1 July, Angus Gidley-Baird and Simon Hegarty take a look at the implications.
How could the US cotton season impact domestic growers in Australia? Wet weather, marketing, and geopolitics are on the agenda as Andrew Tasker joins Charlie Clack from St Louis, Missouri.
With Tasmania’s location, climate and collaborative approach within its many horticulture sectors, it is well-positioned to capitalise on rising demand for high-quality premium fresh produce and wines. Following the Tasmanian Fruit Growers Conference held in the first week of June 2019, Senior RaboResearch Analysts Cheryl Kalisch Gordon and Hayden Higgins discuss Tasmania’s ability to capitalise on this, as well as how technology will continue to have an increasing ability to add value for horticultural production.
Emma Higgins and Michael Harvey explore the dynamics driving global dairy markets on the back of the release of RaboResearch's latest global dairy outlook report. What is the price direction for commodity markets; and what are the revised milk price forecasts for the new season?
In the wake of yet another dry start to the winter cropping season for much of Australia, Wes Lefroy and Cheryl Kalisch Gordon discuss their outlook for plantings, production, exports and pricing this season.
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.
One of the major trends that we are seeing among consumers is the evolution of personal nutrition plans. In our latest Tech Talk, Wes Lefroy is joined by Charlie Clack to discuss what this trend means for the future of farming.
Emma Higgins and Blake Holgate discuss some of the possible implications for dairy farmers as African Swine Fever rapidly takes hold of Chinese pork production.
Angus Gidley-Baird talks to Don Close about the current situation in the US beef market, what the future looks like, and how it will affect Australian beef trade with the US.
Charlie Clack joins Cheryl Kalisch Gordon to discuss the outlook for global wheat prices and what Australian farmers can expect in the local market as 2019/20 plays out.
The opportunities forestry presents for NZ landowners varies widely. Blake Holgate and Emma Higgins explore what key considerations landowners should take into account when deciding whether or not to plant trees.
With the Australian cattle herd at a 20-year low, this year’s market will be heavily influenced by seasonal conditions, with strong upside if seasons improve. Angus Gidley-Baird speaks with Wes Lefroy.
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.
Recorded live at Rabobank’s recent F2F summit, Senior Consumer Foods Analyst Nick Fereday and RaboResearch GM for Australia & NZ Tim Hunt discuss the downstream trends that matter to the food industry and farmers, along with the opportunities and challenges they are bringing.
For a complete wrap-up of Rabobank Farm2Fork, please click here.
Emma Higgins and Mick Harvey discuss the new season's forecast milk price and other considerations for New Zealand dairy farmers.
African swine fever is heavily impacting global demand for animal protein. Justin Sherrard and Angus Gidley-Baird discuss the current situation and the potential impact the virus could have on Australia.
The Australian dairy supply chain is facing considerable pressure ahead of a new season. But green shoots are on the horizon, with signs of a bottoming in the margin cycle. Tim Hunt and Michael Harvey cast an eye towards the 2019/20 dairy season.
Technology has an influence on land prices, both in the short and long term. But how? For this special episode, RaboResearch Australia & NZ Head Tim Hunt joined Wes Lefroy live from the Rabobank Farm2Fork summit.
For a complete wrap-up of Rabobank Farm2Fork, please click here or head to rabobank.com.au.
The current and future state of wheat demand in South=East Asia will be a critical factor in determining how Australian farmers and supply chain partners decide to prioritise quality or quantity in the pursuit of profit. Singapore-based Senior Analyst Oscar Tjakra joins Cheryl Kalisch Gordon in this podcast to share his insights on changing wheat demand in South-East Asia and what it means for the Australian grains industry.
Over 1,300 farmers and other industry stakeholders attended this year’s Farm2Fork event on Cockatoo Island in Sydney. The reason: to celebrate innovation in agriculture. Charlie Clack is joined by Wes Lefroy to discuss his key learnings – and in particular what Farm2Fork told us about the future of the farm.
For an in-depth summary and highlights of all things Farm2Fork, please click here.
In April 2018, the WA live sheep export industry hit the news. One year on, Phil Edkins and Angus Gidley-Baird discuss the current state of the industry and what options are on the table for the future.
An increasingly tight Australian grain balance sheet since 2017 has so far subdued the effects of the US-China trade war on Australian grain prices, but that would change with good autumn rains. RaboResearch Australia & NZ Head Tim Hunt chats with Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon about the range of impacts we expect, along with implications for Australian grain exports and pricing ahead of 2019 winter crop planting.
Slowly but surely, the global sugar market is conveying some positive signals… but at a nail biting pace. Andy Duff joins Charlie Clack to talk supplies, subsidies and a slow, but positive, price outlook. This latest podcast follows the release of Rabobank’s Q1 Sugar Quarterly report.
In this episode, Wes Lefroy and Tim Hunt explore how consumer acceptance of science in food and farming is shaped by the intentions of those who deploy it.
Tim Hunt and special guest Alex Tobin (Chief Editor at RaboResearch) explain the impact of social media on group thinking, policy setting, and social licence to operate... and what might be done to counter this.
Tim Hunt and Cyrille Filott (Global Strategist, Consumer Foods) investigate key trends in the EU market that food companies in Australia and New Zealand need to be aware of – from plant-based foods and RTD coffee, to the rise of retailers as trusted advisers. The podcast also outlines what to expect from the new Rabobank 'Consumer Foods to Go' podcast channel.
The big hype and lack of immediate on-farm value has left some farmers disillusioned about new technologies. In our latest Tech Talk, Angus Gidley-Baird is joined by Wes Lefroy to discuss that although some new technologies have yet to offer great operational value, it is critical that farmers maintain technology as part of their long-term strategic planning.
Michael Harvey explores the current US dairy landscape with Global Sector Strategist Mary Ledman. Topics such as trade wars, cheese stocks, and margin pressures continue to dominate the headlines. What lies ahead for US dairy?
The sustainability of red meat production systems is coming under increasing scrutiny, with the recently released EAT-Lancet Commission report calling for a drastic reduction in red meat consumption levels. Blake Holgate and Justin Sherrard discuss the report and other key global sustainability developments, exploring what it means for New Zealand red meat producers.
Senior Rural Manager Adam Tomlinson joins Senior G&O Analyst Cheryl Kalisch Gordon to talk about summer 2018/19 rainfall in parts of central NSW – and what it means for 2019 winter cropping prospects... if anything. And with cereals high on the agenda for additional hectares in 2019, we're also taking a look at barley price prospects.
Grain and fodder availability is going to be limited in 2019. Angus Gidley-Baird, Cheryl Kalisch Gordon, and Wes Lefroy look at the current fodder availability and what it means for the coming months.
Global avocado production is on fire – and as increased supplies don't enter the EU market in an even way, this results in increased price volatility. This occurred in 2018, and it will likely happen more often in the future – despite the still-growing market in Europe. In this episode, Hayden Higgins and Cindy van Rijswick discuss the developments in the European avocado market, along with any similarities with the market in New Zealand and Australia.
With clouds gathered over the ICE #2 Cotton market, Tim Hunt and Charlie Clack unpick the reasons behind this move lower... and where prices are likely to head from here.
Emma Higgins and Blake Holgate discuss some of the impending regulatory changes set to unfold across 2019 and – where known – their impact on New Zealand farmers.
Tim Hunt, Head of RaboResearch Australia/New Zealand, and Michael Harvey, Senior Analyst, explain the rising headwinds and downside risks that will characterise the market in 2019.
Tim Hunt, Head of Rabo Research Australia/New Zealand, and Analyst Blake Holgate, assess the prospect for a third profitable NZ season and the downside risks that will characterise the market in 2019.
As we roll into early 2019, sustainability and animal protein analyst Blake Holgate talks with horticulture and wine analyst Hayden Higgins. Together, they take a look at what 2018 brought... along with some of the positives, as well as potential challenges for horticulture and wine in both New Zealand and Australia over 2019.
2019 is shaping up to be a big year of transition for the organic dairy sector. Michael Harvey and Michael Napier explore the changing landscape of the Australian organic dairy industry. This includes taking a closer look at the push-and-pull factors supporting dairy farm conversion... and, importantly, what are the key considerations?
Michael Every (Head of Financial Markets Research, Asia-Pacific) and Tim Hunt (Head of RaboResearch F&A, Australia & New Zealand) discuss whether the slowdown in the trade war is just temporary. And what about the broader mounting and disconcerting risks regarding economic growth in China and the US?
How can Australian grain remain competitive globally? Bulk network rationalisation was employed in the past, to achieve efficiencies – but this has consequences as to how grain producers pursue profitability into the future. Cheryl Kalisch Gordon joins Wes Lefroy to discuss this in the context of a range of other developments in the Australian grains supply chain.
For Cheryl's full report, please click here.
Angus Gidley-Baird and Blake Holgate take a look at RaboResearch's Global Animal Protein Outlook 2019. What will influence Australian and NZ markets in the year ahead?
In 2018, RaboResearch launched its inaugural report on Australian Ag Land Prices, ‘No Summit in Sight’. Cheryl Kalisch Gordon discusses the report with author Wes Lefroy, honing in on the key drivers of land prices across Australia.
Tim Hunt, Head of RaboResearch F&A in Australia and NZ, and Senior Analyst Michael Harvey rank the big events of 2018 and assess their impact in the short and long term.
RaboResearch sustainability analyst Blake Holgate examines how forestry land is currently treated within the NZ emissions trading scheme – and discusses how proposed changes to the scheme could create new opportunities for those considering planting new forests or registering existing forests.
A major squeeze on dairy farm margins will see national production fall to two-decade lows. Michael Harvey and Tim Hunt explore the forces behind this, the outlook for margins moving forward, while dissecting the implications for supply chains.
Would you like a side of data with that? In our latest episode of Tech Talk, Wes Lefroy is joined by Paula Savanti, New York-based Senior Analyst for Consumer Foods. How are restaurants implementing data into marketing... and how does this affect their strategic and operational decisions? And what lessons can farmers learn?
The European floriculture sector has always played a leading role in global floriculture and brings some good insights for sector participants from across the globe. RaboResearch analysts Lambert van Horen and Hayden Higgins discuss expected growth in global expenditure on flowers and some of the attributes consumers are seeking.
RaboResearch Analysts Cheryl Kalisch Gordon and Rohit Dhanda bring you part two of their Checking the Pulse 2018/19 update. Prospects for Australian and Canadian pulse supply and exports as well as net south Asia pulse demand feature alongside a discussion on recent developments in India.
| The dislocation between the local community that sets environmental standards for NZ dairy, and its predominantly offshore customer base, creates a unique challenge to monetise rising environmental standards. Emma Higgins (Senior Dairy Analyst) and Tim Hunt (Head of RRFA in Australia and NZ) discuss. |
What does 2019 hold for wheat, oilseed, and feedgrain prices? Senior Grain & Oilseed Analyst Cheryl Kalisch Gordon chats to Rabobank Agri Commodity Markets Analyst Charles Clack about global grain & oilseed prices, the role of the ongoing trade war, as well as the El Niño prospects in the outlook and what this means in the context of Australian grains.
Rabobank European Senior Beverages Analyst Maria Castroviejo and Australian Senior Wine and Horticulture Analyst Hayden Higgins discuss the 2018 European wine vintage. They take a look at overall volumes in Europe, in particular for key countries such as France, Italy, and Spain. They also discuss the impact of volumes on prices for bulk wines and premium segments of the market, product placement, and potential profitability implications for the sector.
As we approach the end of the year and the traditionally higher live cattle export season, Angus Gidley-Baird and Trent McIndoe discuss how the current season is looking for cattle supply and what the demand will be from importing countries.
Commodity analyst Georgia Twomey discusses the recently released ACMR cotton outlook with London-based Charlie Clack. Prices, production and purchasing are all discussed in this latest cotton update.
Tim Hunt, Head of RaboResearch in Australia and NZ, and Wes Lefroy, Agtech analyst, explore what the history of foodtech can tell us about its future.
RaboResearch Dairy Analyst Michael Harvey discusses the dynamics of the Asian cheese market with Tim Hunt, general manager of RaboResearch Australia and New Zealand.
The Australian dairy industry has seen a wave of investments in cheese production capacity recently, as dairy companies search for higher growth and healthier margins. Over the medium term, growing Asian cheese markets offer a compelling growth opportunity for the industry. However, the competitive environment is rapidly changing and there are risks to short-term and long-term growth. This podcast explores the key implications for the Australian dairy industry.
RaboResearch Grains & Oilseeds Analysts Rohit Dhanda, based in India and Cheryl Kalisch Gordon, based in Australia, discuss the dynamics of the Indian pulse market and focus on expectations for India’s pulse import demand over the coming 12 months. This is the first of a two-part pulse conversation: next up will be a check on the pulse with a focus on supply prospects outside of India in 2018/19.
Rabobank Global Strategist Michael Every takes a look at how the trade war has escalated into a cold war and what it might mean for the Food and Agribusiness industries of Australia and New Zealand.
Why consumer trust is becoming harder, yet more valuable, to win. Tim Hunt and Cheryl Kalisch-Gordon explore.
Blake Holgate discusses his latest report, which outlines the regulatory changes facing NZ red meat farmers over the next 12-18 months, and examines what benefits can be realised from the increased investment farmers will be required to make in the ethical and sustainable aspects of their farming systems.
Global fertiliser prices have climbed off ten-year lows and, as a result, many farmers will pay higher prices for fertiliser next season. Wes Lefroy is joined by Brazilian-based farm inputs analyst Matheus Almeida to discuss what has caused the market to jump and where will prices head from here.
In this latest Australia & NZ Grains & Oilseeds RaboResearch podcast Georgia Twomey catches up with Senior Grains & Oilseeds Analyst, Cheryl Kalisch Gordon, for a discussion on the topics of conversation on her latest series of client events across Australia. While the current drought and movement of grain across the country was high on the agenda this was coupled with discussion on the future of Australian grain farming in the face of important global trends.
Events in August and September have renewed focus on the use of glyphosate. In our latest podcast, Wes Lefroy is joined by Cheryl Kalisch Gordon to discuss how these events may impact Australian farmers in the future.
A global view of the sugar market from Rabo Research’s sugar team based in Australia, Asia, EU and Brazil. Find out just what is happening in each of these key markets.
What should Australian wine exporters focus on when repositioning themselves for increased value growth in the US? Rabobank’s Global Strategist – Beverages, Stephen Rannekleiv, and Australian Senior Analyst Hayden Higgins provide us with an overview of Australian production, exports, and key focus areas.
Angus Gidley-Baird and Blake Holgate discuss local beef markets and the current state of the US beef industry.
The implementation of ag technology will bring secondary impacts to both asset values and farm businesses. In this latest tech talk, Wes Lefroy is joined by Tim Hunt to discuss some of these impacts and implications for farmers.
Georgia Twomey, Commodity Analyst, and Drew Hawkins, Senior Relationship Manager and Chair of the Rabobank Cotton Sector Group, discuss the themes and sentiment of the biannual Australian Cotton Conference.
With the backdrop of increasing global cereal prices, and following the implementation of a 25% tariff on US soybean imports by China, Cheryl Kalisch Gordon and Wes Lefroy discuss prospects for Australian oilseeds and whether there is upside in the market for oilseeds, now and into the medium term.
Feed market dynamics in the key milk production regions and how might feed prices trend in New Zealand. Emma Higgins, Rabobank’s NZ Dairy Analyst, and Cheryl Kalish Gordon, Senio Grains Analyst, discuss.
Tariff walls are rising between China and the US – while the US imposes new sanctions on Russia and Iran, and punishes Turkey. Michael Every brings us up to speed, explains how everything is connected, and why there is at least one silver lining for farmers in Australia and New Zealand.
On the back of his recent presentation at the New Zealand Red Meat Sector Conference, Tim Hunt discusses with Blake Holgate the lessons that the red meat sector can learn from the dairy industry’s experience in China, to enable the sector to best capitalise on the growth opportunities that are available in this complex market.
Tim Hunt and Michael Harvey review Australia’s 2017/18 season and explore whether the recovery in the dairy sector will continue. The team also looks at current weather events globally to digest how it is impacting the global commodity balance.
Blake Holgate catches up with Rabobank Global Animal Protein Strategist, Justin Sherrard, to discuss what changing global consumer trends mean for New Zealand red meat producers.
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.
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.
Rabobank's Global Animal Protein Strategist Justin Sherrard provides an overview of some of the key themes driving the Animal Protein market.
It's almost peak nitrogen application time across Australia and NZ. Wes Lefroy and Emma Higgins catch up on expectations for prices and demand ahead of the spring.
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? Australian Senior Horticulture Analyst Hayden Higgins and US Senior Fruit, Vegetable, and Tree Nut Analyst Roland Fumasi compare notes, while also discussing the effects of positive global demand.
With east coast grain prices reaching decade highs and domestic basis at record highs in some port zones of Australia, our Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon, and our Senior Animal Proteins Analyst Angus Gidley-Baird discuss the Australian feed grain complex. This discussion includes the drivers of these price highs, an outlook for how long they can be sustained, the outlook for domestic feed grain supply and demand together with prospects for grain imports.
Angus Gidley-Baird and Justin Sherrard take a look at the effect a US-China trade dispute will have on Australian and NZ animal protein.
How can New Zealand’s deer industry build on its recent successes and stay ahead of the curve? Our analyst Blake Holgate joins Otago agribusiness manager (and deer farmer) Brent Irving to discuss some of the key takeaways from a recent conference.
Why we revised it upwards, what’s underpinning it, and upside and downside risks to be aware of. Emma Higgins, Rabobank’s NZ Dairy Analyst, steps us through her views.
The world is awash with sugar… and things don’t look to be changing any time soon. From São Paulo, Andy Duff, our Global Sugar Strategist, joins Australian Sugar Analyst Georgia Twomey to discuss Rabobank’s outlook for the market.
What has been driving this extraordinary performance in wool prices and is it set to last? Rabobank Australia’s wool and sheepmeat analysts Georgia Twomey and Angus Gidley-Baird discuss the current dynamics in the Australian wool market.
Why the trade war isn’t over and two uncomfortable truths we have learned from it so far. Michael Every, Senior Asia Pacific Strategist, shares his insights.
The F&A Next conference recently hosted AgTech Investors, Corporates, Farmers and startups from around the globe in Wageningen, the Netherlands. In this AgTech podcast, Wes Lefroy and Harry Smit dissect the key themes from the conference and how they might influence the future of F&A from farmers to consumers.
A shortage of labour to pick and pack some of NZ’s key export crops has become pronounced across horticulture and viticulture in NZ. Tim Hunt and Hayden Higgins talk about the current situation, how other developed economies are faring and possible future-focussed solutions.
Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst, joins Western Australian Esperance Branch Manager Ryan Meldrum to discuss the impact of WA’s recent rain and how this fits with the context of the very dry outlook for eastern Australia and what this will mean for local and global pricing outlooks for wheat and canola.
Over the past few weeks there have been some important shifts in the operating environment for Australian dairy farmers. But are they enough to trigger stronger expectations around profitability and milk pricing in 2018/19? Tim Hunt and Michael Harvey explore the situation.
The commissioning of the first commercial Dexa technology facilities at the Teys plant will be the catalyst for how we market cattle.
Blake Holgate catches up with US-based Senior Animal Protein Analyst Don Close to discuss the likelihood that continued drought conditions will lead to some degree of forced liquidation of the US cow herd, and the potential impact this would have on NZ beef prices. Don also explains how US farmers manage the cattle disease Mycoplasma bovis, which has been present in their herd for over 20 years
Commodity Analysts Georgia Twomey and Charlie Clack discuss the current cotton market strength, what has been driving the price so far in 2018 and what factors to keep an eye out for in the coming months. Beyond this, some early thoughts on the 2018/19 season are discussed, both globally and in terms of the potential impact for Australian growers.
The cotton industry leads the way for adoption of AgTech. In this episode, Wes Lefroy and Georgia Twomey discuss what has driven uptake within the cotton industry. What can Grains and Livestock farmers learn from this?
Hayden Higgins, Senior Horticulture Analyst in Australia, and Roland Fumasi, Senior Fruit, Vegetables and Tree Nuts Analyst in the US, 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.
The new 2018/19 season looks set to shape up as a triple treat for New Zealand dairy farmers. Emma Higgins addresses what the 2018/19 season might hold for farmgate milk prices, input costs, and what national production might look like for the new season.
Commodity analyst Georgia Twomey discusses the increasing exposure for Australian sugar and cotton growers to both local and global sustainability accreditation schemes with Blake Holgate, RaboResearch’s New Zealand-based sustainability analyst. What’s driving farmers to sign up and where are they likely to find value in being involved?
What China’s retaliation means for Ag in Australia. Tim Hunt and Cheryl Kalisch Gordon dig in.
Drones have no doubt been one of the most popular technologies in agriculture, however are facing some challenges. Wes Lefroy is joined by Michael Harvey to discuss the wave of hype and the value proposition of drones.
Anzac Day is just around the corner—a pivotal marker in many Australian winter crop planting programs. Toby Mendl, Rabobank’s Regional Manager for Central NSW joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to give you Rabobank's view on seasonal conditions and the price outlook for wheat, canola, barley and pulse markets this year.
As the 2017/18 season winds down, we shift our focus to the new season. Milk pricing, competition, seasonal conditions, budgeting and planning: how are things shaping up in the year ahead?
The amount of data being generated on the farm has never been higher—but how can you analyse it? In this latest Tuesday Tech Talk, Wes Lefroy and Cheryl Kalisch Gordon discuss artificial intelligence and its role in decision-making on the farm.
With the wet season drawing to a close, Angus Gidley-Baird speaks with regional manager Barry Gerschwitz about the recent NTCA conference and the live cattle market.
One of the key themes to come through this year’s Ballance Farm Environment Awards has been the increasing focus on regenerative agriculture. Blake Holgate catches up with Rabobank Agribusiness Manager, and Otago section judge, Bernard Lynch, to learn more about regenerative farming.
Asian sugar import demand has been strong, but there are some short- and long-term headwinds developing that may impact trade in the region. Sugar Analyst Georgia Twomey and Head of RaboResearch AU/NZ Tim Hunt discuss these factors and what the implications are for the Australian sugar industry.
Trump’s USD 60 billion threat to China and what it means for Australia and NZ ag. Michael Every, Asia Pacific Strategist at Rabobank, explains.
Dry conditions in the US, Australia and NZ have led to increased cattle slaughter. To find out what impact this is having on the market, listen to Don Close, Blake Holgate and Angus Gidley-Baird discuss their respective markets.
Cheryl Kalisch Gordon catches up with Rabobank’s Global Grains & Oilseeds Strategist Stefan Vogel in Northern NSW as he completes his two week tour of Australia’s cropping regions. Listen in to hear Stefan’s outlook for global grains & oilseeds markets. The discussion provides a focus on the role of the growing supply of Black Sea region wheat in the current market and into the future, as well as a discussion on the outlook for canola, pulses, and barley.
Wool’s stellar performance over the last 18 months is impressive and positive for the wool-growing industry. Commodity analyst Georgia Twomey talks with Rabobank analyst Dan Korff about how this performance fits in the broader fibre market.
In this episode, Wes Lefroy and Cheryl Kalisch Gordon of RaboResearch’s Grains & Oilseeds team discuss the Australian chickpea outlook for 2018 and how recent tariff announcements, supply prospects, and relative pricing of other crop options will play into the outlook.
The use of the robots and automation on the farm might sound like science fiction – but some farmers across the globe are already extracting value. In this latest episode of Tuesday Tech Talk, Wes Lefroy is joined by US-based Senior Farm Inputs Analyst Ken Zuckerberg to discuss the impact of robotics on farms and the farm workforce.
Tim Hunt and Michael Harvey check in on the New Zealand dairy industry to identify how the dry spell has impacted global balances, local milk prices, and supplementary feed markets.
The importance of sustainability is being magnified in today's farming systems. In this latest podcast, Wes Lefroy and Blake Holgate discuss the role of technology to assist sustainable food production on farm, and using technology to sell the production story to consumers.
Angus Gidley-Baird and Michael Harvey take a close look at what’s in store in 2018 for livestock trading profits for Australian dairy farm operators.
There’s a sense of optimism surrounding the global economy with all of the world’s major economies now growing. But there are risks and headwinds that could destabilise progress. Michael Harvey and Michael Every take a look at 2018 for global economy and implications for agricultural sectors.
Australian ag should reap the benefits of a positive global environment this year. Tim Hunt and Angus Gidley-Baird discuss.
NZ ag is set for another good year: it should spend it wisely. Tim Hunt and Blake Holgate outline their case.
The internet of things is one of many technologies undergoing rapid development. Wes Lefroy & Georgia Twomey discuss what the internet of things is and its potential value on the farm.
Commodity analyst Georgia Twomey and markets specialist Charlie Clack discuss the current price strength in the cotton market. What is driving it and what does it mean in the longer term? To answer these questions, they look at the broader fibre market and some factors beyond price that are making it difficult for cotton to maintain market share.
A look at Australia's domestic lamb market. With January a key month for Australian lamb promotion, Georgia Twomey and Angus Gidley-Baird discuss the features and changes to the market.
Connectivity is a massive issue for regional areas throughout Australia and New Zealand. In this new episode, Wes Lefroy and Angus Gidley Baird discuss how connectivity is advancing, and how farmers can position themselves to take advantage of new technology.
An outcome has finally been reached in the EU with regard to Glyphosate use. Cheryl Kalisch Gordon and Wes Lefroy discuss what this means for future Australian Grain and Oilseeds production and exports.
Blockchain is a digital technology that threatens to change interaction in the F&A Supply Chain from Paddock to Plate. To discuss the implications and possibilities, Wes Lefroy is joined by Cheryl Kalisch Gordon.
Blake Holgate and Tim Hunt review the turning points passed, thresholds breached and events that will shape the sector for year to come.
Australian RaboResearch Commodity Analyst Georgia Twomey catches up with EU-based sugar analyst Ruud Schers on the recent shake-up of the sugar sector in Europe. These regulatory changes will have far reaching impacts on the global sugar market both in and outside of the EU.
On the eve of Christmas Tim Hunt and Michael Harvey take a look at how the 2017/18 New Zealand season is shaping up, now that the peak has passed. They also have a look at what to expect for global markets through the first half of 2018.
Wes Lefroy is joined by our first global guest on Tuesday Tech Talk, Stefan van Merrienboer, to discuss the latest Ag technologies from Agritechnica, and some of what Australian and NZ farmers can expect to see in the short to medium term.
What does 2018 look like for Australian and New Zealand animal protein markets? Angus Gidley-Baird and Blake Holgate review the 2018 outlook.
After a relatively quiet 2017, there has been some movement of late in fertiliser markets. Mick Harvey is joined by Wes Lefroy to discuss some of this volatility, and what it means for farmers across Australia and New Zealand who are planning their fertiliser purchases for 2018.
It’s time for Episode 2 of Tuesday Tech Talk, and today Wes Lefroy and Tim Hunt talk through the key drivers behind the growth in AgTech use and the key barriers limiting uptake.
Cheryl Kalisch Gordon speaks to Rabobank’s London based Global G&O Strategist, Stefan Vogel, about the direction of global wheat, feed grain and oilseed prices in 2018 and implications for the Australian grains and oilseeds sector in the coming year.
Murray Goulburn, formerly the largest dairy company in Australia, is in the process of being sold. Saputo, a top-ten global dairy company, has tabled an offer to acquire Murray Goulburn's assets, which will boost cash flow for their suppliers. So what does the completion of the transaction ultimately mean for the Australian dairy supply chain? Tim Hunt and Mick Harvey digest the deal.
Global Strategist Justin Sherrard discusses how alternative proteins will impact Australian and New Zealand meat industries.
What does the resurrection of the Trans-Pacific Partnership mean for Australian grain exports? Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst for RaboResearch, talks to Michael Harvey about the latest developments. And we also take a look at recently announced tariffs, quotas on pulses and wheat exported to India, as well as other developments in grain market access in 2017.
Wool and lamb markets continue to break through the record books. Georgia Twomey discusses the extraordinary market dynamics in the latest RaboResearch Podcast, what factors to watch out for in the new year as to whether these prices can be maintained and where to next for the Australian sheep flock.
Perhaps not quite yet… but the view is changing. Georgia Twomey Commodity Analyst, Sydney and Charlie Clack, Analyst ACMR London discuss the outlook for cotton in 2018. Supply still a headwind for the early months but Rabobank far more bullish for the cotton market as the year progresses. Tune in to find out why.
The first episode in an introductory series to AgTech and its implications, featuring Wes Lefroy.
Asia Pacific Strategist, Michael Every, assesses the wash-up for food companies and farmers in Australia and New Zealand.
Tim Hunt and Michael Harvey assess evolving competing to traditional foods, what it means for companies and growers and how we might respond
Harvest is upon most cropping farmers across Australia. So with that it’s time to take a look at the 7 key factors that have define this year’s winter crop, our winter crop forecast, and the watch brief for next season.
Sandy Chen explains the most important day on the Chinese shopping calendar, the role of imported food and what the event says about evolving trends in this complex consumer market.
With policies relating to the farming sector featuring prominently during New Zealand’s recent election campaign –we discuss exactly what a change in Government means for farmers, and for the future direction of agricultural in New Zealand.
Canola, Australia’s number one oilseed, represents just 15% of the world’s edible oilseed market, a market dominated by the juggernaut oils soy and palm. Listen in as Cheryl Kalisch Gordon and Angus Gidley-Baird discuss the factors underpinning the current market and what to look out for around the corner.
The global sugar market is currently providing a test of faith for sugar producers around the world, including Australia where the crush for 2017 is nearing 80% completion. Following a week visiting clients in North Queensland commodity analyst Georgia Twomey caught up with Adam Vandersteldt head of markets – rural, to discuss some of the key questions raised by cane growers about the current market dynamics and the outlook for the Australian crush.
The 2017/18 season is expected to be the beginning of a recovery following n a tumultuous period. Critical to any Australia dairying season is the spring peak. So how is the season progressing and will it deliver on early promises for a major improvement in supply chain profitability?
As we have anticipated, Chinese buyers have been very active in recent months. We discuss what is driving the increase in shipments and whether we can anticipate this to continue going forward.
12 days, 3 US states, and 40 Australian grain farmers: the recent US Grains Tour was undoubtedly one to remember. But what lessons were learned? Cheryl Kalisch Gordon asked Sally Bull (deputy regional manager in Riverina, NSW) and Ryan Meldrum (branch manager in Esperance, WA) about their time on the tour—and, more importantly, what their clients were able to gain from the trip.
The Southern Australian dairy industry is in the middle of a supply-chain revolution. Michael Harvey and Tim Hunt explore the key events that caused a flashpoint for the supply chain. The discussion then explores how the changing landscape may affect dairy farm businesses.
The global cotton market has been very sensitive to weather developments in the last few weeks as the US crop remains vulnerable to a very active storm season. Despite this, the long term outlook remains influenced by the growing expectations of the US and global production. For Australian growers, although the outlook highlights some challenges there may be some opportunities to watch out for as the season progresses.
Increasing levels of US beef production has the potential to create long term headwinds for NZ beef industry. RaboResearch's NZ Animal Protein Analyst and Dairy Analyst Emma Higgins discuss the implications for NZ of Rabobank's latest report out of the US "Expanding Beef Production Increases the Need for Exports".
The US is expected to increase beef production by 10% over the next 5 years. How will this impact Australia? Angus Gidley-Baird interviews Don Close, US analyst and author of the recently released US long term beef outlook report.
Production, prices, and lamb weights: All were topics of discussion at a recent event in Cowra. Angus Gidley-Baird chats with Orange Branch manager Toby Mendl.
New Zealand’s wool prices have been sliding for the last 12 months and have declined to levels not seen since 2009. RaboResearch’s NZ Animal Protein Analyst Blake Holgate and Commodity Analyst Georgia Twomey discuss the drivers of the New Zealand wool market, how it is paving a different path to the fine wool sector and what to look out for next.
Should we be pursuing greater online sales of seafood into China? Rabobank’s global seafood expert, Gorjan Nikolik, addresses the rapid evolution of internet shopping in China, the advantages if can offer to seafood exports from Australia and New Zealand and some of the challenges entailed.
The amount of new technology available to farmers is growing rapidly, yet increases in profitability are still limited. Wes Lefroy and Angus Gidley-Baird discuss implementing new tech, focusing on our new report, ‘Does Sensor Adoption Make Cents?’
What lies ahead for Australian wool producers in the coming months? Skye Ward and Georgia Twomey discuss upcoming developments.
The barley market has struggled through 2017, but has recently gained 40%. Cheryl Kalisch Gordon and Wes Lefroy discuss what’s behind the move and take a look at the market moving forward.
This podcast is all about the hot topic of sugar consumption. Georgia Twomey and Nicholas Fereday take a look at what shifting consumer attitudes might mean for F&B companies and the long-term outlook for sugar consumption.
What does the slowdown in milk growth mean for the supply chain? Our analyst Emma Higgins takes a close look.
Is the future of NZ farmers in the hands of the world’s central bankers? We put Michael Every, Senior Markets Strategist for Rabobank Asia-Pacific, in the hot seat. Tim Hunt asks him why central bankers matter, what they are trying to achieve, and looks at the implications of their success—or failure—for NZ farmers.
What does the future of China’s seafood market mean for Australia and New Zealand? Tim Hunt talks to Rabobank’s global seafood expert, Gorjan Nikolik.
New Zealand sheep farmers often hear about the need for the industry to add value to their lamb export products. What is driving this push for more value-add investment, and what can the industry do to add value?
Changing market forces in Asia and new technologies are creating new implications for Australian growers. Roland Fumasi and Wes Lefroy discuss the changing tide and how Australian farmers should take note.
Roland Fumasi, Senior Produce Analyst from Rabobank California, addresses the key global trends that NZ horticulture needs to be aware of.
The Australian sheepmeat industry has been performing very strongly over recent years with increasing production and increasing prices. With production forecast to drop slightly, what does the new season hold for Australian sheepmeat?
US cotton is holding centre stage right now, with big acreage and excellent conditions suggesting a bumper crop for Q4 2017. Andrew Tasker joins our latest podcast from St Louis, Illinois, to share the thoughts and concerns of those in the heart of US cotton country.
Michael Harvey takes the opportunity to get download from Sandy Chen on his visit to Australia to explore the China dairy landscape in order uncover the short and medium term dynamics for supply and demand dynamics. As a result, Sandy Chen emphasises some strategic considerations for the Australian dairy industry value chain moving forward.
Global milk supply growth is emerging from key exporting engines. The resulting exportable surplus will increase across 2017 and moving into 2018. The additional supply will be met by steady, if modest, global demand growth across this period.
What would an Australian housing market crash mean for the local F&A industry? Michael Every and Tim Hunt explore the chances of a crash, the economic impacts it would bring and how this would feed through to farmers and food companies.
RaboResearch analyst Wes Lefroy is just back from attending the Australian Farm Institute conference 'Harvesting the Benefits of Digital Agriculture’ in Melbourne. He is joined by Tim Hunt to discuss the key themes from the conference and the implications for farmers.
The Southern Australian milk prices for 2017/18 have been announced. Murray Goulburn has reverted to a traditional pricing model, while other processors chose to break rank. But is this a watershed moment for the industry? And how do local milk prices compare to Rabobank’s expectations... and to global peers?
Blake Holgate and Angus Gidley-Baird discuss the latest developments in the global red meat export market, and assess what this means for both the short and long term prospects of New Zealand beef and lamb.
While the hype around Digital Agriculture is high, farmer adoption has remained low. Wes Lefroy and Ken Zuckerberg discuss the barriers to adoption and the future of digital farming, and in particular the report ‘Bungle in the AgTech Jungle’.
Chickpeas are an attractive option for Australian growers, as strong Indian demand drives high prices for export. However, potential shifts in Indian purchases and domestic disease risks create an uncertain price outlook. Cheryl Kalisch Gordon and Charlie Clack provide Rabobank’s view on prices in the 12-month period.
Increased and ongoing volatility, industry developments such as objective carcase measurement and the marketing of specific product characteristics mean managing price, quantity and quality are now more important than ever. Forward marketing agreements provide an ability to manage these risks and need to become a more common part of the beef industry. This podcast summarises the report of the same title released by RaboResearch in May.
Disappointing cotton yields have spelt concerns for many Australian growers but, in our view, there is still much to be optimistic about. Wes Lefroy is joined by Charlie Clack to talk prices for Australian cotton in the 12 month period and beyond; a podcast to compliment Rabobank’s latest ‘Australian Cotton Outlook’ research note.
After witnessing softening international sugar prices through 2017, Andy Duff provides his view on the market dynamics that drive these movements and, most importantly, what’s in store for the coming season. Here in Australia, we come to terms with a challenging and uncertain 2017 for many growers.
With NZ’s 2016/17 wine grape harvest complete, Marc Soccio assesses the impact of adverse weather on quantity and quality. Marc also looks at the health of key export markets, and addresses the need for grape growers and processors/marketers to align in order to maximise the chances of success in coming years.
Tim Hunt and Michael Harvey take a close look at developments in the Australian dairy sector over the past month—including a look at the outcome of the much-awaited operational review by Murray Goulburn, and what it means for shareholders and suppliers. They also digest Fonterra’s early price signal for 2017/18 and see whether it is in line with Rabobank’s expectations.
New Zealand dairy farmers can expect profitable farmgate milk prices moving into the new 2017/18 season. Looking further afield, the future for global dairy demand is bright across the next five years: but New Zealand will play a smaller role in providing the milk supply growth compared to the prior 5 year period.
Regulatory changes at both national and regional levels continue to impact farmers across New Zealand. Sustainability analyst Blake Holgate provides an update on the latest developments, and discusses what they mean for New Zealand farmers. Strategies to help farmers ‘future proof’ themselves against increasing regulation are also identified.
Amidst prevailing low grain prices, what’s driving the lows, how long they may last and what might prompt upside are discussed. World cereal grain prices are at multi-year lows. As the Australian 2017/18 winter cropping season gets underway, the short through to medium term price prospects are discussed, together with the factors that will come to bear on how long prices remain low.
Charlie Clack takes a fresh look at the global market, and Australia’s position, during a time of excellent global prices and respectable returns for growers. With global acreage on the rise and softening synthetic prices, where do the opportunities lie in a more challenging market environment?
After a difficult period Australian dairy farmers are shifting their focus and planning to the 2017/18 season. Michael Harvey connects the dots between Rabobank forecasts for global markets and what this will mean for farmgate milk prices. The key question: Will margins return to profitability?
In 2015 Brazil regained direct access to the China market. In 2016 they gained access to the US market. They continue to seek increased access into other major beef markets such as Japan, South Korea, Canada and Mexico. This increased presence in some of Australia’s major and traditional markets is adding strong market competition.
As summer draws to an end, Marc Soccio discusses how Australia’s diverse horticulture sector has encountered one of the wettest and mildest growing seasons seen across large parts of south eastern Australia for some time, and the changing trade and investment climate for the sector.
The key purchasing and application period is fast approaching in Australia and New Zealand. In the episode Michael Harvey and Dirk Jan Kennes discuss the short and medium-term outlooks for global fertilizer prices and the implications for local end-users; while also discussing the implications the mega-mergers taking place across Farm Inputs sectors have for local supply chains.
With a reduction in production, Australia’s beef export volumes dropped 23% in 2016. Japan again became Australia’s largest export market and this podcast looks into the Japanese market and some of the drivers in that market.
New Zealand dairy farmers are emerging from a tough two seasons of enduring some of the lowest milk prices in the world. Going forward, the new 2017/18 season will most likely kick off a new era for New Zealand dairy.
Following on from his involvement in Investment in Agriculture Forum hosted by the Queensland Government in Toowoomba on 28 February 2017, Marc Soccio discusses the strategic rationale behind global investors’ growing role in the Australian food and agriculture sector, and its place amongst the broader pool of funding available to support the industry’s future growth ambitions.
2017 has been described as a ‘moment of truth’ for New Zealand agriculture due to the uncertainty and changes the industry is facing in the coming year. The key issues and challenges facing the industry in 2017 are discussed, including market outlooks for New Zealand sheep and beef. In addition, key findings from Rabobank’s recent analysis of projected Chinese animal protein out to 2020 are explored, with a specific focus on what this means for New Zealand farmers.
Australian dairy farmers and supply chains servicing both export and local markets have been confronted with headwinds which will push production back down to 20 years lows. In this edition, Tim Hunt and Mick Harvey explore the critical issue of whether 2017 will provide the ingredients in helping the Australian dairy industry bounce back from one of the most challenging years ever? The discussion will explore what is required to support a recovery including the outlook for milk prices and farm inputs, and also what are the hurdles and issues and risks to watch as the year progresses?