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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. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/di ...
 
Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/di ...
 
Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations – from soybeans, corn and cotton to sugar and ethanol, beef, fertilizers and orange juice.
 
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show series
 
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 las…
 
Regional bank failures roiled financial markets in a scene that might seem far from the fields of row crop farmers. But stormy weather in any part of the market can cloud the picture for producers. Senior Market Strategist Christian Lawrence joins Global Sector Strategist Steve Nicholson and Grains & Oilseeds Senior Analysts Andrick Payen and Owen …
 
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 invento…
 
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 intere…
 
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.
 
Listen in as RaboResearch Grains & Oilseeds Global Sector Strategist Steve Nicholson polls his global colleagues on global markets and local developments around the world, from logistical challenges in Brazil to wet weather in Australia and restrictions on GMO corn imports to Mexico.
 
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 bee…
 
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.
 
Sustainability concerns are mainstream in many supply chains and can be an opportunity for the farmers near the beginning of those chains. RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner explains how sustainable aviation fuel fits into the landscape of soy demand. Ryan Findlay from the Rabo Carbon Bank talks about how farmers can be a par…
 
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 h…
 
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 World Ag Expo in Tulare, California is just about here. In this episode, RaboResearch analysts David Magaña (tree nuts & specialty crops) and Lucas Fuess (dairy) talk about what's on their minds and what they're tracking in their respective sectors as they pack their bags for Tulare.
 
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.
 
Rabobank Global Grains & Oilseeds Strategist Steve Nicholson talks with North America G&O Analysts Andrick Payen and Owen Wagner about USDA numbers and the health of the Brazilian soy crop before diving into what they're expecting – and not expecting – to see in 2023.
 
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 published Fertilizer Outlook: Is History Repe…
 
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 i…
 
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.
 
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