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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.
Down to Agribusiness is a podcast series where industry experts discuss developments currently shaping agribusiness sectors and markets around the world. With a new episode every two weeks, you’ll hear the latest topics affecting the areas of global agribusiness that matter to you.
In-depth conversations with world-leading experts, thought leaders, academics and industry professionals in the food and agribusiness sector.
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.
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.
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 glob…
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.
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How Many Burgers Does USD 1.9 Trillion Get You?
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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 …
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What Will Australia Do With All of Its Barley?
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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.
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Oceania Dairy: Is the Price Rise Sustainable?
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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?
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Rising Ethanol Capacity in Asia and Impacts on Australian Sugar
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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.
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Champions Adjust – What We Learned From the World’s Largest Food Companies' Latest Earnings Statements
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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 phosp…
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Does the provenance of cotton matter? US, EU and the UK step up pressure on Xinjiang procurement
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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?…
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Liquid Milk Exports to China – a Heathy Boost in Growth
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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.
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Is the Dragon's Roar Worse Than Its Bite When It Comes to Ag Trade?
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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 o…
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.…
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Can NZ Farmers Expect Another Profitable Year in 2021?
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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.
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Australian Ag Prices Have Never Been This High in Late January
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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 Ind…
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Crushing 2021: An Early Look at New Season Sugar
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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.
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Shifting Gears in Global Dairy Trade: Cheese Reigns Supreme
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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.
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Under- or Overdone in 2021? The Outlook for the Global Meat Industry
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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?…
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Harvest Hits 2020 | Tech We’ll Be Watching in 2021
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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.
