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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.
 
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.
 
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show series
 
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.
 
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…
 
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 …
 
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.
 
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 phosp…
 
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?…
 
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.…
 
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.
 
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…
 
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.
 
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