最高の RaboResearch Food Agribusiness North America ポッドキャスト (2024)

Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets.

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Chaos or clutter? 25:51

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11M ago25:51

25:51

2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the year-end jumble. In the second half of the episode, Steve talks to Brazil-based RaboResearch farm inpu…

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Worldwide wrap-up 1:00:03

11M ago1:00:03

1:00:03

Global Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the sector this year and what to watch for in the year ahead.

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Farm Input-palooza 18:32

12M ago18:32

18:32

RaboResearch analysts Doriana Milenkova and Cindy van Rijswick attended Agritechnica, the massive equipment and farm input show in Hanover, Germany, this November. In this episode, RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson gets a travelogue of the big show and the pulse of the sector from his colleagues.…

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Tying up loose ends 38:29

1y ago38:29

38:29

There’s a lot to talk about in the row crop world this fall. In this month's episode, RaboResearch grain & oilseed strategist Steve Nicholson speaks with analysts Andrick Payen and Owen Wagner to hash out some hot topics.

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Talking Prices…and a Whole Lot More 41:36

1y ago41:36

41:36

Fall is here, and conversations turn to yields and prices for corn and soybeans. The question isn’t just what the US crop will be but how it will fare relative to demand and yields on a global scale. Join RaboResearch grains & oilseeds analysts Steve Nicholson, Owen Wagner, and Andrick Payen for their monthly roundtable conversation on the US row c…

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It’s a Wild World 51:11

1+ y ago51:11

51:11

The RaboResearch team spans the globe, providing local analysis that adds up to a nuanced picture of the global grains and oilseeds market. In this episode, RaboResearch Global Sector Strategist for G&O Steve Nicholson talks to analysts from around the world to get perspectives on what’s going on behind the headlines – from rain in China to the Bla…

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After the Storm – The Fertilizer Industry Charts Its Path After Disruption 29:30

1+ y ago29:30

29:30

RaboResearch Farm Inputs Analysts Sam Taylor and Doriana Milenkova join Global Grain & Oilseed Sector Strategist Steve Nicholson to recap the International Fertilizer Association's Global Markets Conference in London and what they heard from manufacturers and other industry experts. Plus, will developments in the Black Sea grain agreement change th…

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Blue Sky Blues 27:51

1+ y ago27:51

27:51

Dry weather made for a good planting season, but now drought conditions have growers on edge waiting for just-in-time rain showers across nearly the entire US grain belt. How will markets react? Plus, what’s going on with the US-Mexico trade dispute, and will the Black Sea Grain Initiative survive even more instability in Russia?…

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Wide World of Grain 46:10

1+ y ago46:10

46:10

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.

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Uncertainty, More Than the Weather, Clouds Planting Season 37:55

1+ y ago37:55

37:55

There’s a lot to talk about in the row crop world as planting season in the US Grain Belt gets underway. Global strategist Steve Nicholson and analysts Andrick Payen and Owen Wagner cover China's market moves, uncertainty about the Black Sea grain agreement, soil conditions and drought concerns, the market outlooks for corn, soy, cotton, and wheat,…

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Regional Banks Caught in a Storm 28:45

1+ y ago28:45

28:45

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 …

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Around the Row Crop World 49:29

1+ y ago49:29

49:29

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.

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Soaring Sustainably: Sustainable Aviation Fuel Opens a New Runway for Soy 16:52

1+ y ago16:52

16:52

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…

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World Ag Expo: Living on Tulare Time 13:42

2y ago13:42

13:42

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.

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A New Year in G&O 39:26

2y ago39:26

39:26

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.

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What’s Making the Grain & Oilseed World Go 'Round? 39:54

2y ago39:54

39:54

Join Global Grain & Oilseed Strategist Steve Nicholson as he leads RaboResearch’s G&O analysts from around the world in a lively conversation about what’s animating the sector in their regions and what’s driving the global dynamics of the G&O market.

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Summer Swoon 29:27

2+ y ago29:27

29:27

RaboReseach Grains & Oilseeds Global Strategist Steve Nicholson discusses the current state of grain markets with Grains & Oilseeds Analyst Andrick Payen. Farm Inputs Analyst Sam Taylor joins for a conversation about where the inputs market might go next spring.

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An Unsettled Picture in the Grains & Oilseeds World 25:28

2+ y ago25:28

25:28

RaboResearch Global G&O Strategist Steve Nicholson and RaboResearch Analyst Andrick Payen discuss an extra volatile picture in G&O. From war in Ukraine to weather in the US grain belt, many factors are pushing prices. Farm Inputs Analyst Sam Taylor gives an update on where the inputs market could go as supply challenges drag on.…

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Grain Markets and the Black Sea 20:36

2+ y ago20:36

20:36

The war raging in Ukraine will affect global markets for grains and farm inputs. The bigger question is how severe that effect will be and how long it will last. RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson talks with G&O Analyst Andrick Payen and Farm Inputs Analyst Sam Taylor for an update on the constantly changing…

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Black Sea Volatility for Grain Markets 24:01

2+ y ago24:01

24:01

On this RaboResearch Food & Agribusiness podcast episode, Rabobank's Global Grains & Oilseeds Strategist, Steve Nicholson, talks with G&O Analyst Andrick Payen talk about the effect of the demand for soybean crush on crop rotations in the US and whether a drought is looming for US growing areas. In the second half, Senior G&O Analyst Vito Martielli…

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Drought in the Americas Might Upset the Canola Bears 15:39

3y ago15:39

15:39

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 Andr…

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Out of Stock: Update on F&A Logistics 21:00

3y ago21:00

21:00

Supply chain hiccups were one of the top challenges for businesses in 2021. Skyrocketing prices and unreliable schedules squeezed margins across industries. In this podcast, we cover recent developments and the outlook for the container freight and trucking market, share the impact on animal protein processors and global trade, and discuss how macr…

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Packaging Problems 15:52

3y ago15:52

15:52

An integral part of getting food from the farm or the feedlot to consumers’ kitchens is causing some headaches. Shortages and high prices for packaging – both paper and plastic – are roiling a usually subdued part of the supply chain. RaboResearch Analysts Xinnan Li and Richard Freundlich talk through what’s causing the market disruption, how long …

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ポッドキャスト RaboResearch Food Agribusiness North America

聞く価値のあるポッドキャスト

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RaboResearch Food & Agribusiness North America

Rabobank

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G&O global roundup 16:55

1
Changes keep coming – A look at grain & oilseed markets across the globe 55:32

1
Chaos or clutter? 25:51

1
Worldwide wrap-up 1:00:03

1
Farm Input-palooza 18:32

1
Tying up loose ends 38:29

1
Talking Prices…and a Whole Lot More 41:36

1
It’s a Wild World 51:11

1
After the Storm – The Fertilizer Industry Charts Its Path After Disruption 29:30

1
Blue Sky Blues 27:51

1
Wide World of Grain 46:10

1
Uncertainty, More Than the Weather, Clouds Planting Season 37:55

1
Regional Banks Caught in a Storm 28:45

1
Around the Row Crop World 49:29

1
Soaring Sustainably: Sustainable Aviation Fuel Opens a New Runway for Soy 16:52

1
World Ag Expo: Living on Tulare Time 13:42

1
A New Year in G&O 39:26

1
What’s Making the Grain & Oilseed World Go 'Round? 39:54

1
Summer Swoon 29:27

1
An Unsettled Picture in the Grains & Oilseeds World 25:28

1
Grain Markets and the Black Sea 20:36

1
Black Sea Volatility for Grain Markets 24:01

1
Drought in the Americas Might Upset the Canola Bears 15:39

1
Out of Stock: Update on F&A Logistics 21:00

1
Packaging Problems 15:52

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