RaboResearch Food & Agribusiness Australia/NZ
602 episodes - English - Latest episode: 4 days ago - ★★★★★ - 4 ratingsRabobank'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.
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Episodes
Lamb back on the Australian menu and so is LambEx
July 19, 2024 08:42 - 16 minutes - 23.2 MBAngus 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.
Bonus episode: How to protect yourself from fraud and scams
July 14, 2024 21:00 - 17 minutes - 28.3 MBIn 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
What does the 10-year US crop outlook mean for global G&O prices?
July 14, 2024 21:00 - 12 minutes - 17.8 MBJoin 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.
Beef is New Zealand agriculture’s golden goose | Agribusiness Monthly Update for July 2024
July 09, 2024 21:00 - 12 minutes - 17.5 MBEmma 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.
Grain markets under pressure as Northern Hemisphere harvest advances
July 08, 2024 21:00 - 19 minutes - 26.5 MBJoin 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.
Two watershed moments for the Aussie dairy supply chain?
July 04, 2024 10:00 - 19 minutes - 26.5 MBAngus Gidley-Baird joins Michael Harvey to discuss two watershed events that will see a further transformation of the Australian dairy supply chain.
Small slivers of silver linings for rural confidence in New Zealand
July 01, 2024 21:00 - 10 minutes - 15.3 MBEmma Higgins and Jen Corkran talk through the latest Rabobank New Zealand farmer confidence survey results.
Avocado production smashing records
June 30, 2024 21:00 - 14 minutes - 20.1 MBHorticulture Analyst Pia Piggott joins Senior Dairy Analyst Michael Harvey to discuss the latest global avocado outlook.
Australian wool market – steady as she goes
June 25, 2024 21:00 - 25 minutes - 35.1 MBSenior 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.
New Zealand agribusiness June 2024: Winter chills pricing outlook
June 11, 2024 19:00 - 18 minutes - 26.5 MBEmma 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.
What does net zero mean for agriculture?
June 10, 2024 21:00 - 17 minutes - 24.6 MBClimate and Sustainability Specialists Elizabeth Lunik and Claudia Cammack join Sustainability Analyst Anna Drake to discuss agriculture's pathway towards reaching net zero emissions.
2024/25 Australian winter crop outlook: Strong, early sowing in the east, but dry start slows the west
June 06, 2024 21:00 - 16 minutes - 22.8 MBJoin 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.
Dairy’s new season Down Under
June 03, 2024 21:00 - 17 minutes - 24.8 MBJoin 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.
Sugar prices take bitter turn from global supply sweetness
May 29, 2024 21:00 - 20 minutes - 28.2 MBGlobal Sugar Strategist Andy Duff joins analyst Pia Piggott to discuss the latest updates in the sugar market.
Who let the bulls out? A frosty Black Sea sends G&O prices higher, as of 23 May 2024
May 27, 2024 21:00 - 9 minutes - 12.7 MBJoin 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.
US tour down under – A wrap-up of the US beef market
May 22, 2024 21:00 - 24 minutes - 34.5 MBAngus 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.
The EU's Deforestation Regulation: How will it impact beef supply chains?
May 16, 2024 21:00 - 17 minutes - 24.1 MBSenior Animal Protein Analyst Eva Gocsik joins Sustainability Analyst Anna Drake to discuss what the upcoming EU Deforestation Regulation means for beef supply chains.
2024 farmland outlook – Cooling down as rationality returns
May 13, 2024 21:00 - 13 minutes - 18.7 MBJoin RaboResearch Senior Analyst Ben Picton and Vítor Pistóia as they discuss Australian farmland prices and what can be expected for the year ahead.
Aussie economics | Change in RBA call – More hikes ahead?
May 09, 2024 21:00 - 19 minutes - 27.4 MBJoin 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.
Consumer foods | Talking points
May 02, 2024 21:00 - 20 minutes - 27.9 MBNick 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.
G&O tug of war – Weather concerns versus resilient stocks
April 29, 2024 21:00 - 16 minutes - 22.3 MBJoin RaboResearch analysts Pia Piggott and Vitor Pistóia as they discuss the current developments in grains and oilseeds and how they can impact Australian markets.
Mapping global vegetable trade
April 21, 2024 21:00 - 13 minutes - 19 MBGlobal 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.
US cattle market update – The rebuild is still some ways off
April 16, 2024 21:00 - 22 minutes - 31.3 MBAngus 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.
New Zealand agribusiness monthly April 2024
April 15, 2024 19:00 - 19 minutes - 27.7 MBJen 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.
Aussie economics: Q1 review and the road ahead
April 10, 2024 21:00 - 13 minutes - 19 MBJoin 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.
New Zealand and Australia sheepmeat update | April 2024
April 08, 2024 21:00 - 19 minutes - 27.2 MBJen 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 fuel demand's impact on Australian agriculture
March 27, 2024 20:00 - 19 minutes - 26.9 MBSustainable 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.
Inflation and interest rates: What is the big picture?
March 25, 2024 20:00 - 10 minutes - 14.3 MBIn 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.
Looking down the aisles of supermarket inquiries
March 21, 2024 20:00 - 14 minutes - 20.7 MBHigh 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.
Australian winter crop gross margins: 2024/25 outlook and a performance review
March 20, 2024 20:00 - 12 minutes - 17.4 MBJoin 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.
Autumn in New Zealand | Agribusiness update and the Wanaka A&P Show
March 18, 2024 18:00 - 10 minutes - 16.4 MBEmma 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.
Global dairy quarterly Q1 2024 | Finding a new equilibrium
March 07, 2024 20:00 - 17 minutes - 24.9 MBJoin 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.
Live cattle export season kicks off
March 04, 2024 20:00 - 23 minutes - 33.2 MBWith 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.
Global pork markets remain under pressure
February 26, 2024 20:00 - 21 minutes - 29.7 MBThe 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.
Almond outlook 2024
February 21, 2024 20:00 - 14 minutes - 21 MBA 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.
Australia dairy – Slowly trading places
February 20, 2024 20:00 - 12 minutes - 18.1 MBMichael 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.
New Zealand interest rates: Has something changed?
February 14, 2024 18:00 - 15 minutes - 21.7 MBJoin 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 outlook: Moving confidently into 2024
February 07, 2024 20:00 - 31 minutes - 43.1 MBAustralian 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,...
Sheep markets shift in summer
January 25, 2024 21:00 - 15 minutes - 22.4 MBJoin 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.
Farm inputs chronicles: Is 2024 going to be a year of lower prices?
January 24, 2024 21:00 - 21 minutes - 30.2 MBJoin RaboResearch analyst Vitor Pistoia and regional manager Stefan Vogel as they navigate the global market for farm inputs expected in 2024.
Explainer: Why the Red Sea matters
January 19, 2024 07:21 - 15 minutes - 21.9 MBJoin 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.
The deep blue sea of grains and oilseeds. What does 2024 have in store?
January 16, 2024 21:00 - 29 minutes - 41.6 MBJoin 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.
Cooling inflation inside the grocery basket for 2024
January 15, 2024 21:00 - 17 minutes - 25.5 MBStefan 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.
Bolled hopes for cotton markets in the new year
January 11, 2024 20:00 - 18 minutes - 26.1 MBJoin 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.
Throw a shrimp on the barbie: Global seafood outlook for 2024
December 20, 2023 21:00 - 22 minutes - 32.2 MBJen 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.
A year in review and what to expect in 2024
December 18, 2023 21:00 - 23 minutes - 32.7 MBJoin 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?
Production growing but slowing: Global animal protein outlook for 2024
December 12, 2023 20:00 - 27 minutes - 38.3 MBAnaysts 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.
How Australian grain farmers could benefit from El Niño impacts in South America
December 06, 2023 20:00 - 21 minutes - 30.2 MBJoin 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.
World dairy map | Trade growth and global events
December 04, 2023 20:00 - 10 minutes - 15 MBEd 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.
Insights from the latest agri tech show
November 23, 2023 20:00 - 18 minutes - 25.5 MBStefan 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.