RaboResearch Food & Agribusiness Australia/NZ

Livestock: Looking Through the Windscreen at 2019

Angus Gidley-Baird and Blake Holgate take a look at RaboResearch's Global Animal Protein Outlook 2019. What will influence Australian and NZ markets in the year ahead?

Australian Land Prices: What Drives Land Prices?

In 2018, RaboResearch launched its inaugural report on Australian Ag Land Prices, ‘No Summit in Sight’. Cheryl Kalisch Gordon discusses the report with author Wes Lefroy, honing in on the key drivers of land prices across Australia.

10 Events That Shaped Australian Agriculture in 2018

Tim Hunt, Head of RaboResearch F&A in Australia and NZ, and Senior Analyst Michael Harvey rank the big events of 2018 and assess their impact in the short and long term.

How to See the Carbon for the Trees

RaboResearch sustainability analyst Blake Holgate examines how forestry land is currently treated within the NZ emissions trading scheme – and discusses how proposed changes to the scheme could create new opportunities for those considering planting new forests or registering existing forests.

The Dairy Margin Squeeze: Is There any Relief in Sight?

A major squeeze on dairy farm margins will see national production fall to two-decade lows. Michael Harvey and Tim Hunt explore the forces behind this, the outlook for margins moving forward, while dissecting the implications for supply chains.

Tech Talk | Dining on Data: What Can Farmers Learn From the Restaurant Sector?

Would you like a side of data with that? In our latest episode of Tech Talk, Wes Lefroy is joined by Paula Savanti, New York-based Senior Analyst for Consumer Foods. How are restaurants implementing data into marketing... and how does this affect their strategic and operational decisions? And what lessons can farmers learn?

Premium, budget, sustainable or on-line: what are consumers seeking from floriculture.

The European floriculture sector has always played a leading role in global floriculture and brings some good insights for sector participants from across the globe. RaboResearch analysts Lambert van Horen and Hayden Higgins discuss expected growth in global expenditure on flowers and some of the attributes consumers are seeking.

Checking the Pulse: Focusing on Supply in 2018/19

RaboResearch Analysts Cheryl Kalisch Gordon and Rohit Dhanda bring you part two of their Checking the Pulse 2018/19 update. Prospects for Australian and Canadian pulse supply and exports as well as net south Asia pulse demand feature alongside a discussion on recent developments in India.

Can NZ dairy connect with the consumer?

The dislocation between the local community that sets environmental standards for NZ dairy, and its predominantly offshore customer base, creates a unique challenge to monetise rising environmental standards. Emma Higgins (Senior Dairy Analyst) and Tim Hunt (Head of RRFA in Australia and NZ) discuss.

Trade War Turbulence for Australian Grains & Oilseeds Too

What does 2019 hold for wheat, oilseed, and feedgrain prices? Senior Grain & Oilseed Analyst Cheryl Kalisch Gordon chats to Rabobank Agri Commodity Markets Analyst Charles Clack about global grain & oilseed prices, the role of the ongoing trade war, as well as the El Niño prospects in the outlook and what this means in the context of Australian grains.

The 2018 Europe Wine Harvest in Europe and its Implications

Rabobank European Senior Beverages Analyst Maria Castroviejo and Australian Senior Wine and Horticulture Analyst Hayden Higgins discuss the 2018 European wine vintage. They take a look at overall volumes in Europe, in particular for key countries such as France, Italy, and Spain. They also discuss the impact of volumes on prices for bulk wines and premium segments of the market, product placement, and potential profitability implications for the sector.

Live Cattle Trade Update

As we approach the end of the year and the traditionally higher live cattle export season, Angus Gidley-Baird and Trent McIndoe discuss how the current season is looking for cattle supply and what the demand will be from importing countries.

Which Way’s Up and Which Way’s Down?

Commodity analyst Georgia Twomey discusses the recently released ACMR cotton outlook with London-based Charlie Clack. Prices, production and purchasing are all discussed in this latest cotton update.

What Birdseye Taught Us: Lessons for Agtech from the Evolution of Frozen Food

Tim Hunt, Head of RaboResearch in Australia and NZ, and Wes Lefroy, Agtech analyst, explore what the history of foodtech can tell us about its future.

The Sheep is Back

Examining the Asian Cheese Markets

  RaboResearch Dairy Analyst Michael Harvey discusses the dynamics of the Asian cheese market with Tim Hunt, general manager of RaboResearch Australia and New Zealand. The Australian dairy industry has seen a wave of investments in cheese production capacity recently, as dairy companies search for higher growth and healthier margins. Over the medium term, growing Asian cheese markets offer a compelling growth opportunity for the industry. However, the competitive environment is rapidly c...

Checking the Pulse: Focusing on Demand in 2018/19

RaboResearch Grains & Oilseeds Analysts Rohit Dhanda, based in India and Cheryl Kalisch Gordon, based in Australia, discuss the dynamics of the Indian pulse market and focus on expectations for India’s pulse import demand over the coming 12 months. This is the first of a two-part pulse conversation: next up will be a check on the pulse with a focus on supply prospects outside of India in 2018/19.

Trade War to Cold War

Rabobank Global Strategist Michael Every takes a look at how the trade war has escalated into a cold war and what it might mean for the Food and Agribusiness industries of Australia and New Zealand.

Trust Us – We’re the Food Industry

Why consumer trust is becoming harder, yet more valuable, to win. Tim Hunt and Cheryl Kalisch-Gordon explore.

Realising the Sustainable Advantage

Blake Holgate discusses his latest report, which outlines the regulatory changes facing NZ red meat farmers over the next 12-18 months, and examines what benefits can be realised from the increased investment farmers will be required to make in the ethical and sustainable aspects of their farming systems.

Fertiliser - The Market Has Woken

Global fertiliser prices have climbed off ten-year lows and, as a result, many farmers will pay higher prices for fertiliser next season. Wes Lefroy is joined by Brazilian-based farm inputs analyst Matheus Almeida to discuss what has caused the market to jump and where will prices head from here.

The Big Dry and Beyond

In this latest Australia & NZ Grains & Oilseeds RaboResearch podcast Georgia Twomey catches up with Senior Grains & Oilseeds Analyst, Cheryl Kalisch Gordon, for a discussion on the topics of conversation on her latest series of client events across Australia.  While the current drought and movement of grain across the country was high on the agenda this was coupled with discussion on the future of Australian grain farming in the face of important global trends.

An Update on Glyphosate

Events in August and September have renewed focus on the use of glyphosate. In our latest podcast, Wes Lefroy is joined by Cheryl Kalisch Gordon to discuss how these events may impact Australian farmers in the future.

Ten-tative recovery for sugar

A global view of the sugar market from Rabo Research’s sugar team based in Australia, Asia, EU and Brazil. Find out just what is happening in each of these key markets.

A Shifting US Wine Market: How the Australian Wine Industry Can Profit

What should Australian wine exporters focus on when repositioning themselves for increased value growth in the US? Rabobank’s Global Strategist – Beverages, Stephen Rannekleiv, and Australian Senior Analyst Hayden Higgins provide us with an overview of Australian production, exports, and key focus areas.

The US – A Global Protein Focal Point

Angus Gidley-Baird and Blake Holgate discuss local beef markets and the current state of the US beef industry.

Tech Talk | Secondary Impacts of AgTech Adoption

The implementation of ag technology will bring secondary impacts to both asset values and farm businesses. In this latest tech talk, Wes Lefroy is joined by Tim Hunt to discuss some of these impacts and implications for farmers.

Cotton Conference 2018 Draws a Crowd

Georgia Twomey, Commodity Analyst, and Drew Hawkins, Senior Relationship Manager and Chair of the Rabobank Cotton Sector Group, discuss the themes and sentiment of the biannual Australian Cotton Conference.

Any Spoils for Oilseeds?

With the backdrop of increasing global cereal prices, and following the implementation of a 25% tariff on US soybean imports by China, Cheryl Kalisch Gordon and Wes Lefroy discuss prospects for Australian oilseeds and whether there is upside in the market for oilseeds, now and into the medium term. 

What’s Feeding the Cost of Milk in NZ and Abroad?

Feed market dynamics in the key milk production regions and how might feed prices trend in New Zealand.  Emma Higgins, Rabobank’s NZ Dairy Analyst, and Cheryl Kalish Gordon, Senio Grains Analyst, discuss.

Trade Wars – Dark Clouds, Silver Linings

Tariff walls are rising between China and the US – while the US imposes new sanctions on Russia and Iran, and punishes Turkey. Michael Every brings us up to speed, explains how everything is connected, and why there is at least one silver lining for farmers in Australia and New Zealand.

Winning the End Game in the Middle Kingdom

On the back of his recent presentation at the New Zealand Red Meat Sector Conference, Tim Hunt discusses with Blake Holgate the lessons that the red meat sector can learn from the dairy industry’s experience in China, to enable the sector to best capitalise on the growth opportunities that are available in this complex market.

Is the Weather Tightening its Grip on Milk Supply?

Tim Hunt and Michael Harvey review Australia’s 2017/18 season and explore whether the recovery in the dairy sector will continue. The team also looks at current weather events globally to digest how it is impacting the global commodity balance.

Meating the Needs of the Modern Consumer

  Blake Holgate catches up with Rabobank Global Animal Protein Strategist, Justin Sherrard, to discuss what changing global consumer trends mean for New Zealand red meat producers.

The State of the US Lamb Industry

The US is Australia’s biggest lamb export market. It has been growing strongly, but what is driving this? Rabobank’s senior animal protein analyst Angus Gidley-Baird speaks with Rabobank’s US-based senior relationship manager Brent Lahman.

Rabobank European Grains Tour | Focus On Ukraine

The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets.

Global Animal Protein: Winning in More Complex Markets

Rabobank's Global Animal Protein Strategist Justin Sherrard provides an overview of some of the key themes driving the Animal Protein market.

Nitrogen Price Pressure Ahead of Spring Flush

It's almost peak nitrogen application time across Australia and NZ. Wes Lefroy and Emma Higgins catch up on expectations for prices and demand ahead of the spring.

New Perspectives for US and Australian Table Grapes

What have 2017 and 2018 meant for table grape volumes and exports, trade implications, and opportunities? And just how relevant are Australia and the US to each other as markets? Australian Senior Horticulture Analyst Hayden Higgins and US Senior Fruit, Vegetable, and Tree Nut Analyst Roland Fumasi compare notes, while also discussing the effects of positive global demand.

Trade Wars 3.1: Animal Protein

Angus Gidley-Baird and Justin Sherrard take a look at the effect a US-China trade dispute will have on Australian and NZ animal protein.

Beefed Up Grain Prices

With east coast grain prices reaching decade highs and domestic basis at record highs in some port zones of Australia, our Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon, and our Senior Animal Proteins Analyst Angus Gidley-Baird discuss the Australian feed grain complex. This discussion includes the drivers of these price highs, an outlook for how long they can be sustained, the outlook for domestic feed grain supply and demand together with prospects for grain imports.

Focus on Deer

How can New Zealand’s deer industry build on its recent successes and stay ahead of the curve? Our analyst Blake Holgate joins Otago agribusiness manager (and deer farmer) Brent Irving to discuss some of the key takeaways from a recent conference.

Our Latest NZ Milk Price Forecast

Why we revised it upwards, what’s underpinning it, and upside and downside risks to be aware of. Emma Higgins, Rabobank’s NZ Dairy Analyst, steps us through her views.

The Hangover

The world is awash with sugar… and things don’t look to be changing any time soon. From São Paulo, Andy Duff, our Global Sugar Strategist, joins Australian Sugar Analyst Georgia Twomey to discuss Rabobank’s outlook for the market.

Another Week, Another Record for the Wool Market?

What has been driving this extraordinary performance in wool prices and is it set to last? Rabobank Australia’s wool and sheepmeat analysts Georgia Twomey and Angus Gidley-Baird discuss the current dynamics in the Australian wool market.

Trade Wars (Part 3): The Attack of the Clones

Why the trade war isn’t over and two uncomfortable truths we have learned from it so far. Michael Every, Senior Asia Pacific Strategist, shares his insights.

Talking Tech at F&A Next

The F&A Next conference recently hosted AgTech Investors, Corporates, Farmers and startups from around the globe in Wageningen, the Netherlands. In this AgTech podcast, Wes Lefroy and Harry Smit dissect the key themes from the conference and how they might influence the future of F&A; from farmers to consumers.

A Gap in the Supply Chain: Labour Challenges in the NZ Horticulture & Viticulture Sectors

A shortage of labour to pick and pack some of NZ’s key export crops has become pronounced across horticulture and viticulture in NZ. Tim Hunt and Hayden Higgins talk about the current situation, how other developed economies are faring and possible future-focussed solutions.

Rain Makes Grain: But Where in 2018?

Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst, joins Western Australian Esperance Branch Manager Ryan Meldrum to discuss the impact of WA’s recent rain and how this fits with the context of the very dry outlook for eastern Australia and what this will mean for local and global pricing outlooks for wheat and canola.

Have the Tides Turned Further in Favour of Australian Dairy?

Over the past few weeks there have been some important shifts in the operating environment for Australian dairy farmers. But are they enough to trigger stronger expectations around profitability and milk pricing in 2018/19? Tim Hunt and Michael Harvey explore the situation.