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
Yearning for Normal: How Far Are Food Sales off Pre-Crisis Levels at Home and Abroad?
May 07, 2021 15:19 - 15 minutes - 21.6 MBTim Hunt and Michael Harvey delve into the state of play in food retail and foodservice markets in Australia, China, and the US and cross-check the data against the recent experiences of companies like McDonald's, Starbucks, and Kraft Heinz.
The Canola Files, Part 1: Canadian Canola Riding on Biden
April 28, 2021 21:11 - 19 minutes - 27.7 MBWhat will Joe Biden’s support for biofuels mean for US canola demand, and what are the implications for canola trade flows out of Canada? Steve Nicholson, senior grains & oilseeds analyst in St. Louis, and Dennis Voznesenski, agricultural analyst in Sydney, delve into this question and many more. This episode is the first of a four-part series in which we look over the horizon to what the next five to ten years might hold for global canola trade.
Shaping the Next Generation of Beef Production: Australia’s 2021 Beef Seasonal Outlook
April 22, 2021 08:47 - 18 minutes - 26.6 MBLow cattle inventory and strong producer demand are the defining characteristics for the Australian beef industry in 2021. Wes LeFroy and Angus Gidley-Baird review the recently released 2021 Australian Beef Seasonal Outlook: Green Grass and Empty Pens.
Ukraine-Russia Crisis: Implications for Grains Markets
April 20, 2021 21:00 - 14 minutes - 20.9 MBOver the last month, tensions in the Black Sea between Ukraine and Russia have boiled over. Troops from both sides have amassed on the border of eastern Ukraine, and now the Russian defense ministry has announced plans for blocking the Kerch Strait, a passageway connecting the Black Sea and Sea of Azov, for foreign war ships and other state ships. What does this mean, and what are the possible implications if escalation continues? Dennis Voznesenski, Grains & Oilseeds analyst, and Michael Ev...
Global and Aussie Commodities: A Super Cycle or a Super Thirst-Quencher?
April 19, 2021 20:30 - 13 minutes - 19.7 MBThe last 12 months saw a culmination of factors disrupt the world in ways not seen for generations. At the same time, global grain prices rose and rains quenched Australia’s drought. How did grain merchants fare through the disarray? Dennis Voznesenski, Grains & Oilseeds analyst in Sydney, and Paul Van Zantvoort, Head of Value Chain Finance for Australia & New Zealand, delve into the details.
Cotton Across Hemispheres – How US Plantings Determine the Aussie Cotton Outlook
April 19, 2021 03:29 - 27 minutes - 39.1 MBSteve Nicholson and Andrew Tasker join Rabobank Australia’s Charlie Clack from the USA to talk cotton. It’s a particularly busy time with both US planting and Australian picking underway, so the team delve into conditions, progress, policy and more to shed light on the sector outlook.
Are Canola Prices Too High?
April 11, 2021 18:00 - 18 minutes - 27.2 MBCanola 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.
Australian Dairy: In Pursuit of History
April 08, 2021 03:00 - 13 minutes - 20.2 MBEmma 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.
Will Urea Suffer the Same Fate as Phosphate?
March 31, 2021 23:13 - 15 minutes - 22 MBFarmers 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 global urea prices are likely to head from here.
Are Wool Stocks a Problem?
March 24, 2021 20:00 - 20 minutes - 28.4 MBAngus 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.
How Many Burgers Does USD 1.9 Trillion Get You?
March 23, 2021 20:00 - 25 minutes - 36.1 MBChristian 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.
ICE #2 Cotton: On a Tear or Torn Apart?
March 22, 2021 20:00 - 11 minutes - 17.3 MBAfter 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 converse on the current global supply and demand situation and the factors that could influence prices in the season ahead. This episode also ap...
What Will Australia Do With All of Its Barley?
March 18, 2021 20:00 - 14 minutes - 20.4 MBGlobal 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.
Oceania Dairy: Is the Price Rise Sustainable?
March 17, 2021 19:00 - 18 minutes - 26.4 MBFollowing 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?
Rising Ethanol Capacity in Asia and Impacts on Australian Sugar
March 10, 2021 19:00 - 14 minutes - 20.7 MBEthanol 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.
Champions Adjust – What We Learned From the World’s Largest Food Companies' Latest Earnings Statements
February 28, 2021 19:00 - 25 minutes - 35.4 MBMichael 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.
How Fast Is the Cattle Herd Rebuilding?
February 23, 2021 19:00 - 22 minutes - 31.3 MBAngus 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.
Is It Time to Rethink When We Buy Inputs?
February 22, 2021 18:00 - 15 minutes - 21.1 MBIn 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 phosphate this season and if it's time to rethink when they buy inputs.
Does the provenance of cotton matter? US, EU and the UK step up pressure on Xinjiang procurement
February 17, 2021 18:00 - 18 minutes - 25.8 MBFollowing 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?
Liquid Milk Exports to China – a Heathy Boost in Growth
February 15, 2021 19:00 - 12 minutes - 18.5 MBEmma 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.
Is the Dragon's Roar Worse Than Its Bite When It Comes to Ag Trade?
February 14, 2021 19:00 - 15 minutes - 22.1 MBChina 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.
2021 Outlook for Australian Ag – Part 2
February 11, 2021 19:00 - 30 minutes - 43.6 MBThe 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 of any of the analysts. Thanks to all who joined us – it made for a great session! Part 2 has been released a day after Part 1.
2021 Outlook for Australian Ag – Part 1
February 10, 2021 19:00 - 29 minutes - 41.2 MBThe 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.
Can NZ Farmers Expect Another Profitable Year in 2021?
February 09, 2021 17:59 - 23 minutes - 33.3 MBEmma 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.
Australian and Global Grains Prices in 2021
February 03, 2021 20:00 - 19 minutes - 26.9 MB2020 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.
Fertiliser Demand Revival
January 27, 2021 20:00 - 18 minutes - 25.2 MBGlobal 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.
Australian Ag Prices Have Never Been This High in Late January
January 26, 2021 20:02 - 18 minutes - 26.3 MBThe 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 Index here
Crushing 2021: An Early Look at New Season Sugar
December 20, 2020 20:00 - 18 minutes - 25.9 MBFollowing 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.
Shifting Gears in Global Dairy Trade: Cheese Reigns Supreme
December 16, 2020 15:37 - 14 minutes - 20.9 MBHalf 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.
Under- or Overdone in 2021? The Outlook for the Global Meat Industry
December 13, 2020 19:00 - 26 minutes - 37.1 MBAfter 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?
Harvest Hits 2020 | Tech We’ll Be Watching in 2021
December 08, 2020 18:41 - 18 minutes - 25.8 MBHow 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.
A Comeback for Cotton in 2021?
December 02, 2020 20:00 - 19 minutes - 27.9 MBCharlie Clack and Angus Gidley-Baird assess the newly planted 2021 cotton crop, the impact of Chinese trade friction, as well as the domestic price outlook for the year ahead.
Harvest Hits 2020 | 2021 Global Grains Price Outlook
December 01, 2020 20:00 - 32 minutes - 44.9 MB2020 saw a bull run in Agri commodities that has defied all expectations. What have been the driving factors, and what does 2021 have in store for grains & oilseeds prices? Dennis Voznesenski catches up with Stefan Vogel, head of Agri Commodity Markets and grains & oilseeds research at Rabobank.
E-Commerce in China Presents a Fresh Produce Growth Opportunity
November 25, 2020 18:00 - 24 minutes - 34.1 MBTim Hunt, Sandy Chen, and Hayden Higgins discuss how e-commerce sales channels for fresh produce in China are changing the pathway to consumers. They discuss how this channel will continue to grow as well as the drivers behind this growth, and provide some food for thought on how to approach.
Harvest Hits 2020 | Feed Grain Forecasts
November 24, 2020 20:00 - 17 minutes - 24.9 MBLivestock demand was the driving force behind high local grain prices over recent years. Given that 2020/21 will bring rain and renewed pasture growth for so many regions, Dennis Voznesenski catches up with Angus Gidley-Baird to assess the feed grain demand outlook for 2020/21 and beyond.
Harvest Hits 2020 | Getting Granular with Plant-Based Meat Substitutes
November 17, 2020 20:00 - 16 minutes - 24.2 MBPlant-based meat substitutes are a rapidly growing segment in an established and large consumer food market, attracting significant investments and consumer acceptance in recent years. Cheryl Kalisch Gordon and Dennis Voznesenski discuss the potential implications for grains, oilseeds, and pulse sectors globally, but with a focus on Australia.
Cashing in on Sustainable Agriculture
November 15, 2020 18:00 - 23 minutes - 32.1 MBHayden Higgins talks with Blake Holgate about his latest report on the emerging trend of sustainable finance and the opportunities this could create for New Zealand’s agricultural sector. Blake outlines the current barriers to sustainable agricultural finance, what New Zealand needs to do to overcome these, and the key benefits that sustainable finance can provide New Zealand agriculture.
Seasonal Milk Flows in Oceania Dairy - With a Spring in the Step!
November 12, 2020 20:00 - 18 minutes - 26 MBNow that the peaks have passed, Michael Harvey and Emma Higgins catch up to walk through how the milk production season has shaped up in both New Zealand and Australia. Spoiler alert: both sectors are in good shape.
Harvest Hits 2020 | Cash in or Carry
November 10, 2020 20:00 - 16 minutes - 23.1 MBAustralia’s 2020/21 grain production recovery will rival 2016/17's record volumes, but there are a range of factors that are different from 2016/17, meaning the decision to store or sell grain this year is also different. Rabobank’s Cheryl Kalisch Gordon joins Rabobank Western Australia’s Ryan Meldrum and Rabobank Victoria’s Darrin Findlay to discuss how this decision is likely to play out across the country.
Is China’s Demand for Beef Waning?
November 05, 2020 02:00 - 22 minutes - 31.2 MBAngus Gidley-Baird speaks with Chinese analyst Chenjun Pan about that country’s current demand for protein (including beef) and what the demand is expected to look like over the coming year.
Harvest Hits 2020 | Down Under Back Over
November 03, 2020 18:45 - 20 minutes - 28.4 MBAustralia’s long-awaited grain production recovery is here. After three successive years of below-average production, Australia is on track to deliver a 63% YOY increase in supply, according to our estimates. Rabobank analysts Cheryl Kalisch Gordon and Dennis Voznesenski discuss the 2020/21 crop, and what it means for exports and prices.
Unlocking Climate Friendly Meat: Supply Chain Initiatives Will Be Key
October 28, 2020 20:00 - 27 minutes - 37.8 MBWith growing community focus on greenhouse gas emissions, Tim Hunt, Angus Gidley-Baird, and Blake Holgate look at how the red meat supply chain is expected to deal with the focus, as well as some of the challenges and opportunities that will present themselves.
Cotton Gets Caught up in Chinese Trade Tensions
October 22, 2020 18:00 - 18 minutes - 26.1 MBAngus Gidley-Baird and Charlie Clack dissect the news that Chinese mills are being discouraged from purchasing Australian cotton. How has this announcement come about, what are the impacts, and how can the Australian cotton industry adapt if China is no longer a key customer?
To Ship or Not to Ship: NZ Dairy Heifer Exports to China
October 14, 2020 19:19 - 14 minutes - 20.8 MBEmma Higgins and Blake Holgate discuss how dairy heifer exports to China have boomed this year, while taking a closer look at the drivers behind the lift.
Racking up the Australian and New Zealand Lamb Industries
September 30, 2020 19:00 - 21 minutes - 30 MBBlake Holgate and Angus Gidley-Baird look at some of the key factors driving the Australian and New Zealand lamb market at the moment and what they might mean for the coming months ahead.
Has the Drinking-Milk Category Become a Covid Cash Cow?
September 23, 2020 19:00 - 21 minutes - 30.9 MBTim Hunt and Michael Harvey join up during lockdown to take a close look as to how the drinking-milk market has performed during the global pandemic.
Global Dairy Markets – A Delicate Rebalancing
September 22, 2020 19:00 - 16 minutes - 23.6 MBMichael Harvey welcomes back Emma Higgins to talk through the latest analysis and views on a volatile and uncertain outlook for the global dairy market.
What’s up With AU Wheat Prices for 2020/21?
September 20, 2020 19:00 - 18 minutes - 25.4 MBA significant fall in CBOT Wheat prices in early August was followed by a strong rally higher. What was behind the volatility, and what do we expect for wheat prices in Australia for 2020/21? RaboResearch analysts Charlie Clack and Cheryl Kalisch Gordon discuss this volatility ahead of a significant recovery in Australian wheat production in the coming months.
Sweet, Sweet Speculation: How Funds Are Supporting Sugar
September 10, 2020 19:00 - 20 minutes - 29.5 MBCarlos Mera joins Charlie Clack to address the growing presence of speculative activity in soft commodity markets – including sugar – and the reasons why. The duo look at how this – along with the fundamental outlook – is set to drive the sugar price.
How Long Can Cattle Prices Stay High?
September 09, 2020 20:00 - 21 minutes - 30.9 MBAustralian young cattle prices have been at record levels for almost 7 months. How much longer can they stay there? Angus Gidley-Baird talks with Don Close about what happened in the US beef industry back in 2015 to see if there are any lessons to be learnt.