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
Can(ola) Prices Hold on in Australia?
September 08, 2020 19:00 - 12 minutes - 18.4 MBRenewed canola supply for Australia in 2020/21 is just around the corner, and prices will come under harvest pressure. Cheryl Kalisch Gordon, RaboResearch Senior Grain & Oilseed Analyst, joins Associate Analyst Dennis Voznesenski to discuss the price outlook and factors playing into it, including regulatory factors.
China Bans CBH Barley, but Damage Was Already Done
September 03, 2020 19:00 - 20 minutes - 29.3 MBSuspension of CBH’s registration to export barley to China comes just three and a half months after an 80.5% tariff was put on Australian barley by China. Agricultural Analyst Wes Lefroy joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss this latest announcement and the wider context of the changing market for Australian barley.
Unlocking Farmers' Digital Decision-Making Capacity
September 02, 2020 19:00 - 20 minutes - 29.4 MBHow can farmers increase their reliance on tech? Who is likely to deliver these solutions to the farm? How might that impact farmers' relationships with the supply chain? In our latest tech podcast, Wes Lefroy is joined by Charles Clack to discuss Wes’s recent report, "Digital Pathway to Power."
Opportunity Awaits the ‘Bolled’ and Brave – A Ten-Year Outlook for Cotton
September 01, 2020 19:00 - 18 minutes - 26.7 MBCharlie Clack joins Hayden Higgins to talk about Australian cotton and the opportunities for the industry in the coming decade. The duo talk about demand prospects, potential area expansion here at home, and how social license to operate will be crucial for the industry in the future.
Has Australia's F&A Industry Passed Peak Exposure to China?
August 30, 2020 19:00 - 12 minutes - 18.5 MBAustralian exports to China have surged, but the political relationship is souring. Tim Hunt and Dennis Voznesenski discuss where the industry goes from here.
Producing 6 Servings of Veg and 2 Servings of Fruit Daily During Covid
August 26, 2020 19:00 - 19 minutes - 27.6 MBHayden Higgins and Tim Hunt discuss how foodservice shutdowns, changes in retail sales linked to shopping and eating habits, and the supply of labour under Covid-19 have all influenced the Australian fresh produce sector in 2020.
Funding the Expansion of New Zealand’s Kiwifruit Post-Harvest Infrastructure
August 17, 2020 19:00 - 18 minutes - 26 MBStrong demand signals continue to encourage the rapid expansion of New Zealand kiwifruit supply. To support this, a significant amount of capital expenditure is required in the post-harvest segment. Hayden Higgins and Blake Holgate discuss how this could be funded, along with considerations for kiwifruit growers.
Building an E-Commerce Strategy in Wine – A 101 Playbook
August 16, 2020 19:00 - 15 minutes - 21.8 MBIn Part 2 of a two-part series, Hayden Higgins and Blake Holgate discuss the influence of e-commerce on wine sales in the current and post-Covid-19 environments and four basic steps for establishing an e-commerce strategy.
Will Covid Curb Southeast Asian Imports?
August 11, 2020 20:50 - 20 minutes - 28.8 MBMichael Harvey and Angus Gidley-Baird take a close look at Southeast Asia dairy markets to assess what is in store in the months ahead, as the region grapples with the global pandemic.
Pivoting on Purpose: How Two "Catalytic Events" Are Encouraging Food Companies to Accelerate Their Pursuit of Purpose as Well as Profit
August 10, 2020 19:00 - 23 minutes - 33.1 MBNick Fereday explains the significant impact of Covid-19 and the Black Lives Matter movement on company statements and actions.
Pivoting on Purpose: How Two Catalytic Events Are Encouraging Food Companies to Accelerate Their Pursuit of Purpose as Well as Profit
August 10, 2020 19:00 - 23 minutes - 33.1 MBNick Fereday explains the significant impact of Covid-19 and the Black Lives Matter movement on company statements and actions.
NZ Freshwater Reforms – What Farmers Need to Know
August 05, 2020 19:51 - 12 minutes - 18.1 MBIn late May, the government announced its final decision on the Action for Healthy Waterways package. Blake Holgate and Hayden Higgins highlight the key changes that have been made from what was originally proposed last year, and discuss what it means for NZ farmers.
How Are Food Giants Getting Through the Crisis?
August 04, 2020 21:36 - 25 minutes - 35.6 MBMichael Harvey and Tim Hunt discuss what we can learn from the Q2 results of some of the world’s largest food companies.
All Roads Lead to China. What Next for China's Imports as the Annual Milk Migration Gets Underway?
August 03, 2020 21:07 - 19 minutes - 26.9 MBMichael Harvey is joined by Sandy Chen to take a close look at what to expect as New Zealand milk production hits its straps and the world’s largest trade flow of milk gets underway.
Fairness, Equality, and Family Farm Succession Planning
July 30, 2020 21:00 - 27 minutes - 38.6 MBHow do families negotiate their way through the issues of fairness and/or equality in inheritance when their goal is to ensure continuation of the farm and a happy family? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to share how families account for contributions to the business, individual expectations, and financial reality.
Unwinding the Threads of the Wool Market for 2020/21
July 29, 2020 20:00 - 20 minutes - 28.4 MBAngus Gidley-Baird and Dennis Voznesenski take a look at what we think will shape the 2020/21 wool season.
Stress in the Cotton Supply Chain: Issues Growers Face in Both Australia and Brazil
July 22, 2020 20:00 - 20 minutes - 28.6 MBVictor Ikeda joins Charlie Clack to talk over the prospects for 2020 cotton production, logistics, and demand as a record Brazilian cotton harvest gets underway. Amid the pandemic, it has become clear that both Brazilian and Australian growers are seeing similarities in terms of supply chain stress and short-term market drivers.
NZ | How Will Nitrogen Prices Fare Heading Into Spring?
July 16, 2020 20:07 - 15 minutes - 21.4 MBWith farmers across New Zealand preparing for spring nitrogen applications, Wes Lefroy, and Blake Holgate discuss Rabobank’s latest global fertiliser outlook.
The US Premium Wine Market Takes a Battering in On-Premise Channels
July 13, 2020 20:30 - 15 minutes - 22.2 MBIn Part 1 of a two-part series, Hayden Higgins and Blake Holgate discuss the impact of Covid-19 containment measures on US wine sales in on-premise channels and the implications for Australasian exporters, as well as touch on e-commerce channels, which will be a feature of Part 2.
Will Grain Prices Reward Extra Urea Application this Season?
July 08, 2020 20:00 - 18 minutes - 26.6 MBThe time for applying urea is here! Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon joins our Farm Inputs analyst Wes Lefroy to discuss whether the current price points of grains and urea will make applying more urea this season the smarter choice.
External Influences on Succession in Farming Businesses
July 01, 2020 19:00 - 17 minutes - 24.5 MBHow can markets, rainfall, risk, where you live, and what you do affect how your family approaches farm succession? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to discuss how external factors, such as drought and commodity production, have historically affected how farming families approach succession planning.
African Swine Fever: The Backseat Driver of Global Protein Markets
June 30, 2020 20:00 - 20 minutes - 28.8 MBAlthough African swine fever (ASF) has taken a backseat to Covid-19 so far this year, it very much continues to result in reduced pork availability in China. Angus Gidley-Baird and Blake Holgate discuss Rabobank’s latest forecast, along with the impact ASF is having on the Australian and New Zealand red meat sectors.
Confident in a Crisis
June 24, 2020 19:00 - 13 minutes - 19.1 MBUncertainty about the impact of Covid-19 has taken the gloss off farmer confidence, but overall, farmers remain upbeat about the year ahead. In our latest podcast, Wes Lefroy is joined by Tim Hunt to discuss the latest results from the Rabobank Rural Confidence Survey.
The Recovery of Foodservice and Its Implications for Ag Exporters in NZ and Australia
June 23, 2020 19:00 - 20 minutes - 28.9 MBBlake Holgate and Tim Hunt assess the damage Covid-19 is inflicting on the foodservice industry in China, the US, and Australia. They discuss how long a recovery might take and why some ag exporters are seeing increased sales to these markets regardless.
Port in a Storm: Why Australian Ag Land Prices Will Remain Afloat
June 21, 2020 23:39 - 15 minutes - 21.6 MBPrices of Australian Ag land will largely hold firm during 2020. Wes Lefroy and Tim Hunt discuss why Ag land will pass largely unscathed through the Covid-19 economic crisis.
Covid-19 Changes the Horticulture Labour & Workplace Landscape
June 18, 2020 20:30 - 21 minutes - 29.6 MBRabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labour challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia.
Global Dairy Outlook - Waiting for the Dust to Settle
June 15, 2020 20:06 - 30 minutes - 42.6 MBThe underlying global dairy market fundamentals look set to remain very weak for much of 2020. Tim Hunt and Michael Harvey discuss whether New Zealand and Australian dairy farmers will dodge a bullet.
Australian Lamb Industry – Pushing Its Way Through Covid-19
June 11, 2020 21:00 - 18 minutes - 26.7 MBDriven by a dramatic drop in production, the Australian lamb industry has seen prices remain very strong while many commodities have seen disruption as a result of Covid-19, but are there clouds on the horizon? Angus Gidley-Baird and Charles Clack look at the lamb industry and how it is fairing under Covid-19.
Australian Grains: Movin’ on Up
June 09, 2020 20:30 - 26 minutes - 37.5 MBAll the hallmarks of an above-average Australian winter cropping season are falling into place. Good opening rains and fast planting progress across New South Wales, Victoria, and South Australia support our forecast for total hectares to be up 95%, 14%, and 12%, respectively, and across Australia as a whole up by 26% YOY. Dennis Voznesenski and Cheryl Kalisch Gordon share their views on the outlook for 2020/21.
Drought, Deficits, and Dealing With Covid-19 – How Will Our Sugar Customers Dictate the Outlook?
June 04, 2020 21:00 - 16 minutes - 23.9 MBCharlie Clack and Wes Lefroy review the latest prospects for the sugar market as our domestic crush gets underway. After a turbulent start to the year, the team attempts to put an uncertain 2020 outlook into perspective – drought, deficits, and dealing with Covid-19 are just the start!
Swings and Roundabouts in the US Dairy Industry
May 31, 2020 21:00 - 18 minutes - 25.5 MBMichael Harvey asks Tom Bailey to provide insights on the fundamentals impacting the US dairy industry, with a keen focus on where to go from here. We hope you enjoy.
AgriTechnica: Six Months Down the Road
May 26, 2020 21:00 - 28 minutes - 40.2 MBLast November, Wes Lefroy and Lachlan Monsbourgh attended AgriTechnica – the world's leading machinery and AgTechnology field days in Germany. In our latest podcast, Wes and Lachlan review their key takeways, share what has happened since, and share their views on how these key trends will impact farmers in the future.
Cotton Planting Amid Covid-19: Lessons From the US
May 20, 2020 20:00 - 21 minutes - 30.3 MBThe 2020 season is soon coming to a close, raising the question: how could the new 2021 season shake out amid Covid-19? Andrew Tasker joins Charlie Clack from St Louis, Missouri to depict a somewhat uncertain cotton outlook, where US acres, Chinese buying, and Brazilian logistics could all play a part.
Has the 'Corona-Crisis' Developed as Expected for Australian F&A?
May 19, 2020 20:00 - 20 minutes - 28 MBTim Hunt and Dennis Voznesenski review the first four months of the crisis and its impact on Australian farmers.
Will SE Asia Look for AU Wheat and Barley in 2020/21?
May 18, 2020 20:00 - 24 minutes - 34.7 MBAustralian winter crop production is set to surge from last year’s lows. With that in mind, Cheryl Kalisch Gordon joins Oscar Tjakra to find out about post-Covid-19 grain demand in SE Asia. Could SE Asia be in need of extra feed grain? How will wheat-based consumption fare among Covid-19 disruptions? And can growth in Thailand’s feed barley imports continue? This episode also appears on our sister podcast RaboResearch Food & Agribusiness Asia
NZ Venison Outlook
May 12, 2020 19:00 - 15 minutes - 22.3 MBFollowing very strong pricing in recent seasons, NZ venison producers are facing some challenging times ahead. Blake Holgate and Hayden Higgins take a look at the outlook for the next 12 months, including just how much Covid-19 will impact the sector.
Farming Families and Success in Succession
May 06, 2020 21:00 - 23 minutes - 32.9 MBWhat is important for getting farm succession right and keeping businesses viable and families happy? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to share her experience in the area and her insights into how families can get on the front foot in succession planning.
Covid-19 and the US Beef Market
May 03, 2020 19:00 - 22 minutes - 32 MBThe US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports. This episode has also been released on our sister podcast, RaboResearch F&A North America
Almond Markets in 2020: Supply and Covid-19 Bring New Dynamics
April 26, 2020 20:00 - 23 minutes - 32.5 MBRoland Fumasi joins Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020 combined with the impacts of Covid-19 on global economies influence both the US and Australian almond sectors, as can be ascertained today. This episode has also been released on our sister podcast, RaboResearch F&A North America
Sit for Victory - The Economic Cost of the Shutdown
April 22, 2020 19:00 - 26 minutes - 36.8 MBMichael Every, Global Strategist, talks to Tim Hunt about the outlook for the global economy, currency, and interest rates in a Covid-19 world.
Do the Right Thing Right: Sustainability Challenges and Opportunities in the Fresh Produce Sector for a Pre- and Post-Covid-19 World
April 19, 2020 19:00 - 18 minutes - 24.9 MBHayden Higgins is joined by Cindy van Rijswick to discuss core sustainability themes that fresh produce sector participants from across the globe highlighted in late 2019. Hayden and Cindy talk about the top five segments and discuss how relevant they may be in a post-Covid-19 environment.
Global Dairy: How Bad Could It Get?
April 16, 2020 18:17 - 18 minutes - 25.7 MBHayden Higgins is joined by Michael Harvey to digest the global dairy fundamentals that underpin RaboResearch’s milk price forecast ahead of the 2020/21 season.
The Risk of Farm Input Supply Disruption for Sugarcane Growers
April 15, 2020 20:00 - 22 minutes - 32.1 MBIncreased uncertainty in the usual supply chains of global agrochemicals and fertilizers has raised worries for domestic growers, including in the sugar sector. Wes Lefroy joins Charles Clack to chew the fat on recent supply disruptions and what our growers can expect in the coming months.
Threading Our Way Through Covid-19
April 14, 2020 20:00 - 20 minutes - 29.2 MBAngus Gidley-Baird and Charles Clack discuss the impact of Covid-19 on the Australian wool and cotton markets and what it means for the short-term outlook.
The Great Aussie Wheat Swap Lift
April 13, 2020 20:00 - 11 minutes - 16.6 MBSam Chambers, Associate Director, Markets for Rabobank Australia and New Zealand, joins RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss swaps strategies in the context of Q1 volatility in global wheat pricing, the lower Aussie dollar, prospects for improved local production in 2020, and what should be on the radar for risk management as 2020/21 plays out.
AU Grains Can Still Have a Good 2020 Despite Covid-19
April 09, 2020 14:53 - 28 minutes - 40 MBCovid-19 has introduced uncertainty and downside in many agricultural markets. RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon and Agriculture Analyst Wes Lefroy discuss our revised outlook for grain and oilseed markets in 2020 amid the spread of Covid-19 and OPEC+ supply uncertainty.
Grain Production Profitability in a Low-Margin Outlook
March 31, 2020 17:08 - 21 minutes - 30.7 MBCovid-19 prevented Steve Nicholson, our US-based grain & oilseed analyst, from joining us in Australia in March, but that won’t stop the messages getting through! He joins Cheryl Kalisch Gordon, our Australia-based grain & oilseed analyst, in the podcast for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability.
Where’s the Meat? Covid-19 and the Red Meat Industry
March 25, 2020 19:00 - 22 minutes - 31.1 MBAngus Gidley-Baird and Blake Holgate talk about the impact Covid-19 is having on the Australian and New Zealand red meat industries.
Global Dairy – A Coronavirus Hangover
March 23, 2020 18:00 - 17 minutes - 24.4 MBGlobal dairy markets have experienced a volatile start to 2020. Despite the elevated levels of uncertainty, Emma Higgins and Michael Harvey take a look at the global dairy market fundamentals and how things might play out through the rest of 2020.
Investing to Farm Under New Environmental Reforms
March 22, 2020 18:00 - 19 minutes - 27.7 MBBlake Holgate and Emma Higgins discuss how the costs and risks posed by tightening environmental regulations can be incorporated into future investment decisions.