RaboResearch Food & Agribusiness North America
119 episodes - English - Latest episode: 4 months ago - ★★★★★ - 13 ratingsRabobank's RaboResearch Food & Agribusiness team has 85 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
Chaos or clutter?
December 29, 2023 13:00 - 25 minutes - 35.6 MB2023 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 inputs analyst Bruno Fonseca about one area that's actually more settled than a year ago – farm inputs.
Worldwide wrap-up
December 18, 2023 13:00 - 1 hour - 83.1 MBGlobal 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.
Farm Input-palooza
December 01, 2023 13:00 - 18 minutes - 26.1 MBRaboResearch 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.
Tying up loose ends
October 31, 2023 12:00 - 38 minutes - 70.9 MBThere’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.
Talking Prices…and a Whole Lot More
October 02, 2023 12:00 - 41 minutes - 76.8 MBFall 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 crop sector.
It’s a Wild World
August 16, 2023 12:00 - 51 minutes - 94.1 MBThe 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 Black Sea grain agreement (or lack thereof) to winter in Australia and the thick of the growing season here in the US.
After the Storm – The Fertilizer Industry Charts Its Path After Disruption
July 19, 2023 12:00 - 29 minutes - 67.6 MBRaboResearch 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 the outlook for fertilizer markets moving forward? And which of the many shades of ammonia will gain traction as the industry pushes forward to me...
Blue Sky Blues
June 28, 2023 12:00 - 27 minutes - 51.4 MBDry 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?
Wide World of Grain
May 19, 2023 12:00 - 46 minutes - 106 MBRaboResearch 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.
Uncertainty, More Than the Weather, Clouds Planting Season
May 02, 2023 12:00 - 37 minutes - 87.2 MBThere’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, and more in this episode.
Regional Banks Caught in a Storm
March 20, 2023 12:00 - 28 minutes - 52.7 MBRegional 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 Wagner to talk about banks, looming economic uncertainty, and the outlook for row crop acres.
Around the Row Crop World
March 06, 2023 13:00 - 49 minutes - 91.1 MBListen 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.
Soaring Sustainably: Sustainable Aviation Fuel Opens a New Runway for Soy
March 01, 2023 13:00 - 16 minutes - 31.2 MBSustainability 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 part of industry efforts to manage the carbon footprint of supply chains.
World Ag Expo: Living on Tulare Time
February 09, 2023 13:00 - 13 minutes - 25.3 MBThe 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.
A New Year in G&O
January 26, 2023 13:00 - 39 minutes - 72.5 MBRabobank 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.
What’s Making the Grain & Oilseed World Go 'Round?
November 02, 2022 12:00 - 39 minutes - 54.8 MBJoin 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.
Summer Swoon
August 15, 2022 12:00 - 29 minutes - 67.9 MBRaboReseach 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.
An Unsettled Picture in the Grains & Oilseeds World
May 27, 2022 14:45 - 25 minutes - 58.6 MBRaboResearch 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.
Grain Markets and the Black Sea
March 24, 2022 12:00 - 20 minutes - 38.4 MBThe 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 situation and to discuss the what-ifs of a prolonged conflict and the world’s food supply.
Black Sea Volatility for Grain Markets
February 24, 2022 13:00 - 24 minutes - 55.6 MBOn 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 joins from Europe to talk about the tense geopolitical situation in Ukraine, a major exporter to Europe and beyond, from the perspective of ...
Drought in the Americas Might Upset the Canola Bears
February 18, 2022 13:00What 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 Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo.
Drought in the Americas Might Upset the Canola Bears
February 18, 2022 13:00What 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 Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo.
Drought in the Americas Might Upset the Canola Bears
February 18, 2022 13:00What 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 Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo.
Out of Stock: Update on F&A Logistics
January 31, 2022 11:00 - 21 minutes - 28.8 MBSupply 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 macro factors like labor and inflation contributed to a series of supply chain chaos.
Packaging Problems
November 29, 2021 13:00 - 15 minutes - 21.8 MBAn 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 it might last, and what might be next for producers needing to ship their goods to market.
Buy Nitrogen Now or Wait? A Global View
October 28, 2021 10:00 - 28 minutes - 40.3 MBAs global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hold out for a price drop? Samuel Taylor (North America), Lief Chiang (China), and Stefan van Merrienboer (Europe) join Wes Lefroy (Australia) to help dissect what is happening in the global nitrogen market and contemplate how farmers can respond to these high prices. This episode also appears on our sister podcasts RaboResearch F&A Asia and Ra...
Bad to Worse for Glyphosate
October 07, 2021 11:00 - 26 minutes - 37 MBChinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we’ve seen another announcement that will put availability in jeopardy. In our latest podcast, Wes Lefroy (Sydney) is joined by Lief Chiang (Shanghai) and Sam Taylor (New York) to discuss what has happened in the Chinese supply chain and how this may affect North American and Australian farmers. This episode also appears on our sister podcasts RaboResearch F&A Asia and RaboResearch F&A Australia & N...
G&O Update
September 02, 2021 11:00 - 16 minutes - 23.7 MBThe RaboResearch North America G&O team talks about USDA numbers and all the row crop trends in corn, soybeans, wheat and cotton.
Diesel Crush: Renewable Diesel Set to Fuel the Soybean Market
August 17, 2021 11:00 - 21 minutes - 30.1 MBRenewable diesel has the potential to upend the soybean market… but legislation is driving demand even more more. Will fuel needs elbow out other market drivers in the future? Bill Nickrent is joined by Senior RaboResearch Analyst Stephen Nicholson for a closer look.
Commodity Supercycle Talk and Brazilian Corn Drops
June 11, 2021 13:44 - 26 minutes - 25.4 MBAre we facing a commodities supercycle? Do we even know what that is? Senior Grains & Oilseeds Analyst Steve Nicholson and Markets VP Andrew Tasker discuss that prospect. Also, Brazilian Senior Grains & Oilseeds Analyst Marcela Marini joins the show with an update on corn exports.
A Toast to Avocados
May 28, 2021 10:00 - 14 minutes - 20.4 MBAvocado consumption continues on an upward trend, and Rabobank’s Senior Fruits & Vegetables Analyst, David Magana, says that there’s still room to grow.
A Remarkable Year for Beef
May 07, 2021 11:00 - 21 minutes - 21.3 MBMay is National Beef Month in the US, and it’s been a year like no other for the industry. Dr. Mandy Carr from the National Cattlemen's Beef Association joins Rabobank’s animal protein analyst Don Close to discuss how Covid could shape the beef industry for the foreseeable future.
Cotton Across Hemispheres
April 20, 2021 11:00 - 27 minutes - 39.1 MBOn this episode from Rabobank Australia, Charlie Clack talks to US-based Steve Nicholson and Andrew Tasker about cotton in both hemispheres. US growers are planting, but down under, it’s time to pick. This episode also appears on our sister podcast, RaboResearch F&A: Australia & New Zealand
USDA Report Surprises Commodities Markets
April 13, 2021 15:07 - 29 minutes - 41.7 MBThe USDA's Prospective Plantings report included a few surprises that will likely have implications for markets. RaboResearch analysts Steve Nicholson and Andrick Payen and Markets VP Andrew Tasker break down the specifics and look at other issues on the table.
Strawberries Surge During Uncertain Times
March 16, 2021 12:03 - 14 minutes - 14.1 MBAlthough the Covid-19 pandemic brought uncertainty to the fresh produce market, consumer demand for strawberries has remained strong. Roland Fumasi, Head of RaboResearch North America, and fresh produce analyst David Magaña explain why the strawberry market has shown continuing strength.
Grains Rally Creates Feed Cost Challenges
March 02, 2021 12:00 - 27 minutes - 26 MBA sizable US grains rally is causing issues for animal protein producers. Analysts from both sides join this episode to discuss the latest on the topic.
Mid- and Post-Pandemic Beef Demand
February 10, 2021 12:00 - 20 minutes - 20.6 MBBeef demand didn't take the hit many thought it would at the start of the Covid-19 pandemic, but animal protein analyst Dustin Aherin explains why post-pandemic demand is still uncertain.
Wild Markets and a Surprise Grains Rally
February 01, 2021 12:00 - 21 minutes - 20.8 MBIt's a wild time for grains, as the Grains and Oilseeds team discusses a rally for the U.S. market that few people saw coming.
The Year Ahead – The 2021 Commodity Outlook
December 17, 2020 11:00 - 41 minutes - 38.9 MB2020 markets were unpredictable to say the least. So, what does next year have in store? Commodity analyst Michael Magdovitz joins us for a look at the year ahead.
Room for Optimism in Animal Protein Outlook
November 24, 2020 13:00 - 22 minutes - 21.4 MBWhen it comes to animal protein, 2021 could be a year marked by more stability in the markets, though Covid-19 remains a wild card. Animal protein analysts Christine McCracken and Dustin Aherin discuss that and more in this episode.
Election Uncertainty Impacts Markets and Cotton Rally Continues
October 30, 2020 13:50 - 25 minutes - 24.7 MBMarket volatility surrounding the presidential election seems likely, while the cotton rally holds in part because of China. Grains and Oilseeds analysts Steve Nicholson and Erin FitzPatrick Nazetta join markets VP Andrew Tasker to break it all down.
Increased Competition and Demand for Quality in Blueberry Market
October 14, 2020 11:00 - 15 minutes - 15.5 MBAs blueberry producers face more competition, consumers are demanding a higher quality product. Rabobank analysts Roland Fumasi and David Magaña discuss market conditions in this episode.
China Surprises, While Weather Uncertainty Hits Grains & Oilseeds
September 01, 2020 11:00 - 28 minutes - 27.2 MBChina's active buying in the grains & oilseeds market has many US producers surprised, and weather uncertainty has hit the Iowa corn market. RaboResearch analysts Steve Nicholson and Erin FitzPatrick Nazetta and markets VP Andrew Tasker discuss these and other developments in this episode.
Beef Bouncing Back from Initial Covid-19 Impact
August 21, 2020 05:00 - 22 minutes - 21.3 MBAnimal protein analysts Don Close and Dustin Aherin discuss the beef market's recovery from the early impact of the global pandemic. The two also look ahead to a trade market marked with uncertainty.
Cotton Rallies and the Continuing Covid Impact
July 24, 2020 10:00 - 20 minutes - 20.3 MBIn this episode of the RaboResearch Food & Agribusiness North America podcast series, Grains & Oilseeds Analyst Steve Nicholson joins Markets VP Andrew Tasker to talk about volatility in the rice, sugar, and cotton markets, as well as the impact of changing consumer habits.
Trade Deal Implications and Acreage Report Surprises
July 14, 2020 11:00 - 20 minutes - 20 MBIn this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Andrew Tasker, and Erin FitzPatrick talk about whether or not China will honor a trade deal with the US and how that could impact North American agriculture. The three also discuss a surprising USDA acreage report.
Dairy Industry Recovery and 2020 Second Half Projections
July 08, 2020 11:00 - 23 minutes - 22.8 MBAs the dairy industry shows signs of recovery from the impact of Covid-19, RaboResearch analysts Ben Laine and Richard Scheper join Global Dairy Strategist Mary Ledman to discuss the outlook for the second half of 2020 in their sectors. Please note that between recording and publishing this podcast, the European Private Storage Aid stocks program closed on June 30 with 67,694mt of butter, 47,711mt of cheese and 20,138mt of skim milk powder in inventory.
Covid-19 Changes the Horticulture Labor & Workplace Landscape
June 19, 2020 10:00 - 21 minutes - 31.4 MBRabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labor challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia. This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand
Changing Dairy Market Conditions in Oceania: The 2020/21 Season Outlook
June 16, 2020 10:00 - 21 minutes - 20.4 MBBoth Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania’s milk production season was coming to a close in Q2 2020 as Covid-19 took hold around the globe. Global dairy strategist Mary Ledman and Australia-based senior dairy analyst Michael Harvey discuss the impacts of Covid-19 and the outlook for the 2020/21 production season in Australia and New Zealand.
Row Crop Review
June 05, 2020 11:00 - 28 minutes - 27.9 MBMostly favorable weather means that corn and soybeans have gone in the ground at a good clip across the Midwest this spring… but the economic forecast is not as rosy. Steve Nicholson, Erin FitzPatrick, and Andrew Tasker review planted acres, discuss global trade amid heightening US-China tensions, and talk through the alphabet soup of programs designed to give some relief to American producers.