Latest Agricommodities Podcast Episodes
The cocoa rally explained
RaboResearch Agri Commodities - March 01, 2024 13:39 - 14 minutes ★★★★ - 10 ratingsThe cocoa rally shows no signs of slowing, with the London March24 contract up 58% YTD. Meanwhile, the New York contract set a new all-time high in the first half of February, surpassing, in nominal terms, the previous record set in 1977. Since then, prices have moved 20% higher! In this podcas...
January 2024 WASDE: Disciplined consumers are rewarded
RaboResearch Agri Commodities - January 16, 2024 13:58 - 18 minutes ★★★★ - 10 ratingsLast Friday the USDA released a catalogue of data: the January WASDE, quarterly grain stocks, and Winter Wheat and Canola Seedings. The releases were largely bearish and confirmed the views held in our 2024 outlook (Buyers sail home on rising supplies) of higher-than-expected production and weak...
Grain & oilseed markets move south
RaboResearch Agri Commodities - November 29, 2023 07:00 - 16 minutes ★★★★ - 10 ratingsJoin Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Since our bearish 2024 outlook was published on November 15, grain and oilseed prices have slid as bargaining power continues to shift from farmers to consumers. North American 2023 grain harve...
Bulls feed on old grain
RaboResearch Agri Commodities - October 16, 2023 06:00 - 12 minutes ★★★★ - 10 ratingsThe October WASDE was viewed as a bullish report by the market, with corn, soy, and wheat futures all rising following its release. For corn in particular, it was higher old crop feed demand that caught the market by surprise. Meanwhile, for wheat markets, we saw 2023/24 estimations for both glo...
Softs Rally Hard
RaboResearch Agri Commodities - June 30, 2023 13:23 - 11 minutes ★★★★ - 10 ratingsSince the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusual given these three commodities have very different fundamentals and are produced in very different countries. The threat of El Niño-related weather challe...
April WASDE: USDA Cuts Argentine Yields
RaboResearch Agri Commodities - April 13, 2023 08:36 - 7 minutes ★★★★ - 10 ratingsWith minimum alterations for most countries, the April WASDE's main talking point was cuts in Argentine production for soybeans, wheat, and corn amid the ongoing drought. As these cuts were expected, we saw little price action following the report's release. Eyes will now turn to next month's WA...
Outlook 2023: Tightening the Belt
RaboResearch Agri Commodities - December 06, 2022 08:41 - 13 minutes ★★★★ - 10 ratingsJoin Carlos Mera and Michael Magdovitz for a look at the year ahead in ACMR's latest podcast. 2022 held unprecedented volatility for agricultural commodity markets, from the Russian invasion of Ukraine to La Niña drought across South America. Consumers suffered through a third year of an agricul...
October 2022 WASDE: USDA Scissorhands
RaboResearch Agri Commodities - October 13, 2022 15:05 - 10 minutes ★★★★ - 10 ratingsOn the latest RaboResearch Agri Commodities podcast, Carlos Mera and Michael Magdovitz discuss the October WASDE report. Poor 2022/23 US grain and oilseed harvests are forcing the USDA to become increasingly adept with scissors. As it cuts production, the USDA must increasingly (and tragically) ...
September WASDE: USDA’s Struggle Session
RaboResearch Agri Commodities - September 16, 2022 09:11 - 17 minutes ★★★★ - 10 ratingsIn the latest RaboResearch Agri Commodities episode, Global Grains & Oilseeds Strategist Steve Nicholson joins ACMR Senior Analyst Michael Magdovitz to discuss the September WASDE. ACMR’s August WASDE Report predicted the USDA “may rue their bold move” to raise US soybean yields. Indeed, this we...
Momentum
RaboResearch Agri Commodities - August 16, 2022 11:35 - 14 minutes ★★★★ - 10 ratingsOn the latest ACMR podcast, Senior Analyst Michael Magdovitz and Analyst Paul Joules discuss the recent price movements in CBOT Corn, Wheat, and Soybean futures. Tune in to hear about the 2022/23 harvests, the latest WASDE report, funds bouncing back, and overarching demand-side concerns. From a...
Funds in the Sun
RaboResearch Agri Commodities - July 15, 2022 13:35 - 17 minutes ★★★★ - 10 ratingsHead of Agri Commodities Markets Research Carlos Mera and Senior Analyst Michael Magdovitz discuss the recent pullback in CBOT Corn, Wheat, and Soybean prices. Tune in to hear about recent bearish dynamics: speculative capitulation, the worsening macroeconomic backdrop, shrinking demand, and the...
High G&O Prices Will Shrink China's Imports and Demand
RaboResearch Agri Commodities - February 28, 2022 14:54 - 16 minutes ★★★★ - 10 ratingsJoin Rabobank’s Grains & Oilseeds Analyst in China, Lief Chiang, and ACMR’s Michael Magdovitz as they discuss the factors behind the high-price environment in G&O and what it means for China's feed demand.
The Ukraine Metacrisis and Its Impact on Agri Commodity Markets
RaboResearch Agri Commodities - February 01, 2022 10:54 - 15 minutes ★★★★ - 10 ratingsRussia has been amassing troops around the Ukrainian border and making demands NATO cannot afford to meet. A potential invasion with far-reaching consequences for key agricultural commodities like wheat, barley, corn, and sunflower oil cannot be ruled out. A retaliatory blanket embargo could res...
Agri Commodities Outlook 2022, Part 2: Softs
RaboResearch Agri Commodities - December 21, 2021 07:00 - 11 minutes ★★★★ - 10 ratingsSoft commodities have seen a price surge in 2021, with coffee topping the price change charts. Join ACMR’s Carlos Mera and Michael Magdovitz as they discuss the risks for coffee and sugar in 2022. Looking ahead, the development of La Niña in Brazil will be key for these commodities, while the co...
Agri Commodities Outlook 2022, Part 1: Grains & Oilseeds
RaboResearch Agri Commodities - December 20, 2021 07:00 - 15 minutes ★★★★ - 10 ratingsJoin ACMR’s Carlos Mera and Michael Magdovitz as they discuss the high price environment in G&O and the risks ahead for 2022. Wheat, feed grains and vegetable oils all hit multi-year highs in 2022 due to supply issues and strong demand. Looking ahead, the development of La Niña, high input costs...
Halloween Special: More Tricks Than Treats
RaboResearch Agri Commodities - October 26, 2021 12:50 - 11 minutes ★★★★ - 10 ratingsJoin Rabobank's ACMR team on this very spooky podcast as Carlos Mera and Michael Magdovitz share frightening tales about global food inflation that will send a shiver down your spine and might send you running for the candy aisles.
September 2021 WASDE: Consumers Come in From the Cold
RaboResearch Agri Commodities - September 14, 2021 07:59 - 12 minutes ★★★★ - 10 ratingsLast Friday, the USDA published a nominally bearish September WASDE report, with higher objective yields and acreage lifting US corn, soy, and cotton production and ending stocks. Yet, CBOT counterintuitively rallied in response as it became clear that increased G&O availability would be gobbled...
EU ‘Fit for 55’ Carbon Reductions: What’s the Impact on Canola?
RaboResearch Agri Commodities - August 18, 2021 06:00 - 25 minutes ★★★★ - 10 ratingsThe European Commission has proposed ‘Fit for 55’, a package of policies aimed at reducing net greenhouse gas emissions by at least 55% by 2030. What does this mean for biofuel and, consequently, canola demand? Our G&O analyst in Australia, Dennis Voznesenski, chats with Rabobank’s Global Strate...
Any Catches for Aussie Cotton?
RaboResearch Agri Commodities - August 02, 2021 15:35 - 23 minutes ★★★★ - 10 ratingsThe 2021/22 outlook for the Australian cotton sector appears bright in terms of production prospects and price. To find out if there are any catches, RaboResearch’s Agri Commodity Markets Cotton Analyst Andrew Rawlings joins Cheryl Kalisch Gordon of RaboResearch Australia to discuss the global m...
Heavy Rains Batter Europe as Harvest Gets Serious
RaboResearch Agri Commodities - July 26, 2021 06:00 - 19 minutes ★★★★ - 10 ratingsFirst, we saw severe dryness in the western US and Canada, which continues. Now, we have heavy rains and even flooding across parts of Europe during harvest. Are these weather events a big deal? Dennis Voznesenski, Agricultural Analyst in Australia, is joined by Stefan Vogel, Global Strategist f...
Acreage Gains Prove Hard to Make
RaboResearch Agri Commodities - July 01, 2021 15:34 - 13 minutes ★★★★ - 10 ratingsIn the wake of the USDA’s June Acreage and Stocks Reports, we discuss the likely impacts on G&O and cotton markets given the USDA’s latest estimates. Expectations for acreage gains were high given higher prices during plantings this season, but mixed weather across the US and stiff competition f...
Export Tax Gains for Australian Croppers and Russian Shoppers
RaboResearch Agri Commodities - June 08, 2021 06:00 - 13 minutes ★★★★ - 10 ratingsIn a bid to reduce food price inflation, the Russian government put in place an export tax on grains & oilseeds in February. What impact will this have on Russian exports to Australia’s key export destinations? Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, & the Black...
The Canola Files, Part 3: Golden Prices Flatten China’s Demand
RaboResearch Agri Commodities - May 25, 2021 06:00 - 23 minutes ★★★★ - 10 ratingsCheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst with Rabobank Australia & New Zealand, is joined by her colleague Lief Chiang, Grains & Oilseeds Analyst based in China, to discuss why the outlook for canola demand in China is flat.
FX and Inflation to Affect Agri Commodity Prices
RaboResearch Agri Commodities - May 12, 2021 06:00 - 15 minutes ★★★★ - 10 ratingsThe rise of commodity prices in the last year has been supported by the weakness of the US dollar and increasing inflation expectations. While the US dollar has an obvious link to commodity prices, the inflationary concerns are attracting more funds to commodities as they look for an inflation h...
Bears Come In From the Cold
RaboResearch Agri Commodities - April 26, 2021 06:00 - 17 minutes ★★★★ - 10 ratingsIn the latest installment of the RaboResearch Agri Commodities podcast, Stefan Vogel and Michael Magdovitz review the explosive grain & oilseed price dynamics entering the critical weather market. Soy and corn have breached USD 15 and USD 6 per bushel, respectively, amid adverse weather that has...
Ukraine-Russia Crisis: Implications for Grains Markets
RaboResearch Agri Commodities - April 20, 2021 06:00 - 14 minutes ★★★★ - 10 ratingsOver 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 ...
April WASDE: Market in the Middle
RaboResearch Agri Commodities - April 13, 2021 08:38 - 11 minutes ★★★★ - 10 ratingsThe April WASDE was destined to be overshadowed by its two explosive siblings – the March Prospective plantings and the new crop May WASDE. Nevertheless, the April WASDE contained important changes at the margins that help set the stage for broad upside price risks to corn, soy, wheat and cotton...
You Reap What You Sow
RaboResearch Agri Commodities - April 08, 2021 13:21 - 15 minutes ★★★★ - 10 ratingsThe USDA’s Prospective Plantings report came in far below expectations on corn and soy and heaped pressure on yields, whose weak performance would exacerbate seven-year high scarcity. CBOT G&O bears' expectations for an imminent G&O resupply have likely been dashed. Instead, consumers face growi...
The 2021 Outlook for China’s, India’s, and Southeast Asia’s Edible Oils
RaboResearch Agri Commodities - March 25, 2021 07:00 - 18 minutes ★★★★ - 10 ratingsLief Chiang and Oscar Tjakra join to discuss the 2021 outlook for edible oils in China, India, and Southeast Asia. The content of this podcast is for information purposes only. Review our disclaimer here.
ICE #2 Cotton: On a Tear or Torn Apart?
RaboResearch Agri Commodities - March 23, 2021 07:00 - 11 minutes ★★★★ - 10 ratingsAfter 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 C...
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