Latest Rabobank Podcast Episodes
Sale O Sale O – Australian livestock prices and next year's outlook
RaboResearch Food & Agribusiness Australia/NZ - November 03, 2023 07:17 - 25 minutes ★★★★★ - 4 ratingsJoin RaboResearch senior animal protein analyst Angus Gidley-Baird and fellow analyst Edward McGeoch as they discuss the current landscape of local beef and sheepmeat markets and the factors that will influence prices into next year.
Semiannual fertiliser outlook – what is next?
RaboResearch Food & Agribusiness Australia/NZ - October 31, 2023 20:00 - 12 minutes ★★★★★ - 4 ratingsJoin RaboResearch analysts Vitor Pistóia and Pia Piggott as they discuss the recently released fertiliser outlook and how the Australian and New Zealand markets might look like in the coming year.
Tying up loose ends
RaboResearch Food & Agribusiness North America - October 31, 2023 12:00 - 38 minutes ★★★★★ - 13 ratingsThere’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.
Sports marketing 101
Liquid Assets: A Beverage Industry Podcast - October 31, 2023 11:00 - 48 minutes ★★★★★ - 122 ratingsDavid Broughton, a journalist and director of research for Sports Business Journal, discusses the history of sports advertising, how it is evolving, and what recent changes to the industry mean for building brands on the back of humanity’s most beloved pastimes. Rabobank clients can sign u...
From planting to purchase: emissions within the cotton supply chain
RaboResearch Food & Agribusiness Australia/NZ - October 26, 2023 20:00 - 16 minutes ★★★★★ - 4 ratingsJoin RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the recently released cotton report that dives into the current emissions reduction landscape in the apparel and textile industry and how this flows through to the cotton supply chain.
Ultraprocessed foods
Consumer Foods to Go - October 26, 2023 05:00 - 35 minutes ★★★★ - 5 ratingsUltraprocessed foods are everywhere in the news. Some scientists are claiming that processed foods are bad for people’s health and that ultraprocessed foods are especially bad. It's time, therefore, for Maria Castroviejo and Cyrille Filott to dig deeper in the topic with the help of Rabobank Sen...
Insights from the IFPA Global Produce and Floral Show 2023
RaboResearch Food & Agribusiness Australia/NZ - October 25, 2023 20:00 - 13 minutes ★★★★★ - 4 ratingsJoin RaboResearch associate analyst Pia Piggott alongside the global Fresh Produce team to discuss insights from the 2023 Global Produce and Floral Show in California.
Southeast Asian dairy markets – Better times ahead
RaboResearch Food & Agribusiness Australia/NZ - October 23, 2023 20:00 - 16 minutes ★★★★★ - 4 ratingsEmma Higgins and Michael Harvey recap the key takeaways from the recently released report Southeast Asian dairy markets – In transition to better times. These dairy markets are in a time of transition as they cycle out of a period of channel disruption, sluggish consumer demand for dairy product...
Prices are the silver lining as production totals fall – Diving into Australia’s winter crop forecast
RaboResearch Food & Agribusiness Australia/NZ - October 19, 2023 20:00 - 24 minutes ★★★★★ - 4 ratingsJoin RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the recently released winter crop production report and dive into Australia’s winter crop forecast and the dynamics influencing global and local grain and oilseed prices.
The Israel conflict's impact on Oceania food, energy, and fertiliser
RaboResearch Food & Agribusiness Australia/NZ - October 17, 2023 20:00 - 27 minutes ★★★★★ - 4 ratingsWhat will be the food, energy, and fertiliser impacts of the conflict in Israel? Mike Every, Rabobank's global strategist and geopolitics expert, and Stefan Vogel, General Manager RaboResearch AU/NZ, discuss the current situation's potential impact for farmers. They also consider scenarios for a...
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...
The green future of table grapes
RaboResearch Food & Agribusiness Australia/NZ - October 15, 2023 20:00 - 15 minutes ★★★★★ - 4 ratingsJoin RaboResearch senior analyst Gonzalo Salinas and associate analyst Pia Piggott as they discuss the table grape outlook and developments in major production regions.
October New Zealand Agribusiness Outlook
RaboResearch Food & Agribusiness Australia/NZ - October 11, 2023 18:00 - 14 minutes ★★★★★ - 4 ratingsJoin RaboResearch Senior Analyst Emma Higgins and Associate Analyst Pia Piggott as they discuss key takeaways from the latest New Zealand Agribusiness Monthly: El Niño has officially arrived.
Is the dragon still hungry? Meat demand in China
RaboResearch Food & Agribusiness Australia/NZ - October 10, 2023 20:00 - 20 minutes ★★★★★ - 4 ratingsAngus Gidley-Baird chats with Senior Animal Protein Analyst Chenjun Pan about consumer demand for meat in China given the slower economic conditions and the high levels of inventory in the system.
The RBA is on hold, but are hikes to come?
RaboResearch Food & Agribusiness Australia/NZ - October 05, 2023 20:00 - 12 minutes ★★★★★ - 4 ratingsJoin RaboResearch senior market strategist Ben Picton and associate analyst Pia Piggott as they discuss the outcomes of the Reserve Bank of Australia's latest meeting.
Talking Prices…and a Whole Lot More
RaboResearch Food & Agribusiness North America - October 02, 2023 12:00 - 41 minutes ★★★★★ - 13 ratingsFall 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 ...
How Will Developments in the Chinese Dairy Sector Impact Dairy Imports?
RaboResearch Food & Agribusiness Australia/NZ - October 01, 2023 20:00 - 14 minutes ★★★★★ - 4 ratingsJoin RaboResearch senior analyst Emma Higgins and associate analyst Pia Piggott as they discuss the recent China Dairy Outlook Through to 2032 report and what this means for New Zealand and Australian dairy exports.
Counting the Numbers in the Livestock Market
RaboResearch Food & Agribusiness Australia/NZ - September 25, 2023 21:00 - 23 minutes ★★★★★ - 4 ratingsAngus Gidley-Baird and Ed McGeoch talk through recent slaughter and production numbers for the Australian sheep and cattle markets. Both have shown strong increases since last year, but getting down into the details reveals further information on the status of the national flock and herd and wha...
What Kind of M&A Deals Will We See in 2024?
Liquid Assets: A Beverage Industry Podcast - September 22, 2023 11:00 - 1 hour ★★★★★ - 122 ratingsWith one of our favorite guests, consumer foods specialist Maria Castroviejo, and one of our favorite formats (a draft!), we debate the strategies that will drive beverage M&A deals over the next 12 to 18 months. Rabobank clients can read our report The New Deal Environment by logging...
Global Dairy Q3 2023: Progressing Past the Pain
RaboResearch Food & Agribusiness Australia/NZ - September 21, 2023 21:00 - 14 minutes ★★★★★ - 4 ratingsJoin RaboResearch senior analyst Emma Higgins and associate analyst Pia Piggott as they discuss the recent Global Dairy Quarterly for Q3, including the milk supply outlook and what this means for prices.
European Packaging Regulation Is Coming Your Way!
Consumer Foods to Go - September 21, 2023 05:00 - 38 minutes ★★★★ - 5 ratingsSoon EU regulation regarding packaging and packaging waste will become law. While we are likely to see amendments to the legislation, we believe it is good to start talking about the proposed regulation and its impact on food companies. We are not talking not only about more recycling, but also ...
Bolled Expansion of the Cotton Industry in the Northern Territory and Western Australia
RaboResearch Food & Agribusiness Australia/NZ - September 18, 2023 21:00 - 14 minutes ★★★★★ - 4 ratingsJoin RaboResearch analysts Edward McGeoch and Pia Piggott as they discuss Rabobank’s recent Northern Territory and Western Australia Cotton Tour and what’s in store for cotton markets.
September New Zealand Agribusiness Outlook
RaboResearch Food & Agribusiness Australia/NZ - September 12, 2023 21:00 - 11 minutes ★★★★★ - 4 ratingsJoin RaboResearch Senior Analyst Emma Higgins and Associate Analyst Pia Piggott as they discuss the recent New Zealand Agribusiness Outlook for September.
Australian Fertiliser Outlook 2024/25 – Charting New Strategies To Thrive
RaboResearch Food & Agribusiness Australia/NZ - September 10, 2023 21:00 - 14 minutes ★★★★★ - 4 ratingsJoin analysts Vitor Pistoia and Edward McGeoch as they walk listeners through what is going on in the fertiliser market.
Final Phil – Interest Rates and the RBA’s New Era
RaboResearch Food & Agribusiness Australia/NZ - September 07, 2023 21:00 - 12 minutes ★★★★★ - 4 ratingsJoin RaboResearch Associate Analyst Pia Piggott and Senior Strategist Ben Picton as they say farewell to outgoing RBA Governor Philip Lowe. Will his successor be taking a different approach to the inflation fight? How is the economy performing? And what are the factors that could influence the R...
Innovation in Food Retail – The Perspective From Spar
Consumer Foods to Go - August 31, 2023 05:00 - 34 minutes ★★★★ - 5 ratingsInnovation is a constant in food retail. For this episode of Consumer Foods-to-Go, Maria Castroviejo and Cyrille Filott interview Sipke van der Werf, head of innovation at SPAR in the Netherlands. What is new in innovation in retail? What is a company like SPAR thinking about right now and with ...
Oceania Dairy | Spring Update, August 2023
RaboResearch Food & Agribusiness Australia/NZ - August 30, 2023 21:00 - 17 minutes ★★★★★ - 4 ratingsThe spring peak is fast approaching in New Zealand and Australia. Emma Higgins and Michael Harvey touch base to look at the farm settings ahead of the critical period for dairy farm businesses across the Tasman.
Red Meat Update – Tassie Style
RaboResearch Food & Agribusiness Australia/NZ - August 29, 2023 21:00 - 22 minutes ★★★★★ - 4 ratingsStuart Whatling, Area Manager for Tasmania, and Blake Holgate, Head of Sustainable Business Development – New Zealand, join Senior Animal Protein Analyst Angus Gidley-Baird to recount the Tasmanian Red Meat Update sessions, including Blake’s presentation, “Farming Under the Spotlight – Lessons f...
Swimming in Wine: Navigating Oversupply in the Australian Wine Industry
RaboResearch Food & Agribusiness Australia/NZ - August 23, 2023 21:00 - 13 minutes ★★★★★ - 4 ratingsJoin RaboResearch analysts Pia Piggott and Dennis Voznesenski as they discuss the recent Wine Quarterly, Swimming in Wine: Navigating Oversupply in the Australian Wine Industry.
The State of the US Craft Industry
Liquid Assets: A Beverage Industry Podcast - August 22, 2023 11:00 - 1 hour ★★★★★ - 122 ratingsMargie Lehrman, CEO of the American Craft Spirits Association, and Bart Watson, Chief Economist for the Brewers Association, team up to discuss the winds of change blowing through the craft industry. Not long ago, the seas of craft beer and spirits were all smooth sailing as operators expanded i...
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