RaboResearch Food & Agribusiness Australia/NZ

Oct 28 2024 616 ep. 18 mins 1.9k

RaboResearch Food & Agribusiness Australia/NZ Podcast artwork

Rabobank'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. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand and Global RaboResearch material published on the podcast.

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Australian 2024/25 winter crop forecast: Adverse weather freezes crop growth

Oct 28 2024 20 mins

Join RaboResearch analysts Vitor Pistoia and Paul Joules as they discuss the potential production of Australia's winter crops and outline the factors that could influence grain and oilseed prices in the coming months. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch

US dairy industry learnings

Oct 23 2024 19 mins

Emma Higgins and Michael Harvey bring back some key learnings and takeaways for our listeners in New Zealand and Australia following a recent trip to the US that centred around the World Dairy Expo in the heart of the US dairy industry, Wisconsin. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, o

Global table grape outlook

Oct 22 2024 18 mins

Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Analyst Gonzalo Salinas to discuss the latest global table grape outlook, exploring trends in production exports and demand. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.raboban

New Zealand interest rates: Upping the ante

Oct 21 2024 16 mins

Join Senior Agriculture Analyst Emma Higgins and Senior Market Strategist Ben Picton as they discuss the Reserve Bank of New Zealand's recent decision on the official cash rate, how the New Zealand economy is positioned, and what could lay ahead for interest rates. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/kno

The impact of a bazooka on the wool market

Oct 17 2024 17 mins

Following the announcement of a Chinese stimulus package, Australia’s wool market lifted. Is this a permanent change in direction or a flash in the pan? Angus Gidley-Baird speaks with Paul Joules about this and other things in the Australian wool market. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/dis

A shifting global outlook helps support Australian cotton prices

Oct 09 2024 17 mins

In recent months, the global cotton outlook has altered, and international and Australian cash prices have found support. Join Stefan Vogel and Paul Joules as they discuss the factors that have influenced the change in market dynamics and what this means for Australian cotton farmers. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www

New consumption trends in China and their impact on protein markets

Sep 30 2024 26 mins

Angus Gidley-Baird speaks with Chenjun Pan, RaboResearch Senior Analyst – Animal Protein, about her recently released report New consumption trends in China offer opportunities for animal protein and what the new trends mean for animal protein markets. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/dis

Racing pulses in Australian and global markets

Sep 18 2024 22 mins

Exciting changes are happening in the pulses market. India is open for Australian chickpea imports again. In lentil exports to India, Australia is head to head with Canada. Russia challenges Canada’s dominant field pea trade to China. Australian acreage increases call for production and export growth. And container freight rates skyrocketed again, making bulk shipments more compe

Watering the green shoots in New Zealand sheepmeat

Sep 16 2024 26 mins

Angus Gidley-Baird chats with New Zealand-based Senior Animal Protein Analyst Jen Corkran about her recently released RaboResearch report, titled Watering the green shoots in New Zealand sheepmeat, and what New Zealand may be able to do in the coming years to improve the consistency of earnings along the supply chain. RaboResearch Disclaimer: Please refer to our Australian Rabo

Semiannual fertiliser outlook from a global and Australian perspective

Sep 12 2024 17 mins

Bruno Fonseca and Paul Joules discuss the key findings from our recently released Semiannual fertiliser outlook. So far, 2024 has been mixed in terms of fertiliser prices, with nitrogen and phosphate prices still trading above their historical averages, while potash prices are comparatively more affordable. But what's next for prices? Join us as we discuss our six-month outlook.