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.
Down to Agribusiness is a podcast series where industry experts discuss developments currently shaping agribusiness sectors and markets around the world. With a new episode every two weeks, you’ll hear the latest topics affecting the areas of global agribusiness that matter to you.
In-depth conversations with world-leading experts, thought leaders, academics and industry professionals in the food and agribusiness sector.
Rabobank'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 – from soybeans, corn and cotton to sugar and ethanol, beef, fertilizers and orange juice.
Rabobank'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.
On the eve of his departure for a career break, Tim Hunt talks to Wes Lefroy about the value of research, what we learn about markets through crises, and how to assess the credibility of any piece of analysis.
Tim Hunt and Nick Fereday (Rabobank Senior Consumer Foods Analyst based in New York) discuss the extraordinary growth seen by packaged food companies in 2020, the reasons why they may be able to hold onto some of these gains as the pandemic recedes, and three levers they are pulling to maximise their chances of success.…
Emma Higgins and Mick Harvey discuss the latest dairy market dynamics and forecasts.
In 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 Sea, and Dennis Voznesenski, Grains & Oilseeds Analys…
This podcast dives into the Black Sea region to discuss the region's future production and, consequently, how much competition Australia may face selling canola to the EU. Dennis Voznesenski, local Grains & Oilseeds Analyst, and Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, and the Black Sea region, look into the details…
For those in Australia, it’s hard to miss the headlines about the growth of Australian agricultural land prices. The growth has been lengthy and sharp, but is it sustainable? Wes Lefroy joins Cheryl Kalisch-Gordon to discuss, with a zoom in on cropping land prices.
The case of the disappearing daigou has seen considerable downgrades in the performance of a number of offshore infant formula brands, which has flowed through their supply chains. Emma Higgins and Michael Harvey take a look at the case.
Cheryl 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.
Adam Vanderstelt and Charles Clack take time out of their recent sugar tour to Northern Queensland to talk financial markets and sugar. And would you believe it? The commonality in these different sectors ended up surprising them both.
Emma Higgins and Sandy Chen look at the central factors that will determine the farmgate milk price for the 2021/22 season.
The EU, Australia’s largest canola export destination, is on track for a future wherein sustainability and chemical use are even more heavily regulated. How will this affect canola markets, and what will be the impacts on Australian exports? Rabobank’s Stefan Vogel, Global Grains & Oilseeds Strategist, and Cheryl Kalisch Gordon, Senior Grains & Oil…
Tim Hunt and Michael Harvey delve into the state of play in food retail and foodservice markets in Australia, China, and the US and cross-check the data against the recent experiences of companies like McDonald's, Starbucks, and Kraft Heinz.
What will Joe Biden’s support for biofuels mean for US canola demand, and what are the implications for canola trade flows out of Canada? Steve Nicholson, senior grains & oilseeds analyst in St. Louis, and Dennis Voznesenski, agricultural analyst in Sydney, delve into this question and many more. This episode is the first of a four-part series in w…
Low cattle inventory and strong producer demand are the defining characteristics for the Australian beef industry in 2021. Wes LeFroy and Angus Gidley-Baird review the recently released 2021 Australian Beef Seasonal Outlook: Green Grass and Empty Pens.
Over 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 of Azov, for foreign war ships and other state ships. …
The last 12 months saw a culmination of factors disrupt the world in ways not seen for generations. At the same time, global grain prices rose and rains quenched Australia’s drought. How did grain merchants fare through the disarray? Dennis Voznesenski, Grains & Oilseeds analyst in Sydney, and Paul Van Zantvoort, Head of Value Chain Finance for Aus…
Steve Nicholson and Andrew Tasker join Rabobank Australia’s Charlie Clack from the USA to talk cotton. It’s a particularly busy time with both US planting and Australian picking underway, so the team delve into conditions, progress, policy and more to shed light on the sector outlook.
Canola prices around the world hit record highs in March. Why have prices for all oilseeds risen so much, and how sustainable are they? Dennis Voznesenski, grains and oilseed analyst in Sydney, and Oscar Tjakra, senior research analyst in Singapore, look into it.
Emma Higgins and Michael Harvey discuss the central factors that will determine what the pursuit of history looks like for Australian dairy ahead of the 2021/22 season and whether it is achievable.
Farmers are acquiring their nitrogen as we head into the winter season in the southern hemisphere. Does urea face the same price and supply pressures as phosphate? Sydney-based senior farm inputs analyst Wes Lefroy is joined by Sao Paulo-based global fertiliser research lead Matheus Almeida to discuss what has been driving the market and where glob…
Angus Gidley-Baird talks with Georgia Twomey and Fraser Stuart to get an on-ground assessment of current wool stocks and discuss the implications for wool prices.
Christian Lawrence, Rabobank's Senior Market Strategist in the US, runs through how the Biden stimulus package will be spent, what it means for consumer spending, and whether it will cause long-term indigestion.
After 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 Commodities Market Research and RaboResearch Australia …
Global malt demand is expected to grow by 1.3 million tonnes by 2030. Where will that demand be, and what will drive it? Dennis Voznesenski, G&O associate analyst in Sydney, and Maria Afonso, senior sugar and G&O analyst in Europe, discuss export and domestic avenues for Australian barley.
Following the first anniversary of the WHO's declaration of a pandemic, dairy prices have gone from strength to strength. The question is: where to from here?