RaboResearch Food & Agribusiness Australia/NZ
Episodes
Rain, cropping area, and margins: early signs from the 2026/27 Australian winter crop
21 Apr 2026
Contributed by Lukas
In this episode, RaboResearch analyst Vítor Pistóia unpacks the early signals for Australia's 2026/27 winter crop, drawing on what's being said on t...
Revisiting the state of US dairy a year later
20 Apr 2026
Contributed by Lukas
One year on from his visit Down Under, US-based RaboResearch Senior Dairy Analyst Lucas Fuess reconnects with RaboResearch Australia's Senior Dairy An...
Diesel under pressure | How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?
16 Apr 2026
Contributed by Lukas
RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz. While global...
Diesel under pressure: How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?
16 Apr 2026
Contributed by Lukas
RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz. While global...
How much can sugar markets benefit from high oil prices?
06 Apr 2026
Contributed by Lukas
Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, as he chats with Andy Duff, RaboResearch's Global Sugar Strategist based i...
The Iran conflict and Australian agribusiness: Where things stand after four weeks
31 Mar 2026
Contributed by Lukas
Australia's farm sector is feeling the ripple effects of the escalating Middle East conflict. In this episode, Stefan Vogel leads a discussion with th...
RaboElevate Special: Succession Planning with Isobel Knight – Putting families in the driving seat
24 Mar 2026
Contributed by Lukas
No matter where you're at in your farm business, it's never too early to start thinking about succession. In this episode of RaboElevate, Rabobank's S...
A global greenhouse update
24 Mar 2026
Contributed by Lukas
Michael Harvey and Lambert van Horen discuss the latest global greenhouse trends, highlighting shifts in supply, demand, and cost structures across ma...
Geopolitics and the impact of the war in Iran on Australia and the world
18 Mar 2026
Contributed by Lukas
Jan Lambregts, Head of Global Economics Research for Rabobank, discusses the impact of the war in Iran and wider geopolitical implications on Australi...
Blooming success: Australian horticulture breaks records
16 Mar 2026
Contributed by Lukas
The Australian Horticulture Statistics Handbook 2024/25 has been released, providing an ideal opportunity for Michael Harvey and Jen Corkran to reflec...
RaboElevate Special: Benchmarking with John Francis – The power of turning data into information
10 Mar 2026
Contributed by Lukas
In this third episode of our six-part RaboElevate series, Dr Robin Stonecash sits down with John Francis from Agrista to talk about benchmarking in fa...
Can the Australian lamb market sustain these prices?
08 Mar 2026
Contributed by Lukas
Angus Gidley-Baird speaks with Wagga Rural manager Georgia Twomey on the state of the Australian lamb market and the increased popularity of feedlotti...
Implications of the Iranian conflict for the Australian economy and agriculture sector
04 Mar 2026
Contributed by Lukas
In this episode, RaboResearch analysts Vítor Pistóia and Ben Picton unpack the relevance of the recent conflict involving Iran and the wider Persian...
Dairy Down Under update with Mick and Emma
01 Mar 2026
Contributed by Lukas
Excellent grass conditions have supported surging milk supply in New Zealand. Meanwhile in Australia, conditions are significantly drier, and the milk...
RaboElevate Special: Mastering Negotiation with Dr Robin Stonecash - Stepping to the other side to do the deal
24 Feb 2026
Contributed by Lukas
In this RaboElevate episode, we turn the tables and tap into Dr Robin Stonecash's extensive experience in negotiation. Join Rabobank's Skye Ward as sh...
From the BBQ to the world stage: National Lamb Day in New Zealand and a snapshot of the current Kiwi lamb market
23 Feb 2026
Contributed by Lukas
To mark New Zealand's National Lamb Day in February, Jen Corkran joins Angus Gidley‑Baird to celebrate New Zealand lamb and the people behind it, be...
Australia's foodservice sector – Inside the battle for market share
22 Feb 2026
Contributed by Lukas
Australia's foodservice sector is back in growth mode – but not in the way it used to be. The recovery is uneven, consumers are value‑driven, and ...
US dietary guidelines and key messages for Australia and New Zealand
17 Feb 2026
Contributed by Lukas
Michael Harvey is privileged to have JP Frossard join the podcast to explore why the MAHA‑influenced US dietary guidelines are largely positive for ...
Australian grain, oilseed, and cotton markets outlook
15 Feb 2026
Contributed by Lukas
Join Paul Joules and Vitor Pistoia as they discuss the key factors RaboResearch expects to shape Australia's grain, oilseed, and cotton markets in 202...
Aussie interest rates: How high in 2026?
11 Feb 2026
Contributed by Lukas
Join Angus Gidley-Baird and Ben Picton as they review the Reserve Bank of Australia's February decision. Are we headed for more rate hikes in 2026? An...
RaboElevate Special: Clear Leadership with Professor Richard Hall - The key to unlocking your farm potential?
10 Feb 2026
Contributed by Lukas
In this episode of our RaboElevate podcast series, Dr Robin Stonecash sits down with Professor Richard Hall to discuss what Clear Leadership means for...
RaboElevate Special: Catalyst for Change with Bonita Koch
08 Feb 2026
Contributed by Lukas
In this special episode of our six-part RaboElevate podcast series, Executive Development Program (EDP) past participant Bonita Koch sits down with Pr...
Australian agribusiness outlook 2026
02 Feb 2026
Contributed by Lukas
Australian agriculture is starting 2026 from a position of high ground despite the uncertainty and volatility. 2025 proved to be a good, or better, ye...
Will Brazilian corn farmers be the biggest price headache for Australian sugar producers?!
01 Feb 2026
Contributed by Lukas
In recent years, Brazil's corn ethanol output has expanded to well over one-quarter of the country's total ethanol production. With additional project...
New Zealand agribusiness outlook 2026: Playing on the new global board
29 Jan 2026
Contributed by Lukas
Global politics, shifting markets, unpredictable weather, and fast‑moving trade dynamics – 2026 may reshape the game for New Zealand agribusiness....
How fiercely will mighty Brazil's agricultural exports compete with Australia and New Zealand in 2026?
27 Jan 2026
Contributed by Lukas
For many years, Brazil has been a major exporter of a wide range of agricultural commodities. This competitiveness puts pressure on export markets in ...
Sustainability insights from US producers
20 Jan 2026
Contributed by Lukas
In this episode, Pia Piggott speaks with Eric Gibson, Crop Production Sustainability Analyst, and Charlotte Talbott, Animal Agriculture Sustainability...
Factors shaping the future of EU milk supply
19 Jan 2026
Contributed by Lukas
According to the recent RaboResearch report Adapting to change: Strategies for EU dairy processors amid milk supply decline, EU milk supply is project...
Energy transition and feedstock demand in Europe with RaboResearch Global Energy Transition Strategist Susan Hansen
11 Jan 2026
Contributed by Lukas
Europe's energy sector is transitioning, and demand for different types of alternative fuels is changing. These shifts impact Australia's canola expor...
New Chinese beef import quotas and their impact on Australia and New Zealand
07 Jan 2026
Contributed by Lukas
On 31 December the Chinese government announced new beef import quotas. Angus Gidley-Baird and Stefan Vogel chat through the potential implications fo...
Global wine and beer outlook with RaboResearch Global Strategist Steve Rannekleiv
06 Jan 2026
Contributed by Lukas
Global wine and beer markets are experiencing structural and cyclical demand changes, including influences from generational changes, weight-loss drug...
Global geopolitical outlook with RaboResearch Global Strategist Michael Every
04 Jan 2026
Contributed by Lukas
Geopolitics has impacted markets and trade relationships significantly in 2025, and the expectations for 2026 is that there is more to come that will ...
Global farm inputs wrap-up with RaboResearch Global Strategist Steve Nicholson
30 Dec 2025
Contributed by Lukas
Farm inputs remain a critical focus for farmers worldwide. In this conversation, US-based Global Farm Inputs Strategist Steve Nicholson shares his ins...
Global grain & oilseed wrap-up with RaboResearch Global Strategist Steve Nicholson
28 Dec 2025
Contributed by Lukas
2025 was a dynamic year for global grain & oilseed markets, and 2026 promises to be just as compelling. In this podcast, US-based Global Grain & Oilse...
Diving into seafood: 2026 outlook
22 Dec 2025
Contributed by Lukas
In the lead-up to the busiest shopping period for Australian seafood, Angus Gidley-Baird speaks with RaboResearch seafood analysts Gorjan Nikolik and ...
Lessons learned from Agritechnica 2025
16 Dec 2025
Contributed by Lukas
Join Paul Joules as he chats with Doriana Milenkova, Senior RaboResearch Analyst – Farm Inputs and Sugar, and Barend Bekamp, Senior RaboResearch Ana...
How weight loss drugs drive change in the food and agriculture sector
14 Dec 2025
Contributed by Lukas
Weight-loss drugs have gained momentum in several of Australia and New Zealand's key export destinations, and usage is growing locally. Join Stefan Vo...
The only way is up? Reviewing the Reserve Bank of Australia's December decision
14 Dec 2025
Contributed by Lukas
Join RaboResearch's Senior Market Strategist Ben Picton as he unpacks the RBA's December cash rate decision. The cash rate was left unchanged at 3.60%...
Australian almond outlook – Replanting for growth beyond 2030
11 Dec 2025
Contributed by Lukas
In this episode, Michael Harvey speaks with Pia Piggott about the latest from RaboResearch's Australian almond outlook. Disclaimer: Please refer t...
Agri commodity outlook 2026: Sugar
10 Dec 2025
Contributed by Lukas
In this episode, Pia Piggott speaks with Senior Commodity Analyst Charles Hart about the outlook for the global sugar market from RaboResearch's Agri ...
Navigating an above-average winter grain crop: Insights on 2025/26 grain production trends and pricing
05 Dec 2025
Contributed by Lukas
In this episode, RaboResearch analyst Vítor Pistóia talks with Rabobank account managers to give an update on Australia's winter grain harvest. Toge...
Semiannual fertilizer outlook: What's driving prices?
30 Nov 2025
Contributed by Lukas
Paul Joules is joined by Bruno Fonseca, our Brazil-based senior economist and lead author of RaboResearch's Semiannual Fertilizer Outlook report. Toge...
Wrapping up a record year for New Zealand beef and lamb and looking ahead to 2026
27 Nov 2025
Contributed by Lukas
Join Angus Gidley-Baird for a chat with Jen Corkran as they wrap up a record-setting year for New Zealand red meat and unpack the global signals shapi...
An Australian beef and lamb wrap-up for 2025 and a (rib)eye to 2026
25 Nov 2025
Contributed by Lukas
Jen Corkran speaks with Angus Gidley-Baird to take a look back on the Australian red meat market for 2025 and discuss what he expects the markets to l...
Global forces are impacting local prices: Grains and cotton in focus
20 Nov 2025
Contributed by Lukas
Paul Joules and Vítor Pistóia return with a new RaboResearch podcast, diving into the key price drivers of grain, oilseed, and cotton markets. Di...
Protecting yourself from fraud
19 Nov 2025
Contributed by Lukas
In this bonus episode, special guest Mitchell Murphy from our Fraud and Financial Economic Crime team talks to us about fraud and scams. He covers why...
The prices bite - food Inflation's new normal?
09 Nov 2025
Contributed by Lukas
RaboResearch analysts Michael Harvey and Paul Joules are in the studio to unpack the latest Australian quarterly food inflation number following the l...
No more cuts? Reviewing the Reserve Bank of Australia's November decision
07 Nov 2025
Contributed by Lukas
Join RaboResearch's Senior Market Strategist Ben Picton as he takes you through the Reserve Bank of Australia's November cash rate decision. Ben unrav...
Global pulse outlook: Navigating the shifting pulse market
03 Nov 2025
Contributed by Lukas
In this episode, RaboResearch analysts Pia Piggott and Vítor Pistóia examine the long-term shifts shaping the global pulses market. They break down ...
Managing increased volatility in Australian livestock markets
02 Nov 2025
Contributed by Lukas
Following the release of a new report, Angus Gidley-Baird talks with Jen Corkran about increasing volatility in Australian livestock markets, what is ...
The strategic moment for dairy-beef in New Zealand
31 Oct 2025
Contributed by Lukas
Emma Higgins and Jen Corkran discuss their two recently released RaboResearch reports on what dairy-beef means for New Zealand farmers, processors, an...
Global table grape outlook 2025
22 Oct 2025
Contributed by Lukas
In this episode, Pia Piggott speaks with Gonzalo Salinas about the latest global trends in table grape production and trade. Drawing from a recent Rab...
Australian 2025/26 winter crop production: Another year of robust harvests, but prices fail to keep pace
21 Oct 2025
Contributed by Lukas
In this episode, RaboResearch analysts Paul Joules and Vitor Pistoia discuss the outlook for Australia's 2025/26 winter crop season. They unpack produ...
Refocusing China's pork industry
12 Oct 2025
Contributed by Lukas
With production reaching a peak, China's pork industry is changing its focus from scale to efficiency. In this episode, Angus Gidley-Baird speaks with...
Will the EU's carbon tax on fertilizers have any impact on Australia?
12 Oct 2025
Contributed by Lukas
Join RaboResearch's Doriana Milenkova, a senior farm inputs specialist based in the Netherlands, and Paul Joules as they explore the EU's Carbon Borde...
Brazilian cotton tour rundown
08 Oct 2025
Contributed by Lukas
RaboResearch analyst Paul Joules welcomes three special guests: Jen, from a New South Wales farming business; Greg, Director of Outlook Ag Pty Ltd and...
Into the swing of spring in New Zealand
07 Oct 2025
Contributed by Lukas
Emma Higgins and Jen Corkran unpack the latest trends in New Zealand's agricultural markets, from record beef and lamb prices to global dairy supply p...
September RBA decision: Deconstructing the outlook for the cash rate
01 Oct 2025
Contributed by Lukas
Join Pia Piggott and Ben Picton as they delve into the RBA's September cash rate decision. What is on the horizon for the Aussie economy, and what cou...
Australian wool prices push higher
25 Sep 2025
Contributed by Lukas
Wool prices in Australia have been on the rise lately, following a period of sideways trading for much of the year. Join Angus Gidley-Baird and Paul J...
East Meets West: 2025 grain knowledge tour in Western Australia
24 Sep 2025
Contributed by Lukas
In this episode, Vítor Pistóia, Senior Grains & Oilseeds Analyst at RaboResearch, is joined by special guests Ryan Hetherington, Deputy Regional Man...
New Zealand fourth quarter interest rate outlook
22 Sep 2025
Contributed by Lukas
Join Jen Corkran and Ben Picton as they take a look at what's happening in the New Zealand economy and discuss the outlook for interest rates and the ...
Navigating wheat markets: Is a price tailwind on the horizon?
17 Sep 2025
Contributed by Lukas
Join RaboResearch Senior Grains & Oilseeds Analyst Vítor Pistóia and Director of Agribusiness Risk Treasury Management Theo Saroukos as they dive in...
Global dairy outlook: Milk supply gaining momentum
16 Sep 2025
Contributed by Lukas
Milk supply fundamentals have subtly shifted, challenging the market's balance. Emma Higgins and Michael Harvey take a look at the global dairy marke...
What the bull-selling season is revealing about the markets
14 Sep 2025
Contributed by Lukas
In the thick of bull-selling season, Animal Protein Analyst Angus Gidley-Baird looks at current sale numbers and puts them in context with other slaug...
New Zealand agribusiness monthly | September 2025 | Surging prices for spring
11 Sep 2025
Contributed by Lukas
Analysts Jen Corkran and Emma Higgins break down the latest market movements, export trends, and input cost dynamics in this month's agribusiness mont...
East meets West: Insights from the Western Australia sheep and wool tour
31 Aug 2025
Contributed by Lukas
Join RaboResearch's Jen Corkran and Angus Gidley-Baird in conversation with Phil Edkins, Head of Relationship Management – Southern WA, as they unpa...
Australian sheep markets breaking records
25 Aug 2025
Contributed by Lukas
Australian sheep prices have hit record levels, largely a result of the expectation that there will be a reduction in sheep and lamb supply. Angus Gid...
Turning clouds: Rainfall boosts confidence, with an above-average Australian crop likely for 2025/26
18 Aug 2025
Contributed by Lukas
Join RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird as they unpack the positive turnaround in Australia's grain crop and examine the dir...
What's driving the US beef market: firm demand, high supplies, and strong imports
10 Aug 2025
Contributed by Lukas
With hints that the US might be on the verge of rebuilding its cattle herd, RaboResearch Australia and New Zealand analysts Angus Gidley-Baird and Jen...
Cracking the protein puzzle in Chinese dairy
31 Jul 2025
Contributed by Lukas
China's dairy industry is undergoing a significant transformation. Senior Dairy Analyst Michael Harvey is joined by Michelle Huang to unpack the chang...
Waste deep – what fast fashion means for natural fibre demand
23 Jul 2025
Contributed by Lukas
Join RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner and Sustainability Analyst Anna Drake as they discuss the true costs of fast fashion a...
Australian 2025/26 winter crop and cotton area intentions face a seasonal shift
20 Jul 2025
Contributed by Lukas
Join RaboResearch analysts Vítor Pistóia and Paul Joules as they discuss how the Australian 2025/26 winter crop is developing and how macroeconomic ...
US biofuel mandates and global oilseed markets: a geopolitical deep dive
14 Jul 2025
Contributed by Lukas
Join RaboResearch oilseed analysts as they unpack how evolving US biofuel mandates and global geopolitics are reshaping oilseed, vegetable oil, and me...
RBA and RBNZ July interest rates review
10 Jul 2025
Contributed by Lukas
Join Jen Corkran and Ben Picton as they dissect the RBA and RBNZ's July interest rate decisions. Jen and Ben discuss what's keeping central bankers in...
Australian economic statecraft: Old ideas for a new era
03 Jul 2025
Contributed by Lukas
Join Anna Drake and Ben Picton as they explore the conclusions of a recent RaboResearch report on Australian economic statecraft. They delve into what...
Global avocado outlook: Growth regions and shifting trade flows
30 Jun 2025
Contributed by Lukas
Join Anna Drake and David Magaña as they discuss the latest dynamics and developments in global avocado markets. RaboResearch Disclaimer: Please...
The Grand Macro Strategy behind US tariffs and military action in Iran
27 Jun 2025
Contributed by Lukas
Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry confer...
Oceania milk price signals for 2025/26
25 Jun 2025
Contributed by Lukas
Emma Higgins and Michael Harvey discuss the outlook for farmgate milk prices in New Zealand and Australia as we enter the 2025/26 season and the globa...
How the Middle East conflict is impacting urea prices in Australia and New Zealand
20 Jun 2025
Contributed by Lukas
Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, and farm inputs analyst Paul Joules as they explore how the escalating con...
Following the Brahman trail through the Northern Territory – an update on the northern cattle industry
15 Jun 2025
Contributed by Lukas
Angus Gidley-Baird presented at the Australian Brahman Breeders Association conference in Katherine, NT in late May, and in this podcast, he chats wit...
Keeping a watch on global animal health risks
11 Jun 2025
Contributed by Lukas
Emma Higgins and Jen Corkran team up again with a timely update from New Zealand focusing on emerging animal health concerns around the globe and the ...
Aussie interest rates: Great expectations?
09 Jun 2025
Contributed by Lukas
The RBA is off and cutting, but what is the outlook for the road ahead? Join Rabobank's Andrew Walker and Daker Pern as they chat with Senior Market S...
A US dairy perspective on Down Under
05 Jun 2025
Contributed by Lukas
In this episode, senior dairy analysts Emma Higgins and Lucas Fuess share some of the key highlights from their recent tour across New Zealand. From d...
A taste of the New Zealand landscape – all the reasons for optimism in 2025
03 Jun 2025
Contributed by Lukas
In this episode, Emma Higgins and Jen Corkran share some of the key highlights from the Taste of the Land dinner series across New Zealand they recent...
Global wine outlook, consumption challenges, and arising opportunities for New Zealand and Australia
28 May 2025
Contributed by Lukas
Join Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, and New York-based RaboResearch Global Beverages Strategist Steve Rannekl...
Australian 2025/26 winter crop outlook: Cropping area, margins, and grain prices
26 May 2025
Contributed by Lukas
Join Anna Drake and Vitor Pistoia as they unpack Australia's 2025/26 winter crop outlook, exploring shifting markets, variable growing conditions, and...
US dairy dynamics and ripple effects on Oceanian dairy sectors
19 May 2025
Contributed by Lukas
US-based Senior Dairy Analyst for RaboResearch Lucas Fuess takes time to discuss the key takeaways from the knowledge-sharing events he's attended dur...
USDA May WASDE – What is in it, and what does it mean for Australian farmers?
15 May 2025
Contributed by Lukas
Join Paul Joules and Vítor Pistóia as they do a deep dive into the USDA's May WASDE figures, shedding light on what the 2025/26 season may bring to ...
Angus talking Angus: Update on the beef market from World Angus Forum's expo
11 May 2025
Contributed by Lukas
Recording at World Angus Forum's expo in Tamworth, RaboResearch Senior Animal Protein Analyst Angus Gidley-Baird speaks with relationship managers Dun...
Australian farmland price outlook 2025
07 May 2025
Contributed by Lukas
Join RaboResearch analyst Paul Joules and senior analyst Vítor Pistóia as they discuss Australian farmland prices and RaboResearch's expectations fo...
What tight urea supplies mean for global prices and Australian farmers
22 Apr 2025
Contributed by Lukas
Join commodities and farm input analyst Paul Joules and senior grains & oilseeds analyst Vitor Pistoia as they dive into the key factors influencing u...
Easter lamb feast – Australian and New Zealand lamb market update
13 Apr 2025
Contributed by Lukas
Angus Gidley-Baird and Jen Corkran talk through the current Australian and New Zealand lamb markets and a couple of things to look out for in the comi...
What will mandatory climate disclosures mean for Australian agriculture?
09 Apr 2025
Contributed by Lukas
Join Anna Drake and Pia Piggott as they discuss how Australia's mandatory climate-related financial disclosure regime could impact agriculture. ...
Navigating the new US tariffs: Impacts on Australia's and New Zealand's economies and agriculture
03 Apr 2025
Contributed by Lukas
Join Vítor Pistóia and Ben Picton as they explore the recent US tariffs affecting numerous countries, including Australia and New Zealand. Announc...
Grain, oilseed, and cotton update – US prospective plantings and geopolitics
02 Apr 2025
Contributed by Lukas
Join Vitor Pistóia and Paul Joules as they discuss the USDA's new report on US planting expectations, highlighting significant drops in cotton, wheat...
Australia's food market is embracing the new normal
01 Apr 2025
Contributed by Lukas
In this podcast Michael Harvey and Pia Piggott discuss how a chaotic period of disruption has transformed the Australian food market. They also get in...
Grain gains: Unlocking Australian export opportunities in Asia
26 Mar 2025
Contributed by Lukas
South and Southeast Asian demand for grains and oilseeds is growing, and Australia is well placed as a key exporter. The rising demand is on the back ...
Global geopolitics, US tariffs, and the impact for Australia and New Zealand
21 Mar 2025
Contributed by Lukas
Jan Lambregts, Head of RaboResearch Global Economics & Markets, and Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discuss th...
Dissecting milk production costs
16 Mar 2025
Contributed by Lukas
Michael Harvey is joined by Emma Higgins to unpack her report comparing milk production costs in key regions. Costs have lifted across the board for m...
Harvesting autumn opportunities in New Zealand
13 Mar 2025
Contributed by Lukas
As we step into the New Zealand autumn with a promising outlook in farmgate pricing, Jen Corkran and Emma Higgins discuss the first agribusiness month...